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Medallia Agile Research + Salesforce

Medallia Agile Research + Salesforce integrations

Update SalesForce contacts with Medallia Agile Research survey results

Keep track of your individual Medallia Agile Research survey results in Salesforce. This integration will automatically update a contact in SalesForce every time a new respondent fills out a Medallia Agile Research survey, so you never have to jump between tools.

How this Medallia Agile Research-Salesforce integration works

A respondent takes a Medallia Agile Research survey
Zapier finds a Salesforce contact with the survey results. If it does not exist, it is created.
Zapier updates the Salesforce contact if it is found

What you need

Medallia Agile Research account with a Live survey
Salesforce account

When this happens...
New Complete RespondentTriggers when a respondent has completed a survey.
TriggerInstant
automatically do this...
Find RecordFinds a record of a specified Salesforce object by up to two fields and values you choose.
ActionSearch
then do this!
Update RecordUpdates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
ActionWrite

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More things you can do with Medallia Agile Research and Salesforce

Discover other triggers and actions you can use with Medallia Agile Research and Salesforce

API Throttling Limit Reached
Triggers when the throttling limit for your API requests has been reached.
Trigger
Instant
Try It
- Survey
Trigger
Instant
Try It
- Survey
  Required
Trigger
Instant
Try It
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It

New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It

- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

- Survey
Trigger
Instant
Try It
- Survey
  Required
Trigger
Instant
Try It
- ContactGroup
- Email
  Required
- DateToBeMailed
- Survey
- Firstname
- Lastname
- LangCode
- CustomField1
- CustomField2
- CustomField3
- CustomField4
- CustomField5
- CustomField6
- CustomField7
- CustomField8
- CustomField9
- CustomField10
Action
Write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About Medallia Agile Research

Medallia Agile Research is an enterprise web-based survey tool. What makes CheckMarket different is its focus on enterprise users and their special needs.

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Related categories

Forms & Surveys

Similar apps

Zapier Forms

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

About Salesforce

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

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Related categories

CRM (Customer Relationship Management)

Premium

Similar apps

Zapier Forms

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

Related Zap Templates

Send Medallia Agile Research survey invitations when updated records are detected in Salesforce

Related Zap Templates

Send Medallia Agile Research survey invitations when updated records are detected in Salesforce