Ratecard + Salesforce
Ask for feedback via Ratecard after new leads are added in Salesforce
After adding any new lead, you would like to know how your customer experienced your company and your team. By asking for feedback via Ratecard after a new lead is added in Salesforce, you can measure, compare and benchmark an important step within your sales process. This integration gives you the opportunity to send a personalized feedback request (and a reminder, if necessary) - immediately after the lead is added, or with a delay that you set within Ratecard.
After adding any new lead, you would like to know how your customer experienced your company and your team. By asking for feedback via Ratecard after a new lead is added in Salesforce, you can measure, compare and benchmark an important step within your sales process. This integration gives you the opportunity to send a personalized feedback request (and a reminder, if necessary) - immediately after the lead 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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