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Create new tasks in Salesforce for completed SurveyMethods responses

  1. When this happensStep 1: New Response Completed

  2. Then do thisStep 2: Create Task

Need to quickly follow-up with each respondent that fills out your SurveyMethods survey? Set up the SurveyMethods- Salesforce integration to automate this process. Once this integration is active, it will trigger for every new response in SurveyMethods, automatically creating a new task in Salesforce with all required details for that response. This integration enables you to keep track of what needs to be finished in Salesforce, set reminders to follow up on each task, and assign important tasks to your team.

How the SurveyMethods-Salesforce Integration Works

  1. A new response is completed in SurveyMethods
  2. Zapier automatically creates a new task in Salesforce

Apps You Need

  • SurveyMethods
  • Salesforce
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Connect Salesforce + SurveyMethods in Minutes

It's easy to connect Salesforce + SurveyMethods and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

New Account

Triggers when a new account is created.

New Case

Triggers when a new case is created.

New Contact

Triggers when a new contact is created.

New Custom Object Type

Triggers when you add a new type of custom object to Salesforce. Typically you want to use the "New Custom Object" trigger, not this.

New Folder

Triggers when a new folder is created.

New Campaign

Triggers when a new campaign is created.

Closed Opportunity

Triggers when an opportunity is closed.

New Custom Object

Triggers when a new custom object (of the type you choose) is created.

New Event

Triggers when a new event is created.

New Lead

Triggers when a new lead is created.

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