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.

  1. When this happens...
    K12 Insight EngageK12 Insight Engage
    New Survey Response

    Triggers when a new survey response is submitted.

    TriggerPolling
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object.

    ActionWrite
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Supported triggers and actions

    • Email Template NameRequired

    • Send toRequired

    Action
    Write
    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
k12-insight-engage logo
k12-insight-engage logo

About K12 Insight Engage

K12 Insight Engage allows users to create, distribute, and analyze professional surveys, polls, and assessments.

Related categories

  • Forms & Surveys

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salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier