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Salesforce + SurveyMethods

Create Salesforce contacts for new SurveyMethods responses

Salesforce is one of the most popular CRMs, and this integration makes it easy to store and manage all your customer contacts in one place—including those from your SurveyMethods surveys. Once this Zapier integration is set up, it will automatically create a new contact in Salesforce for every new response to your SurveyMethods survey.

Salesforce is one of the most popular CRMs, and this integration makes it easy to store and manage all your customer contacts in one place—including those from your SurveyMethods surveys. Once this Zapier integration is set up, it will automatically create a new contact in Salesforce for every new response to your SurveyMethods survey.

  1. When this happens...
    SurveyMethodsSurveyMethods
    New Response Completed

    Triggers when a respondent completes a survey response.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Survey TitleRequired

    Trigger
    Instant
    Try It
    • Select Email ListRequired

    • Contact Email AddressRequired

    Action
    Write
    • Select a Survey to SendRequired

    Action
    Write
    • History ObjectRequired

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

    New Survey Created

    Triggers when a new survey is created.

    Trigger
    Instant
    Try It
    • Enter Email List NameRequired

    Action
    Write
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About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

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

SurveyMethods is a powerful and easy-to-use online survey software tool for survey creation, deployment and analysis.

Related categories

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