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How Zapier works
Zapier makes it easy to integrate Judge.me with Salesforce - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Review" from Judge.me.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Judge.me and Salesforce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Review
Triggers when a new review is created.
Try ItTriggerInstant - New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant
- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling - Salesforce ObjectsRequired
Try ItTriggerPolling
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Frequently Asked Questions about Judge.me + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Judge.me and Salesforce
How do I integrate Judge.me with Salesforce through triggers?
Integrating Judge.me with Salesforce can be accomplished by using specific triggers such as 'New Review' or 'Review Approved' in Judge.me. These triggers can be set to automatically create or update records in Salesforce, ensuring that your customer reviews are reflected in your CRM without manual intervention.
What actions can be performed in Salesforce with Judge.me integration?
With our integration, actions such as creating a new contact, updating an existing lead, or assigning tasks based on new reviews received on Judge.me can be easily automated within Salesforce. This helps in streamlining workflows and maintaining an up-to-date CRM.
Is it possible to sync customer reviews from Judge.me to Salesforce accounts?
Yes, you can sync customer reviews from Judge.me directly to your Salesforce accounts. By using a 'New Review' trigger in Judge.me, you can set up an action in Salesforce to update or create an account that includes the review details.
Can I automate the process of sending thank you emails from Salesforce after receiving a review in Judge.me?
Certainly! You can configure a trigger-action setup where every time a review is submitted on Judge.me, an automatic thank you email is sent from your Salesforce using predefined email templates. This maintains engagement with your customers efficiently.
Does the integration support updating existing customer information based on new reviews?
Our integration allows you to update existing information for customers automatically when new reviews come through on Judge.me. Triggers like 'Review Updated' can prompt changes in customer data fields on their respective profiles within Salesforce.
What happens if there are duplicate records when syncing data between Judge.me and Salesforce?
When syncing with our system, duplicate management settings within Salesforce help prevent record duplication during the integration process. You should configure rules addressing potential duplicates before establishing the sync between platforms.
Are there any limitations on the types of data that can be transferred between Judge.me and Salesforce?
While most review-related information like ratings, comments, and review dates can be transferred seamlessly, certain custom objects or complex fields may require additional configuration or customization within both platforms for effective transfer.