Ratecard + Salesforce
Ask for feedback via Ratecard for new Salesforce contacts
After adding a new contact to your Salesforce account, you would like to know how your contact experienced your company and your team. By asking for feedback via Ratecard after a contact is added in Salesforce, you can measure, compare and benchmark one of the first steps within your sales process. This integration gives you the opportunity to send a personalised feedback request (and a reminder, if necessary) - immediately after the contact is added, or with a delay that you set within Ratecard.
After adding a new contact to your Salesforce account, you would like to know how your contact experienced your company and your team. By asking for feedback via Ratecard after a contact is added in Salesforce, you can measure, compare and benchmark one of the first steps within your sales process. This integration gives you the opportunity to send a personalised feedback request (and a reminder, if necessary) - immediately after the contact is added, or with a delay that you set within Ratecard.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create or Update Contact
Creates a new contact or updates an existing contact.
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