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Salesforce + SurveyMethods

Add new Salesforce contacts to SurveyMethods as contacts

Manually adding contacts between your CRM and SurveyMethods can be time consuming and challenging. The Salesforce-SurveyMethods automation makes sure you always have complete and updated contact lists at your disposal. Every new contact in Salesforce will trigger this Zap and then it will automatically add them as new contacts to an email list in SurveyMethods.

Manually adding contacts between your CRM and SurveyMethods can be time consuming and challenging. The Salesforce-SurveyMethods automation makes sure you always have complete and updated contact lists at your disposal. Every new contact in Salesforce will trigger this Zap and then it will automatically add them as new contacts to an email list in SurveyMethods.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    SurveyMethodsSurveyMethods
    Add Contact to Email List

    Add a contact to an existing email list in SurveyMethods.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
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    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

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

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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Related categories

  • CRM (Customer Relationship Management)

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About SurveyMethods

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

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