Connect Salesforce and SurveyMonkey to unlock the power of automation
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Set up your first integration
Quickly connect Salesforce to SurveyMonkey with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Salesforce with SurveyMonkey - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.
Add your action
An action happens after the trigger—such as "Create Contact" in SurveyMonkey.
You’re connected!
Zapier seamlessly connects Salesforce and SurveyMonkey, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling - Salesforce ObjectRequired
Try ItTriggerPolling
- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerPolling
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Connect Salesforce and SurveyMonkey to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Frequently Asked Questions about Salesforce + SurveyMonkey integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and SurveyMonkey
Can integration between Salesforce and SurveyMonkey trigger actions automatically?
Yes, with our integration, you can set up automatic triggers in SurveyMonkey that prompt specific actions in Salesforce. For example, when a new survey response is submitted in SurveyMonkey, we can automatically create or update a contact or lead in Salesforce.
What types of triggers are available for the Salesforce-SurveyMonkey integration?
The integration offers key triggers including new survey responses, completed surveys, and updated survey details. You can set these to initiate actions like creating new records or updating existing ones in Salesforce.
How does data mapping work between SurveyMonkey and Salesforce?
When integrating, you'll be able to map fields from SurveyMonkey directly to fields in Salesforce. This ensures that the data collected via surveys reflects accurately within your CRM records. Our system guides you through this mapping process to align your data effectively.
Is it possible to automate tasks within Salesforce using SurveyMonkey responses?
Absolutely! You can automate tasks such as sending follow-up emails or assigning tasks to team members in Salesforce based on criteria met by responses received in SurveyMonkey. The criteria are fully customizable according to your business needs.
What happens if a survey respondent updates their response?
If a respondent updates their survey submission after initial completion, our integration can trigger updates to the corresponding records within Salesforce, ensuring that you always have the latest information on hand.
Are there limitations on the number of surveys I can integrate with Salesforce?
There are generally no limitations on the number of surveys you integrate with Salesforce through our platform. You're free to connect as many surveys as needed depending on your business requirements and our plan features.
Can I choose which specific responses get sent from SurveyMonkey to Salesforce?
Yes, you have the flexibility to filter which responses are sent over based on certain criteria. This way, only relevant survey data is transferred into your Salesforce system for further action or analysis.
