K12 Insight Engage + Salesforce
Create new Salesforce contacts from K12 Insight Engage responses
If your critical data lives in separate silos, we can help! Bring together the survey results from your K12 Insight Engage account and the stakeholder data in your Salesforce account to maximize your analytical power. Set up these two platforms to communicate directly by creating a new contact in Salesforce each time a survey or form response is submitted.
If your critical data lives in separate silos, we can help! Bring together the survey results from your K12 Insight Engage account and the stakeholder data in your Salesforce account to maximize your analytical power. Set up these two platforms to communicate directly by creating a new contact in Salesforce each time a survey or form response is submitted.
- When this happens...New Survey Response
Triggers when a new survey response is submitted.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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