Connect Salesforce and SurveyMonkey to power AI-driven automation

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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings Salesforce and SurveyMonkey together. Build enterprise-grade automation in minutes.

Our most popular template

Create Salesforce leads from new survey responses on SurveyMonkey
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SurveyMonkey + Salesforce
Add new SurveyMonkey responses to Salesforce as new custom objects
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SurveyMonkey + Salesforce
Add new SurveyMonkey responses to Salesforce as notes
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SurveyMonkey + Salesforce
Create Salesforce leads from new SurveyMonkey responses with answers
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SurveyMonkey + Salesforce
Create Salesforce contacts from new SurveyMonkey responses with answers
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SurveyMonkey + Salesforce
Create Salesforce records for new SurveyMonkey responses with answers
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SurveyMonkey + Salesforce

Create Salesforce leads from new survey responses on SurveyMonkey

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SurveyMonkey + Salesforce

Add new SurveyMonkey responses to Salesforce as new custom objects

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SurveyMonkey + Salesforce

Add new SurveyMonkey responses to Salesforce as notes

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SurveyMonkey + Salesforce

Create Salesforce leads from new SurveyMonkey responses with answers

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SurveyMonkey + Salesforce

Create Salesforce contacts from new SurveyMonkey responses with answers

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SurveyMonkey + Salesforce

Create Salesforce records for new SurveyMonkey responses with answers

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SurveyMonkey + Salesforce

Update Salesforce records whenever new responses with answers arrive in SurveyMonkey
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SurveyMonkey + Salesforce
Send SurveyMonkey surveys when Salesforce records are updated
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Salesforce + SurveyMonkey

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Salesforce with SurveyMonkey - no code necessary. See how you can get setup in minutes.

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Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

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.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It

- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Survey
  Required
- Collector
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Contact List
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search By
  Required
- Value
  Required
Action
Search

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Survey
  Required
- Collector
Trigger
Instant
Try It
- Survey
  Required
- Email Collector
  Required
- Contact Email(s)
  Required
- Message Subject
- Message Body
- Hide "Powered by SurveyMonkey"
Action
Write
- Survey
  Required
- Collector
  Required
Action
Search
- Survey
  Required
Action
Search

For AI agents & developers

Use Salesforce and SurveyMonkey with AI agents and code

Beyond Zap workflows. Call Salesforce and SurveyMonkey actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Salesforce and SurveyMonkey actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Contact to Campaign
Create Contact

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Salesforce and SurveyMonkey actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* salesforce / surveymonkey action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

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.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Salesforce on the Zapier blog

Learn how to automate SurveyMonkey on the Zapier blog

Make work flow with AI

Level up your Salesforce to SurveyMonkey integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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.

About Salesforce

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About SurveyMonkey

SurveyMonkey is the easiest way to create surveys and get answers. SurveyMonkey lets you whip up a survey quickly and get targeted answers from the audience you want to ask.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

Similar apps

Alchemer

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Forms & Surveys

Connect Salesforce and SurveyMonkey to power AI-driven automation

Launch your first automated workflow

Create Salesforce leads from new survey responses on SurveyMonkey

Add new SurveyMonkey responses to Salesforce as new custom objects

Add new SurveyMonkey responses to Salesforce as notes

Create Salesforce leads from new SurveyMonkey responses with answers

Create Salesforce contacts from new SurveyMonkey responses with answers

Create Salesforce records for new SurveyMonkey responses with answers

Create Salesforce leads from new survey responses on SurveyMonkey

Add new SurveyMonkey responses to Salesforce as new custom objects

Add new SurveyMonkey responses to Salesforce as notes

Create Salesforce leads from new SurveyMonkey responses with answers

Create Salesforce contacts from new SurveyMonkey responses with answers

Create Salesforce records for new SurveyMonkey responses with answers

Update Salesforce records whenever new responses with answers arrive in SurveyMonkey

Send SurveyMonkey surveys when Salesforce records are updated

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Salesforce and SurveyMonkey with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Salesforce and SurveyMonkey to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Salesforce on the Zapier blog

How to integrate Salesforce with ChatGPT

How to use Zapier's HubSpot Salesforce integration

How to connect Google Sheets to Salesforce

Learn how to automate SurveyMonkey on the Zapier blog

SurveyMonkey automation: 3 ways to streamline your surveys

Make work flow with AI

Frequently Asked Questions about Salesforce + SurveyMonkey integrations

Connect Salesforce to SurveyMonkey on the world's largest no-code automation platform