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Salesforce + SightMill

Update Salesforce records with new SightMill customer satisfaction feedback.

This integration automatically updates the correct Salesforce customer record every time a survey response is received on SightMill. Effortlessly provide your teams with customer NPS scores and feedback within the main Salesforce records and keep Salesforce updated as new customer responses are received.

This integration automatically updates the correct Salesforce customer record every time a survey response is received on SightMill. Effortlessly provide your teams with customer NPS scores and feedback within the main Salesforce records and keep Salesforce updated as new customer responses are received.

  1. When this happens...
    SightMillSightMill
    Get Survey

    Triggers on a new survey.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Update Record

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ProjectRequired

    • Survey CategoryRequired

    Trigger
    Scheduled
    Try It
    • ProjectRequired

    • Phone NumberRequired

    • FirstnameRequired

    • Lastname

    • Tags

    Action
    Write
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • ProjectRequired

    • Email AddressRequired

    • FirstnameRequired

    • Lastname

    • Tags

    • Optional delay in an hour

    Action
    Write
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
salesforce logo
salesforce logo

About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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sightmill logo
sightmill logo

About SightMill

Gather customer feedback or employee feedback via email, on your website, by SMS, or at events with SightMill NPS (Net Promoter Score) survey software. Use NPS surveys to understand how to improve customer experience of your products and service.

Related categories

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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