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.
Categories
SurveyMonkey and Salesforce can also be integrated using automation tools other than zapier:
When this trigger fires 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
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
This guide contains information on how to set up an automatic workflow that allows to Create Salesforce leads from new survey responses on SurveyMonkey.
Part I
First, we need to connect SurveyMonkey and Salesforce to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect SurveyMonkey to Zapier.
Give Zapier access to your SurveyMonkey account, using SurveyMonkey credentials.
Connect Salesforce to Zapier.
Give Zapier access to your Salesforce account, using Salesforce credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
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
Choose this action: Create Record (Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between SurveyMonkey and Salesforce.
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 Create Salesforce leads from new survey responses on SurveyMonkey!
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
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.).
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Triggers when a record in an object is created or updated.
Triggers when a new outbound message is received in Salesforce.
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
Send a survey invitation to one or more contacts and/or emails.
Creates a new contact in your address book.
This Action will add a new contact to the specified list.
Find one of your address book contacts.
Find one of your surveys.
Find a collector for one of your surveys.
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.
Salesforce alternatives
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.