- Connect both SurveyMonkey and Salesforce by authenticating them on Automate.io platform.
- Choose Salesforce and select one of its events as a “trigger” that’ll start the automation.
- Select an “action” event from SurveyMonkey which will run every time the trigger event occurs.
- Map the data fields between Salesforce and SurveyMonkey using the drag-drop interface.
- Log in to your SurveyMonkey account.
- Click the Products icon and select Integrations & Plug-ins.
- Select Salesforce.
- To select an already connected account, click on the username. Or, click Connect or Connect Sandbox to connect another Salesforce instance.
Table of Contents
How does the Salesforce integration work with SurveyMonkey?
With our Salesforce integration, you’re only 4 steps away from making a positive business impact. Start sending out surveys using automated triggers from standard and custom objects. Continue to enrich your data by leveraging any existing SurveyMonkey surveys and mapping them to any Salesforce object.
Why Salesforce CRM is the best choice for your business?
By providing a single view for each of your client interactions, Salesforce CRM can give you unique insights into the customer’s journey and at the same time empower you with tools that can enhance your customers’ experience. Also, Salesforce is Cloud-based, which implies that it can provide high flexibility and scalability to its users.
What are the advantages of Salesforce as a software?
Accessibility: Salesforce being a Cloud-based software, is accessible from all remote locations if you have a working internet connection. Moreover, Salesforce offers an application for mobile phones thus making it super convenient for the users.
What does SurveyMonkey integrate with?
Integrate your survey data with marketing automation apps Better understand your prospects by integrating survey data in Marketo, HubSpot, or Oracle® Eloqua to enrich leads. Improve lead quality by scoring and segmenting leads based on survey responses, and use that segmentation to create more personalized campaigns.
Can Salesforce be used for surveys?
Salesforce provides three types of survey licenses: Survey Response Pack, Salesforce Feedback Management – Starter, and Salesforce Feedback Management – Growth. The capabilities that you can use in your survey depend on the licenses that you have.
Can you embed a link in SurveyMonkey?
To add a hyperlink: In the text box, highlight the text you want to turn into a link. Or, just place your cursor where you want to insert the link. Select Insert/edit link icon in the formatting toolbar.
How do I share my SurveyMonkey link results?
Sharing a Shared Data PageGo to the Analyze Results section of your survey.In the left sidebar, click Shared Data.Find the shared data page you want to share and click to open it in a new tab.Click Copy. Share your link with others.
How do I track survey responses in Salesforce?
From the App Launcher, find and select Reports. Click New Report. From the Other Reports section, select All Survey Question Responses. Name the report.
How do I enable surveys in Salesforce?
Enable SurveysFrom Setup, in the Quick Find box, enter Survey , then select Survey, and then click Survey Settings.Enable Surveys. … To create surveys that are accessible to people who don’t have Salesforce accounts in your company, select a community.More items…
Does SurveyMonkey have an API?
SurveyMonkey has an API that you can use to create apps from scratch and automate your team’s workflows. Learn more.
How do I make SurveyMonkey live?
0:064:32Creating a survey with SurveyMonkey – YouTubeYouTubeStart of suggested clipEnd of suggested clipYou can make a copy of any surveys you made before or start with a blank canvas by clicking startMoreYou can make a copy of any surveys you made before or start with a blank canvas by clicking start from scratch. Give your survey a name and choose a category.
Can you embed SurveyMonkey in an email?
You can embed the first question of your survey in your Email Invitation, as long as the first question is a supported question type. When a survey taker chooses an answer option in the email, they’re sent to the first page of your survey to continue taking the survey.
How do I extract data from SurveyMonkey?
Video OverviewGo to the Analyze Results section of your survey.Click Save As at the top of the page.Click Export file.Select an export type: All summary data, All responses data, or All individual responses.Choose an export format, select your export options, and click Export.More items…
How do I get individual responses from SurveyMonkey?
Go to the Analyze Results section of your survey. Click the Individual Responses tab toward the top of the page. Use the left and right arrows to browse responses.
