Salesforce + SurveyMonkey
Add new SurveyMonkey responses to Salesforce as new custom objects
When this happens
Step 1: New Response Notification With Answers
Then do this
Step 2: Create Record
Use this Zapier automation to keep your SurveyMonkey responses organized. Every time someone fills out your survey on SurveyMonkey, Zapier will create a new custom object in Salesforce. Once the SurveyMonkey-Salesforce integration is set up, from that point forward SurveyMonkey responses are generated as records in Salesforce objects as the data collected from your SurveyMonkey results.
How It Works
- A survey is completed in SurveyMonkey
- Zapier creates a new custom object in Salesforce
What You Need
- SurveyMonkey account
- Salesforce account
New Response NotificationTriggers a notification when your survey is completed.Trigger- New Response Notification With AnswersTriggers a notification when your survey is completed and sends the entire response. Only for SurveyMonkey annual paid users.Trigger
- Create ContactCreates a new contact in your address book.Action
- Send SurveySend a survey invitation to one or more contacts and/or emails.Action
- Find CollectorFind a collector for one of your surveys.Action
- Find ContactFind one of your address book contacts.Action
- Find SurveyFind one of your surveys.Action
New Outbound MessageTriggers when a new outbound message is received in Salesforce.Trigger- Salesforce
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Scheduled
Trigger
- Salesforce
Triggers 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.).
Scheduled
Trigger
- Salesforce
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Scheduled
Trigger
- Salesforce
Adds an existing contact to an existing campaign.
Scheduled
Action
- Salesforce
Adds an existing lead to an existing campaign.
Scheduled
Action
- Salesforce
Creates a new attachment (max 25MB).
Scheduled
Action
- Salesforce
Creates a new record of 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
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