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Ask for feedback via Ratecard after deals are won in Salesforce

  1. When this happensStep 1: Updated Field on Record

  2. Then do thisStep 2: Create or Update Contact

After winning any new deal, you would like to know how your customer experienced your company and your team. By asking for feedback via Ratecard after a deal is won in Salesforce, you can measure, compare and benchmark one of the most important steps within your sales process. This integration uses the opportunity stage "Closed Won" within your Salesforce account, and gives you the opportunity to send a personalised feedback request (and a reminder, if necessary) - immediately after the stage is changed, or with a delay that you set within Ratecard.

Note: You probably don't want to trigger a feedback request at exactly the moment where someone says "yes" to a deal, so it is recommended that you use the delay time within Ratecard to send out the request at the right and most suitable time.

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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.).