How do I email SurveyMonkey results?
To turn on Confirmation Emails:Go to the Collect Responses section and choose Send by Email to send an Email Invitation.Compose your invitation message and click Next.Click Confirmation Email.Select On, send a confirmation email to each respondent with a copy of their answers.
Is SurveyMonkey available in English?
Get the integration! The SurveyMonkey for Salesforce integration is available in English only as an Enterprise add-on. If you’re interested, contact sales »#N#If you’re a current Enterprise customer with questions, contact your Customer Success Manager (CSM).
Can you connect surveys to Salesforce?
From the Connected Surveys page, you can connect surveys and map response data to Salesforce records. Or, you can select a connected survey to edit, duplicate, or delete from the Actions menu.
Can you use Einstein Bots on Salesforce?
If you’re using Einstein Bots on your custom website or Salesforce Community site, you can use the SurveyMonkey Einstein Bot Extension app to gather feedback about your customer’s Einstein Bot experience.
Can SurveyMonkey be used with Salesforce?
You can chat with your CSM about your specific use case so you can best utilize the integration. Organizations use the SurveyMonkey for Salesforce integration in many different ways, depending on how they use Salesforce. Below are some common use cases.
Build better relationships with your customers and prospects
Automatically trigger surveys after a transaction or other event to keep track of customer sentiment.
How it works
With our Salesforce integration, you’re only 4 steps away from making a positive business impact.
Everything you need in one place
See everything from post-case feedback to CSAT ratings right inside Salesforce.
Create your own Integration
Connect Salesforce and SurveyMonkey the way you want. Start by selecting the trigger and action events listed here.
Connect Salesforce and SurveyMonkey with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.
iPaaS products that connect multiple apps have been costly and complicated to use. Automate.io brings the same power to small businesses at economical price so you can automate away your tedious & repetitive tasks once and for all.
How to connect SurveyMonkey to Salesforce?
In SurveyMonkey, click on the app launcher. You will find products. Go to Integrations & Plugins and select salesforce from featured apps. To integrate salesforce, you need a SurveyMonkey enterprise license. You can connect to the sandbox instance also by clicking on ‘ADD SANDBOX ACCOUNT’. After connecting to salesforce, you can find connected orgs.
How to add a survey to Salesforce?
You will find connected Salesforce org. 2. Select the Salesforce org to connect a survey. You will find Connected surveys. 3. To add a survey to the account click ‘CONNECT SURVEY’ and select the survey from a list of surveys in SurveyMonkey. 4.
What is survey monkey?
It is very important to know how satisfied the customer is. Surveying is an easy and reliable technique for gathering feedback from customers. The SurveyMonkey is used to create surveys and to send them to the customers.
Can you scan a QR code to take a survey?
Customers can download and scan the QR Code to take a survey on their smartphone. You can manage Survey Collector Options. Collector Options are the settings that affect who can access your survey and how many times customers can give survey. You can set the end date for the customer for taking the survey.
Configure the Replication Destination
Using CData Sync, you can easily replicate SurveyMonkey data to a PostgreSQL database on Heroku. For this article, you need an existing PostgreSQL database on Heroku. To add your PostgreSQL database as a replication destination, navigate to the Connections tab.
Configure the SurveyMonkey Connection
You can configure a connection to SurveyMonkey from the Connections tab. To add a connection your SurveyMonkey data, navigate to the Connections tab.
Configure Queries for Each SurveyMonkey Instance
CData Sync enables you to control replication with a point-and-click interface. To configure a replication, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.
Connect to Your Replicated SurveyMonkey Data as an External Data Source
Once your SurveyMonkey data is replicated to the PostgreSQL database on Heroku, configure the OData interface for Heroku and connect to the database as an external data source via Salesforce Connect.
Access SurveyMonkey Data as Salesforce Objects
At this point, you will be able to connect to and work with your replicated SurveyMonkey entities as external objects just as you would with standard Salesforce objects, whether you are simply viewing the data or building related lists of external SurveyMonkey data alongside standard Salesforce objects.