Salesforce
Salesforce integration with SurveySparrow lets you capture new leads, trigger personalized surveys to customers whenever an event occurs, and map those responses back to the Salesforce fields.
Salesforce Survey Integration: Use Cases
Trigger surveys when an event happens in Salesforce
Enable the toggle at the top right corner to trigger the survey when an event happens in Salesforce. Choose the Event Object and Action to set actions for which the survey has to be invoked. Add survey conditions to have complete control of the respondents. Enter the email ID or choose the email share channel to share the survey.
Map Survey responses to Salesforce fields & generate new leads
Select +New Mapping to map the survey responses back to the Salesforce fields. Select the mapping type, choose the respective Salesforce object, and make sure you fill all the conditions to map your Salesforce fields' responses.
Import Salesforce contacts to SurveySparrow Audience
From the survey dashboard, select Contacts. Select Imports and then Start a new import. From the pop-up list, Select Salesforce. Once you’ve mapped the contact properties, click next to name & finish the import.
Import Salesforce contacts to your SurveySparrow account, effortlessly. You can update your contacts list on a daily, weekly or monthly basis by enabling the recurring import toggle.
How to set up your Salesforce Survey Integration
SurveySparrow
Connect your SurveySparrow account with Salesforce.
Step 1: After creating your survey, navigate to Integrate > Integrations.
Step 2: Select Salesforce from the Integrations list.
Step 3: You can now map the Salesforce fields to your survey questions or variables. By doing this, you can directly add details like name, email, phone number, etc. into your Salesforce account.
Step 4: Click on New Mapping.
Step 5: You can either update an existing entry or create a new one.
Step 6: Click on Save when you’re done.
Step 7: When a respondent completes a survey, the respective field values get added directly to your Salesforce account.
Step 8: Share your survey and test the connection.