SurveyMonkey
Salesforce
zapier

An automated workflow using zapier

Connects SurveyMonkey + Salesforce

Add new SurveyMonkey responses to Salesforce as notes

About this workflow template

This automation scenario allows you to connect SurveyMonkey and Salesforce

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

SurveyMonkey and Salesforce can also be integrated using automation tools other than zapier:

Diagram

Add new SurveyMonkey responses to Salesforce as notes
Workflow diagram: SurveyMonkey + Salesforce integration

How it works?

When this trigger fires in SurveyMonkey

SurveyMonkey

New Response Notification With Answers in SurveyMonkey

Triggers a notification when your survey is completed and sends the entire response. Only for SurveyMonkey annual paid users.

Then this action happens in Salesforce

Salesforce

Create Record in Salesforce

Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Add new SurveyMonkey responses to Salesforce as notes.

Part I

Configure Applications

First, we need to connect SurveyMonkey and Salesforce to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect SurveyMonkey to Zapier.

    Connect SurveyMonkey to Zapier.

    Give Zapier access to your SurveyMonkey account, using SurveyMonkey credentials.

  • Connect Salesforce to Zapier.

    Connect Salesforce to Zapier.

    Give Zapier access to your Salesforce account, using Salesforce credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for SurveyMonkey

    Set up a Trigger action for SurveyMonkey

    Choose the following trigger: New Response Notification With Answers (Triggers a notification when your survey is completed and sends the entire response. Only for SurveyMonkey annual paid users.).

  • Then set up an Action for Salesforce

    Then set up an Action for Salesforce

    Choose this action: Create Record (Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between SurveyMonkey and Salesforce.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Add new SurveyMonkey responses to Salesforce as notes!

Supported triggers and actions

  • Salesforce

    New record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    zapier
    triggerbyzapier
  • Salesforce

    Updated field on record

    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.).

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Salesforce

    Updated record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    zapier
    triggerbyzapier
  • Salesforce

    Watch records in an object

    Triggers when a record in an object is created or updated.

    integromat
    triggerbyintegromat
  • Salesforce

    New outbound message

    Triggers when a new outbound message is received in Salesforce.

    zapier
    triggerbyzapier
  • Salesforce

    Opportunity was won

    This Trigger fires every time an Opportunity changes to the "Closed Won" stage. Note: For realtime notifications, you or your Salesforce administrator must install the IFTTT Salesforce Package. For more details see: ift.tt/salesforce

    ifttt
    triggerbyifttt
  • SurveyMonkey

    Send survey

    Send a survey invitation to one or more contacts and/or emails.

    zapierintegrately
    actionbyzapierintegrately
  • SurveyMonkey

    Create contact

    Creates a new contact in your address book.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • SurveyMonkey

    Add new contact to list

    This Action will add a new contact to the specified list.

    ifttt
    actionbyifttt
  • SurveyMonkey

    Find contact

    Find one of your address book contacts.

    zapier
    actionbyzapier
  • SurveyMonkey

    Find survey

    Find one of your surveys.

    zapierpabbly-connect
    actionbyzapierpabbly-connect
  • SurveyMonkey

    Find collector

    Find a collector for one of your surveys.

    zapierpabbly-connect
    actionbyzapierpabbly-connect

Apps you need

Salesforce

Salesforce

CRM

Enterprise cloud CRM platform

Salesforce is the world's top-rated Customer Success Platform and #1 Cloud-based CRM application. It unites all departments with a shared view of every customer and boosts sales productivity with industry-specific apps and best practices.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.