- 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.
Using integration options without Zapier?
easyfeedback offers you the possibility to link surveys with your tools even without Zapier. Our API interface makes it possible. Take a look at our documentation.
Using integration options with Zapier?
easyfeedback offers you the possibility to link surveys with your tools with Zapier. Our API interface makes it possible. Take a look at our instructions.