Salesforce
What is Salesforce?
Salesforce Sales Cloud serves as the comprehensive platform for Salesblazers, comprising the community of sellers, sales leaders, and sales operations professionals, facilitating sales growth and productivity enhancement.
Featuring the leading AI CRM for sales, salesforce integrates trusted AI and data directly, empowering companies to accelerate sales, make informed decisions, and optimize efficiency for immediate growth.
Salesforce Integrations
Salesforce integrations offer you the opportunity to seamlessly connect your Salesforce account with a diverse array of applications and services, providing a powerful platform to enhance efficiency and automate workflows.
Some of the applications you can integrate include:
How to use Salesforce?
To begin, navigate to the Salesforce platform and create an account. Then, select the applications you want to integrate and specify a trigger to initiate your automation process. Salesforce will then assist you in configuring the desired action to occur automatically.
Upon completing the setup of your automation, activate it. Salesforce will seamlessly manage tasks between your selected applications based on the triggers and actions you've established.
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.