Salesforce
When this happens...
SurveyMethodsNew Response Completed
Then do this...
SalesforceCreate 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

Why Zapier?

Free

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

When this happens...
then do this!
New Lead

Triggers when a new lead is created.

Create Lead

Create a new lead.

New Custom Object

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

Add a Lead to a Campaign

Add a lead to a campaign.

New Contact

Triggers when a new contact is created.

Create Custom Object

Create a new custom object (of the type you choose).

New Opportunity

Triggers when a new opportunity is created.

Add a Contact to a Campaign

Add a contact to a campaign.

New Response Completed

Triggers when a respondent completes a survey response.

Create Contact

Create a new contact.

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Learn More

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

See SurveyMethods Integrations