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Add new completed SurveyMethods responses to Salesforce as cases

  1. When this happensStep 1: New Response Completed

  2. Then do thisStep 2: Create Case

Need to make sure you do not miss out on any of your SurveyMethods survey responses? The SurveyMethods-Salesforce integration makes it easy to capture them for you. After you set it up, whenever a new response is completed in SurveyMethods, Zapier will automatically create a new case for that response in Salesforce. This integration allows you or your team to easily follow up on customers’ requests and concerns submitted via SurveyMethods, and never let a request or a potential customer fall through the cracks!

How the SurveyMethods-Salesforce Integration Works

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