SurveyMethods-Salesforce Integration Using Zapier

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Salesforce

Ways to Integrate Salesforce with SurveyMethods

Create Salesforce leads from new, complete survey responses in SurveyMethods

Nurturing your leads can go a long way when it comes to building trust and loyalty. With this integration, you can have the most up-to-date database on your leads so you can prioritize and follow up with your leads. Once you set up this integration, it will automatically create a new lead in Salesforce for every new, complete response in SurveyMethods.

Create contacts in Salesforce for new, complete survey responses in SurveyMethods

Salesforce is one of the most popular CRMs, and this integration makes it easy to store and manage all your customer contacts in one place. Once this integration is set up, it will automatically create a new contact in Salesforce for every new, complete response in SurveyMethods.

Create new tasks in Salesforce for completed SurveyMethods responses

Need to quickly follow-up with each respondent that fills out your SurveyMethods survey? Set up the SurveyMethods-Salesforce integration to automate this process. Once this integration is active, it will trigger for every new response in SurveyMethods, automatically creating a new task in Salesforce with all required details for that response. This integration enables you to keep track of what needs to be finished in Salesforce, set reminders to follow up on each task, and assign important tasks to your team.

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.

Add new 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!

Add new Salesforce contacts to SurveyMethods as contacts

Manually adding contacts between your CRM and SurveyMethods can be time consuming and challenging. The Salesforce-SurveyMethods automation makes sure you always have complete and updated contact lists at your disposal. Every new contact in Salesforce will trigger this Zap and then it will automatically add them as new contacts to an email list in SurveyMethods.

About Zapier

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About Salesforce

Salesforce is a leading enterprise customer relationship management (CRM) software and cloud computing for large and small businesses.

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Connect SurveyMethods with over 1,000 web applications to automate tasks and ensure seamless data flow across multiple applications.

Integrate SurveyMethods with Zapier