Salesforce + SurveyMethods
Create new tasks in Salesforce for completed SurveyMethods responses
Need to quickly follow-up with each respondent that fills out your SurveyMethods survey? Set up the SurveyMethods- Salesforce integration to automate this process. Once this integration is active, it will trigger for every new response in SurveyMethods, automatically creating a new task in Salesforce with all required details for that response. This integration enables you to keep track of what needs to be finished in Salesforce, set reminders to follow up on each task, and assign important tasks to your team.
Need to quickly follow-up with each respondent that fills out your SurveyMethods survey? Set up the SurveyMethods- Salesforce integration to automate this process. Once this integration is active, it will trigger for every new response in SurveyMethods, automatically creating a new task in Salesforce with all required details for that response. This integration enables you to keep track of what needs to be finished in Salesforce, set reminders to follow up on each task, and assign important tasks to your team.
- When this happens...New Response Completed
Triggers when a respondent completes a survey response.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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