Connecting a survey to Salesforce
Account integration couldn’t be simpler
You can connect to Salesforce with just a few clicks. No need for codes and keys.
Each integration can push data into a Salesforce object
Using the Insert, Update, or Upsert functions, there’s huge flexibility in how you pass survey data to Salesforce.
Map SmartSurvey data to Salesforce object fields
An intuitive interface of drop-down menus allows you to create fully customised data pushes to Salesforce.
Create multiple integrations for a single survey
Each survey can have as many integrations as you need enabling you to pass response data to multiple objects in Salesforce simaltaneoulsy.
Detailed reporting and monitoring
- Quickly test integrations and identify issues
- Save time with no need for manual importing and exporting of data between Surveys and Salesforce
- Boost productivity, enhance your security, know your customers
- Personal data can be kept within secure apps and shared via encrypted connections, not spreadsheets
Create Bespoke Reporting Dashboards
By feeding survey data into Salesforce, you can place the most critical information right at the fingertips of your team with live dashboards.
Automatically feed data from multiple touchpoints in the customer journey into Salesforce to build a complete picture of your customer experience.
Track Satisfaction with sales, support cases, and other interactions.
All compatible with your Salesforce setup.
To find out more about what integrating Salesforce with SmartSurvey can do for you, get in touch.
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