Ratecard + Salesforce

Report new feedback received via Ratecard back into Salesforce as notes

After receiving feedback via Ratecard, you can report this back into Salesforce via a note. This integration gives you the opportunity to automatically create a note in Salesforce with the feedback you've received via Ratecard. This way, all feedback you received is clearly visible in your Salesforce account.

After receiving feedback via Ratecard, you can report this back into Salesforce via a note. This integration gives you the opportunity to automatically create a note in Salesforce with the feedback you've received via Ratecard. This way, all feedback you received is clearly visible in your Salesforce account.

  1. When this happens...
    RatecardRatecard
    New Feedback

    Triggers when new feedback is received for a form. Note: If the feedback requires verification before publishing, this will trigger after it's been verified.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
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  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
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    • History ObjectRequired

    Trigger
    Scheduled
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  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • First NameRequired

    • Last NameRequired

    • Email

    • Phone Number

    • Group

    Action
    Write
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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  • Salesforce triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
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About Ratecard

Ratecard is the online feedback and reputation management tool that helps you to collect feedback and reviews on autopilot.
Help

Related categories

  • Forms & Surveys

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salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier