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Salesforce + SurveyMethods

Create Salesforce leads from new SurveyMethods responses

Nurturing your leads can go a long way when it comes to building trust and loyalty. With this Zapier integration, you can have the most up-to-date database in Salesforce so you can prioritize and follow up with your leads. Set it up, and Zapier will automatically create a new lead in Salesforce every time someone fills out your SurveyMethods survey.

Nurturing your leads can go a long way when it comes to building trust and loyalty. With this Zapier integration, you can have the most up-to-date database in Salesforce so you can prioritize and follow up with your leads. Set it up, and Zapier will automatically create a new lead in Salesforce every time someone fills out your SurveyMethods survey.

  1. When this happens...
    SurveyMethodsSurveyMethods
    New Response Completed

    Triggers when a respondent completes a survey response.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Survey TitleRequired

    Trigger
    Instant
    Try It
    • Select Email ListRequired

    • Contact Email AddressRequired

    Action
    Write
    • Select a Survey to SendRequired

    Action
    Write
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • SurveyMethods triggers, actions, and search

    New Survey Created

    Triggers when a new survey is created.

    Trigger
    Instant
    Try It
    • Enter Email List NameRequired

    Action
    Write
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About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

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

SurveyMethods is a powerful and easy-to-use online survey software tool for survey creation, deployment and analysis.

Related categories

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