Salesforce + SurveyMonkey Integrations
How to connect Salesforce + SurveyMonkey
Zapier lets you send info between Salesforce and SurveyMonkey automatically—no code required.
Triggers when a new outbound message is received in Salesforce.
Creates a new contact in your address book.
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
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 Lead to CampaignAdds an existing lead to an existing campaign.Action
- Create AttachmentCreates a new attachment (max 25MB).Action
- Create RecordCreates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).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 + 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.
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