SmartSurvey and
Salesforce
Integration
Send survey responses into Salesforce
Trusted by 600,000+ users
A Complete Customer View at Every Stage
- Close the Loop, Act on FeedbackMulti-Channel Surveys:
Run surveys across your website, email, mobile app, and more - 360-Degree Feedback:
Centralise your survey responses in Salesforce and pull SmartSurvey data for a more complete view of your customer - Custom Dashboards:
Build Salesforce dashboards powered by real-time survey data to make critical decisions faster
Close the Loop, Act on Feedback
- Automated Workflows:
Automatically update Salesforce fields and trigger actions based on feedback - Continuous Customer Feedback:
Run NPS and satisfaction surveys, and use responses to improve products and experiences - Follow-Up Made Easy:
Act fast with real-time updates and enrich Salesforce profiles with detailed survey responses
Run Salesforce Surveys in Minutes
- Quick Setup:
Connect with Salesforce with just a few clicks - Embed with Ease:
Integrate surveys into Salesforce emails for higher completion rates - Real-Time Sync:
Keep Salesforce records up-to-date with each response, ensuring no data is ever lost
Enrich Your Salesforce Data
- Accurate Data Flow:
Ensure stable, secure data synchronisation between SmartSurvey and Salesforce - Target the Right Audience:
Send surveys to specific segments using Salesforce lists and tailor communications - Keep Your Team Aligned:
Ensure that your team stays up-to-date on the latest customer insights and information
Use cases
Customer Satisfaction Tracking
Automatically sync survey responses to Salesforce contact profiles, enabling a 360-degree view of customer sentiment and satisfaction.
Salesforce Workflows
Trigger Salesforce workflows based on survey responses, automating follow-ups or escalation processes to improve response time.
NPS & Retention Programs
Use NPS survey data in Salesforce to identify at-risk customers, triggering targeted retention campaigns based on customer feedback.
Unlock deeper customer insights with SmartSurvey and Salesforce. Start today with one-click integration.
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