- Function overview survey tool
- Integration
- Salesforce
Automate feedback- processes and win new accounts
Create new leads, contacts, and tasks directly in Salesforce and scale your feedback management
Created by: Zapier
Zapier acts as a middleman for data transmission.
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:
- Create a free account with easyfeedback
- Create a account with Salesforce
- Create a free account with Zapier
- 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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