Salesforce + Survey2Connect

Send Survey2Connect WhatsApp surveys for new Salesforce objects

Streamline feedback collection by automatically sending a Survey2Connect WhatsApp survey whenever a new Salesforce object is created. Leverage the powerful capabilities of Survey2Connect's survey platform to gather valuable insights from customers and prospects. Customize the survey to align with specific Salesforce object creation events, ensuring timely feedback. Enhance customer satisfaction and optimize your sales and marketing strategies with this convenient template designed for WhatsApp surveys.

When this happens...
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerScheduled
automatically do this!
Send Survey via WhatsApp
Sends a survey to collect response from recipients through WhatsApp.
ActionWrite

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Supported triggers and actions

What does this mean?

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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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
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- CampaignRequired
- ContactRequired
Action
Write

- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write

Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write
- Survey NameRequired
Trigger
Scheduled
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- Survey NameRequired
- Collector NameRequired
- Mobile NumberRequired
- External Unique ID
- First Name
- Last Name
- E-Mail ID
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce ObjectsRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Warning
- Opportunity
- Create New Opportunity
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write
- Survey NameRequired
- Collector NameRequired
- E-Mail IDRequired
- External Unique ID
- First Name
- Last Name
- Mobile Number
Action
Write
- Survey NameRequired
- Collector NameRequired
- Mobile NumberRequired
- External Unique ID
- First Name
- Last Name
- E-Mail ID
Action
Write