Ratecard + Salesforce
Report new feedback received via Ratecard back into Salesforce as notes
After receiving feedback via Ratecard, you can report this back into Salesforce via a note. This integration gives you the opportunity to automatically create a note in Salesforce with the feedback you've received via Ratecard. This way, all feedback you received is clearly visible in your Salesforce account.
After receiving feedback via Ratecard, you can report this back into Salesforce via a note. This integration gives you the opportunity to automatically create a note in Salesforce with the feedback you've received via Ratecard. This way, all feedback you received is clearly visible in your Salesforce account.
- When this happens...New 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.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- Free forever for core features
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