Salesforce + SurveyMonkey

Send SurveyMonkey surveys when Salesforce records are updated

Stay on top of your Salesforce updates and gather insights efficiently with this automated workflow. When a change is detected in a Salesforce record, a survey is immediately sent through SurveyMonkey, allowing you to capture feedback promptly. This seamless union of Salesforce and SurveyMonkey streamlines your process, saving you time and ensuring you never miss seeking valuable input.

Stay on top of your Salesforce updates and gather insights efficiently with this automated workflow. When a change is detected in a Salesforce record, a survey is immediately sent through SurveyMonkey, allowing you to capture feedback promptly. This seamless union of Salesforce and SurveyMonkey streamlines your process, saving you time and ensuring you never miss seeking valuable input.

  1. When this happens...
    SalesforceSalesforce
    Updated Field on Record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    TriggerScheduled
  2. automatically do this!
    SurveyMonkeySurveyMonkey
    Send Survey

    Send a survey invitation to one or more contacts and/or emails.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
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salesforce logo

About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

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surveymonkey logo
surveymonkey logo

About SurveyMonkey

SurveyMonkey is the easiest way to create surveys and get answers. SurveyMonkey lets you whip up a survey quickly and get targeted answers from the audience you want to ask.

Related categories

  • Forms & Surveys

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