1.Receive new CSAT submission
Integrate Typeform and webhook workflows to capture new CSAT entry data and pass the submission payload downstream.
Update CSAT records from tenant survey responses in CRM
Automatically monitor new Typeform CSAT submissions across Typeform and Salesforce. Create and update when CSAT submissions land, hidden IDs match, or escalation signals appearβso you can update CRM fields, populate multipicklists, and mark Completed without manual reporting.
How this automation protects completed CSAT visibility
When new Typeform CSAT entries arrive, delays can keep agents working without completed context in the CRM. This automation parses responses and updates Salesforce CSAT records and statusβso your team can review feedback immediately.
Typeformor swap with your favorite app
2.Parse and normalize answer options
Integrate Code by Zapier and data transformation tools to parse multi-select fields and normalize comma choices into options.
Code by Zapieror swap with your favorite app
3.Find matching CSAT record
Integrate Salesforce and CRM lookup tools to locate the CSAT record by the hidden ID and return the record ID to update.
Salesforceor swap with your favorite app
4.Update CSAT fields and status
Integrate Salesforce and CRM record updates to map parsed answers, notes, and completion date, then set CSAT status to Completed.
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Explore all CSAT & NPS survey management automations
Improve customer feedback workflows with automated survey sends, response alerts, and score tracking
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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