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Ratecard + Salesforce Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Ratecard and Salesforce.


Get started with workflows like: Ask for feedback via Ratecard after deals are won in Salesforce. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Popular Ways to Connect Ratecard and Salesforce

  • Ask for feedback via Ratecard after deals are won in Salesforce

    Salesforce + Ratecard

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  • Ask for feedback via Ratecard after new contacts are added in Salesforce

    Salesforce + Ratecard

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  • Report new feedback received via Ratecard back into Salesforce by updating custom objects

    Ratecard + Salesforce

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  • Report feedback received via Ratecard back into Salesforce as notes

    Ratecard + Salesforce

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  • Ask for feedback via Ratecard after deals are lost in Salesforce

    Salesforce + Ratecard

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Connect Ratecard + Salesforce in Minutes

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

All Triggers & Actions

InstantNew Feedback

Triggers when new feedback is received for a form. Note: If the feedback requires verification before publishing, this will trigger after it's been verified.

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

InstantNew Outbound Message

Triggers when a new outbound message is received in Salesforce.

Updated Field on Record

Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

How Ratecard + Salesforce Integrations Work

  1. Step 1: Authenticate Ratecard + Salesforce.
    (30 seconds)

  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)

  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)

  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)

  5. That’s it! More time to work on other things.

Connect Ratecard + Salesforce