Salesforce + Survalyzer
Add new Survalyzer responses to Salesforce
Creating a Salesforce record for new survey responses can help organize your insights, but it can also be time-consuming. That's where this integration comes in. Once it's active, each new Survalyzer response will be automatically added as a new record in your Salesforce account.
Creating a Salesforce record for new survey responses can help organize your insights, but it can also be time-consuming. That's where this integration comes in. Once it's active, each new Survalyzer response will be automatically added as a new record in your Salesforce account.
- When this happens...
Interview CompletedTriggers when an interview has been completed.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create RecordCreates a new record of a specified Salesforce object.
ActionWriteCreate a new record or update an existing record in your app.
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Request Approved
Triggers when an approval request has been approved.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Sampling Project ID
Survey IDRequired
Panel IDRequired
Message Template ID
ChannelRequired
Text Blocks
LanguageRequired
Members
Schedule Timestamp
Interview Expiry Date
Sender EmailRequired
Sender Name
Reply to Email
Reply to Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
NameRequired
Panel TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Interview IDRequired
Survey IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Panel IDRequired
Keep InterviewsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Survey IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Messagetemplate ID
Text Blocks
LanguageRequired
Subject
Email content
Sender EmailRequired
Sender Name
Receiver EmailRequired
Receiver Name
Reply to Email
Reply to Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sampling Project ID
Survey IDRequired
Panel IDRequired
Message Template ID
ChannelRequired
Text Blocks
LanguageRequired
Filter
Schedule Timestamp
Interview Expiry Date
Sender EmailRequired
Sender Name
Reply to Email
Reply to Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Interview IDRequired
Survey IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Panel IDRequired
Added Fields
Removed Fields
Renamed Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Survey ID
Panel ID
Distributors
Invitation Type
Filter
ActionThis is an event a Zap performs.SearchFind existing data in your appSurvey IdRequired
Fields to Download
Filter
ActionThis is an event a Zap performs.SearchFind existing data in your appPanel IDRequired
Interviews Required
Fields to Download
Filter
ActionThis is an event a Zap performs.SearchFind existing data in your appPanel ID
Workspace ID
Filter
ActionThis is an event a Zap performs.SearchFind existing data in your appSurvey IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkflowRequired
Current StateRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
RecordRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Opportunity
Create new opportunity?
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note ContentRequired
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
Salesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Request Approval
Triggers when an approval was requested.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Panel IDRequired
Members
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Distributor IDRequired
Keep InterviewsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Panel IDRequired
Member IDsRequired
Keep InterviewsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sampling Project IDRequired
Keep InterviewsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TenantRequired
Survey IDRequired
Interview IDRequired
Show partial Interview
Language
Timezone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkflowRequired
Survey ID
Sampling Project ID
Distributor ID
Reminder ID
Target StateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Distributor IDRequired
Message Template ID
Text Blocks
Schedule Timestamp
Filter
ChannelRequired
Sender EmailRequired
Sender Name
Reply to Email
Reply to Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Panel IDRequired
Members
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace ID
Panel ID
Distributor ID
Email
Operation
Phone
Operation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Survey ID
Panel ID
Filter
ActionThis is an event a Zap performs.SearchFind existing data in your appPanel IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspace ID
LanguageRequired
Filter
ActionThis is an event a Zap performs.SearchFind existing data in your appSampling Project ID
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspace IDRequired
Filter
ActionThis is an event a Zap performs.SearchFind existing data in your appFilter
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note
Salesforce ObjectRequired
Note Visibility
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
CC
BCC
SubjectRequired
Email FormatRequired
Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search Results
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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