Salesforce + SurveyMonkey Integrations
How to connect Salesforce + SurveyMonkey
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Popular Salesforce + SurveyMonkey workflows
Add new SurveyMonkey responses to Salesforce as new custom objects
Add new SurveyMonkey responses to Salesforce as new custom objectsPremiumAdd new SurveyMonkey responses to Salesforce as notes
Add new SurveyMonkey responses to Salesforce as notesPremiumCreate Salesforce leads from new survey responses on SurveyMonkey
Create Salesforce leads from new survey responses on SurveyMonkeyPremium
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New Outbound MessageTriggers when a new outbound message is received in Salesforce.Trigger- New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.Trigger
- Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).Trigger
- Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.Trigger
- Add Contact to CampaignAdds an existing contact to an existing campaign.Action
- Add File to RecordAdds an existing file to an existing Record.Action
- Add Lead to CampaignAdds an existing lead to an existing campaign.Action
- Create AttachmentCreates a new attachment (max 25MB).Action
- Salesforce
Creates a new contact in Salesforce.
Scheduled
Action
- Salesforce
Creates a new File (max 25MB).
Scheduled
Action
- Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
- Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
- Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
- SurveyMonkey
Triggers a notification when your survey is completed.
Instant
Trigger
- SurveyMonkey
Triggers a notification when your survey is completed and sends the entire response. Only for SurveyMonkey annual paid users.
Instant
Trigger
- SurveyMonkey
Creates a new contact in your address book.
Scheduled
Action
- SurveyMonkey
Send a survey invitation to one or more contacts and/or emails.
Scheduled
Action
- SurveyMonkey
Find a collector for one of your surveys.
Scheduled
Action
- SurveyMonkey
Find one of your address book contacts.
Scheduled
Action
- SurveyMonkey
Find one of your surveys.
Scheduled
Action
How Salesforce + SurveyMonkey Integrations Work
- Step 1: Authenticate Salesforce and SurveyMonkey.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
SurveyMonkey Tutorials
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