- Overview survey tool
- Integration
- Salesforce
Automate feedback processes and win new customers
Create new leads, contacts and tasks directly in Salesforce and scale your feedback management.
Created by: Zapier
Zapier acts as an intermediary for data transmission.
Integration examples
- Create and update contacts in Salesforce
- Add meta/profile data to contacts from personal responses of survey participants
- Create tickets based on survey responses
- Create tasks based on survey responses
- Create calendar items based on survey responses
- Add a contact to an existing workflow based on their survey responses
Requirements
To use the Salesforce integration, you need at least a free account with easyfeedback, Salesforce, and Zapier.
Set up integration
To use the Salesforce integration, follow these steps:
- Create a free account at easyfeedback
- Create an account at Salesforce
- Create a free account at Zapier
- Open your Zapier account and create a new Zap. Select easyfeedback as the trigger and define the action to be taken based on the results.
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