Promoter.io
When this happens...
SalesforceNew Note
Then do this...
Promoter.ioUnsubscribe a Contact

Your CRM and customer satisfaction tools should work hand in hand, and with a little help from Zapier, they easily can. Use Salesforce notes to automatically unsubscribe a contact from Promoter.io

How It Works

  1. You add a new note in Salesforce
  2. Zapier automatically unsubscribes a contact in Promoter.io

What You Need

  • Promoter.io account
  • Salesforce account

Why Zapier?

Free

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Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Promoter.io + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
NPS Score Changed

Whenever the NPS score for any campaign changes.

Survey a Contact

Deliver a Promoter.io survey to a contact you specify. Any contact you survey will also be added to your contact list and add all custom attributes you send. You can set a delivery delay in your campaign settings inside Promoter.io if you would prefer the contact to not receive a survey instantly.

Contact Unsubscribed

Triggers when a surveyed contact has unsubscribed from email.

Tag a Feedback

Adds a tag to a feedback.

Feedback Submitted or Updated

Triggers when a contact has submitted a score and/or left a comment.

Add or Update a Contact

Add or update a contact in your Promoter.io account. You can also associate a contact to a contact list for usage with a campaign. All custom attributes you send are saved.

New Lead

Triggers when a new lead is created.

Reply to a Feedback

Reply to a Feedback.

New Custom Object

Triggers when a new custom object (of the type you choose) is created.

Unsubscribe a Contact

Mark your contact as unsubscribed in your Promoter.io account. Surveys will no longer be sent to this contact.

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Promoter.io is the easiest and most effective way to measure and track customer loyalty using the Net Promoter System®.

Learn More

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

See Salesforce Integrations