Automate feedback- processes and win new accounts

Create new leads, contacts, and tasks directly in Salesforce and scale your feedback management

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Created by: Zapier
Zapier acts as a middleman for data transmission.

Examples of integration

  • Create and update contacts in Salesforce
  • Supplement contacts with meta/profile data from personal responses of survey participants
  • Create tickets based on survey responses
  • Create tasks based on survey responses
  • Create calendar entries based on survey responses
  • Add a contact to an existing workflow based on their responses to a survey

Requirements

To use the Salesforce integration, you need at least one free account with easyfeedback, Salesforce and Zapier.

Set up integration

To use the Salesforce Integration, proceed as follows:

  1. Create a free account with easyfeedback
  2. Create a account with Salesforce
  3. Create a free account with Zapier
  4. Open your Zapier account and create a new Zap there. Select easyfeedback as trigger and define the action to be taken based on the results.

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