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Integrate SurveyMonkey with Salesforce to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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How Zapier works

Zapier makes it easy to integrate SurveyMonkey with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from SurveyMonkey

A trigger is an event that starts your Zap and runs the workflow. For example, with SurveyMonkey, a trigger could be "New Response Notification."

A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected SurveyMonkey to Salesforce

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect SurveyMonkey to Salesforce with a Zapier template.

Our most popular template

Add new SurveyMonkey responses to Salesforce as new custom objects
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SurveyMonkey + Salesforce
Create Salesforce contacts from new SurveyMonkey responses with answers
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SurveyMonkey + Salesforce
Create Salesforce leads from new survey responses on SurveyMonkey
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SurveyMonkey + Salesforce
Add new SurveyMonkey responses to Salesforce as notes
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SurveyMonkey + Salesforce
Create Salesforce leads from new SurveyMonkey responses with answers
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SurveyMonkey + Salesforce
Create Salesforce records for new SurveyMonkey responses with answers
Premium
Details
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SurveyMonkey + Salesforce

Add new SurveyMonkey responses to Salesforce as new custom objects

Premium

SurveyMonkey + Salesforce

Create Salesforce contacts from new SurveyMonkey responses with answers

Premium

SurveyMonkey + Salesforce

Create Salesforce leads from new survey responses on SurveyMonkey

Premium

SurveyMonkey + Salesforce

Add new SurveyMonkey responses to Salesforce as notes

Premium

SurveyMonkey + Salesforce

Create Salesforce leads from new SurveyMonkey responses with answers

Premium

SurveyMonkey + Salesforce

Create Salesforce records for new SurveyMonkey responses with answers

Premium

SurveyMonkey + Salesforce

Update Salesforce records whenever new responses with answers arrive in SurveyMonkey
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SurveyMonkey + Salesforce
Send SurveyMonkey surveys when Salesforce records are updated
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Salesforce + SurveyMonkey

Make work flow with AI

Level up your SurveyMonkey to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about SurveyMonkey + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with SurveyMonkey and Salesforce

Can integration between Salesforce and SurveyMonkey trigger actions automatically?

Yes, with our integration, you can set up automatic triggers in SurveyMonkey that prompt specific actions in Salesforce. For example, when a new survey response is submitted in SurveyMonkey, we can automatically create or update a contact or lead in Salesforce.

What types of triggers are available for the Salesforce-SurveyMonkey integration?

The integration offers key triggers including new survey responses, completed surveys, and updated survey details. You can set these to initiate actions like creating new records or updating existing ones in Salesforce.

How does data mapping work between SurveyMonkey and Salesforce?

When integrating, you'll be able to map fields from SurveyMonkey directly to fields in Salesforce. This ensures that the data collected via surveys reflects accurately within your CRM records. Our system guides you through this mapping process to align your data effectively.

Is it possible to automate tasks within Salesforce using SurveyMonkey responses?

Absolutely! You can automate tasks such as sending follow-up emails or assigning tasks to team members in Salesforce based on criteria met by responses received in SurveyMonkey. The criteria are fully customizable according to your business needs.

What happens if a survey respondent updates their response?

If a respondent updates their survey submission after initial completion, our integration can trigger updates to the corresponding records within Salesforce, ensuring that you always have the latest information on hand.

Are there limitations on the number of surveys I can integrate with Salesforce?

There are generally no limitations on the number of surveys you integrate with Salesforce through our platform. You're free to connect as many surveys as needed depending on your business requirements and our plan features.

Can I choose which specific responses get sent from SurveyMonkey to Salesforce?

Yes, you have the flexibility to filter which responses are sent over based on certain criteria. This way, only relevant survey data is transferred into your Salesforce system for further action or analysis.

Connect SurveyMonkey and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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Connect SurveyMonkey and Salesforce to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Survey
  Required
- Collector
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Contact List
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search By
  Required
- Value
  Required
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
Try It

- History Object
  Required
Trigger
Scheduled
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It

- Disclaimer
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

- Survey
  Required
- Collector
Trigger
Instant
Try It
- Survey
  Required
- Collector
- Contact Email(s)
  Required
- Message Subject
- Message Body
- Hide "Powered by SurveyMonkey"
Action
Write
- Survey
  Required
- Collector
Action
Search
- Survey
  Required
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
- Record to Link
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Warning
- Opportunity
- Create New Opportunity
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
  Required
Action
Write
- Title
- Body
- Salesforce Object
  Required
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write

Learn how to automate SurveyMonkey on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

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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About Salesforce

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

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

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