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Salesforce + SurveyMethods

Add newly completed SurveyMethods responses to Salesforce as cases

Need to make sure you do not miss out on any of your SurveyMethods survey responses? The SurveyMethods-Salesforce integration makes it easy to capture them for you. After you set it up, whenever a new response is completed in SurveyMethods, Zapier will automatically create a new case for that response in Salesforce. This integration allows you or your team to easily follow up on customers’ requests and concerns submitted via SurveyMethods, and never let a request or a potential customer fall through the cracks!

Need to make sure you do not miss out on any of your SurveyMethods survey responses? The SurveyMethods-Salesforce integration makes it easy to capture them for you. After you set it up, whenever a new response is completed in SurveyMethods, Zapier will automatically create a new case for that response in Salesforce. This integration allows you or your team to easily follow up on customers’ requests and concerns submitted via SurveyMethods, and never let a request or a potential customer fall through the cracks!

  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.
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Related categories

  • CRM (Customer Relationship Management)

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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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