top of page
  • Writer's pictureTejkaran Singh

No Code Salesforce and SurveyMonkey Integration



The quickest and most straightforward way to gather honest feedback from your clients is by using SurveyMonkey. Organizations can use free online surveys from SurveyMonkey to gather information about people and turn that information into business-boosting insights. Quizzes and polls are also possible to make with SurveyMonkey addition to surveys. It also includes tools for data collection via social media, email, or online links. After your audience submits their input, SurveyMonkey also assists in data analysis. With the use of its analytics tools, data can be automatically segmented based on important differentiators, and insights regarding the outcomes may be shown.


The Salesforce integration of SurveyMonkey adds customer and prospect input to your Salesforce data. It streamlines workflows to launch surveys and transfer data to Salesforce records for in-depth analysis. Respond to comments, create dashboards, automate workflow rules, and create reports. The entire health of your business connections will be enhanced by streamlining workflows since you will be able to comprehend, quantify, and respond to different customer interactions better.


In this blog, we will go through No Code Salesforce and SurveyMonkey integration;


Benefits of the integration


Improve the customer experience


Automatically launch surveys following a transaction or other event to monitor customer satisfaction.


Monitoring CSAT, NPS, and other customer feedback at various touchpoints will help you identify promising trends and potential problem areas.


Post-case follow-up surveys can help you make sure that customers' cases are resolved to their satisfaction.


Viewing all of your customer data in one location will help you understand what influences growth impact and retention rates.


Greater conversion of leads into paying clients


Improve the prospect information you provide your sales staff so they can engage in more insightful discussions.


Get response information that is connected to the opportunity by triggering surveys following conferences or webinars.


To identify the main factors influencing your sales motion and make improvements, send win-loss questionnaires.


Identify hot leads in your CRM more accurately and customize your efforts by learning more about your prospects.


Pre-requisite


You need an enterprise license for SurveyMonkey in order to integrate it with Salesforce.


Integration process


Open your SurveyMonkey account and log in. Integrations & Plug-ins can be found by selecting the Products icon.


Pick Salesforce from the list of recommended apps. Click on "ADD SANDBOX ACCOUNT" to join the sandbox instance. After connecting to Salesforce, the related orgs will become visible.


To add a survey to the account, click "CONNECT SURVEY." From the surveys offered in SurveyMonkey, you may choose the survey to connect.



In order to map your SurveyMonkey data to Salesforce, click on "ADD OBJECT MAPPING." Select the item and mapping action you wish to create or amend.


The next step in the Salesforce integration for SurveyMonkey is to choose the right Object Mappings based on your needs.


Select Sync all replies to SurveyMonkey's Response object if you want SurveyMonkey to get the answers to each question when the client completes the survey.


When a consumer completes a page of your survey, choose Sync partial responses to Salesforce if you want SurveyMonkey to receive each answered question.


None of these choices are necessary if the sole function of the survey fields is to add or modify fields on an already-existing Salesforce entity.


In the Salesforce interface for SurveyMonkey, you can define how your survey field corresponds to a salesforce object field. The Survey Field Mappings table can be expanded by clicking the "Add Field Mapping" button.


Click "SAVE OBJECT" once the mapping is complete.


To map numerous salesforce items, click "Add Object Mapping."


You'll be taken to Deployment Options after saving right now. There are two ways to send your invitation through SurveyMonkey.


You have the option to choose an existing collector or make a new one.


Send your survey invitation using a web link or an email invitation after clicking "SAVE MAPPING" to save the changes you've made.


When you integrate SurveyMonkey with Salesforce, the survey results are saved in the object that you have mapped within SurveyMonkey. Using reports and dashboards, you can examine the answers.


SurveyMonkey and Salesforce Integration Mapping


There are three ways to map responses from SurveyMonkey to Salesforce in the Salesforce integration.


Responses can be mapped to a custom object.


Responses can be mapped to a common Salesforce object.


Responses can be mapped to SurveyMonkey's response object.


The following is a thorough overview of the mapping actions:


Options for mapping actions are presented below.

Here, the three mapping types are covered.

There it is! Salesforce and SurveyMonkey have been successfully integrated seamlessly without any coding needed.


Are you looking to integrate Salesforce with third-party apps effortlessly? Visit our website for more information and get in touch for any further queries. We at Apphienz, have deep expertise in Salesforce consultation, Salesforce implementation, and Salesforce integrations. Our seasoned experts will help you navigate the entire process from beginning to end.

Commentaires


bottom of page