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Salesforce + SurveyMethods

Add new completed SurveyMethods responses to Salesforce as opportunities

Looking to quickly follow up with your SurveyMethods survey respondents or determine their specific needs and interests? Zapier can do this for you with its SurveyMethods-Salesforce automation. It will trigger whenever a new response is completed in SurveyMethods and automatically create a new opportunity in Salesforce. Use this data to reach out to every opportunity and identify actions that maximize your chances of closing more deals.

Looking to quickly follow up with your SurveyMethods survey respondents or determine their specific needs and interests? Zapier can do this for you with its SurveyMethods-Salesforce automation. It will trigger whenever a new response is completed in SurveyMethods and automatically create a new opportunity in Salesforce. Use this data to reach out to every opportunity and identify actions that maximize your chances of closing more deals.

  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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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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