Salesforce + Startquestion
Send Startquestion surveys to newly updated Salesforce contacts
A very common task while working on the Salesforce CRM is to gather some additional information from our customers (like Net Promoter Score or feedback of any other kind). We can do this manually or we can do this smartly by setting up this automation. Once a new contact is updated in Salesforce, an email survey invitation via Startquestion will be sent automatically.
A very common task while working on the Salesforce CRM is to gather some additional information from our customers (like Net Promoter Score or feedback of any other kind). We can do this manually or we can do this smartly by setting up this automation. Once a new contact is updated in Salesforce, an email survey invitation via Startquestion will be sent automatically.
- When this happens...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.).
- automatically do this...Find Record
Finds a record of a specified Salesforce object by up to two fields and values you choose.
- then do this!Send Survey via Email
Sends e-mail with survey invitation to user.
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