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Salesforce + SurveyMonkey

Trigger SurveyMonkey to send surveys when new records are created in Salesforce

Create a smoother workflow by dispatching a SurveyMonkey survey as soon as new data is entered into Salesforce. This automated process guarantees quick survey distribution to freshly added Salesforce entries, allowing for immediate and efficient feedback collection. Effortlessly bridge your Salesforce and SurveyMonkey communication with this streamlined workflow.

Create a smoother workflow by dispatching a SurveyMonkey survey as soon as new data is entered into Salesforce. This automated process guarantees quick survey distribution to freshly added Salesforce entries, allowing for immediate and efficient feedback collection. Effortlessly bridge your Salesforce and SurveyMonkey communication with this streamlined workflow.

  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!
    SurveyMonkeySurveyMonkey
    Send Survey

    Send a survey invitation to one or more contacts and/or emails.

    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
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • 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
    Try It
    • 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 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.

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