How to connect SurveyMonkey + Microsoft Office 365 + Salesforce
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Do even more with SurveyMonkey + Microsoft Office 365 + Salesforce
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with SurveyMonkey, Microsoft Office 365, and Salesforce. And don’t forget that you can add more apps and actions to create complex workflows.
- 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
- Calendar Event StartTriggers at a specified time before an event in your calendar starts.Trigger
- Microsoft Office 365
Triggers when a new event is created in your calendar.
Scheduled
Trigger
- Microsoft Office 365
Triggers when a new contact is added to your account
Scheduled
Trigger
- Microsoft Office 365
Triggers when a new e-mail is received in your inbox.
Scheduled
Trigger
- Microsoft Office 365
Triggers when an event is updated.
Scheduled
Trigger
- Microsoft Office 365
Create an event in the calendar of your choice.
Scheduled
Action
- Microsoft Office 365
Creates a new contact.
Scheduled
Action
- Microsoft Office 365
Creates a draft of an email that can then be reviewed and sent out.
Scheduled
Action
- Microsoft Office 365
Send an email from your Office 365 account.
Scheduled
Action
- Microsoft Office 365
Updates a contact.
Scheduled
Action
- Microsoft Office 365
Search for a contact.
Scheduled
Action
- Microsoft Office 365
this is the description.
Scheduled
Action
- Salesforce
Triggers when a new outbound message is received in Salesforce.
Instant
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 file to an existing Record.
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 contact in Salesforce.
Scheduled
Action
- Salesforce
Creates a new File (max 25MB).
Scheduled
Action
- Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing record for 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
Connect your apps and automate workflows
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How SurveyMonkey + Microsoft Office 365 + Salesforce Integrations Work
- Step 1: Authenticate SurveyMonkey, Microsoft Office 365, and Salesforce.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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