Salesforce Surveys

Connect Responsly with Salesforce to automatically capture and sync survey feedback, enriching your CRM with valuable insights and driving more personalized interactions.

Effortlessly sync survey responses with Salesforce for smarter customer insights.

Salesforce is a cloud-based customer relationship management (CRM) platform for supercharging every part of your company that interacts with customers — including marketing, sales, commerce, service, and building apps. The Salesforce-Responsly integration lets you: Run post-purchase surveys to assess your customers’ buying experience and learn what you can improve. Segment your customers based on their Net Promoter Score, Customer Satisfaction Score, or Customer Effort Score. Discover what new products or services your customers expect. Get feedback on the performance of your support or sales teams. Find new growth opportunities.

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Salesforce Integration FAQ

How does the Responsly and Salesforce integration work?

With this integration, any survey responses collected through Responsly are automatically synced with Salesforce. This allows you to update customer profiles with real-time data, track feedback, and gain valuable insights into customer behavior, all directly within your Salesforce CRM.

Can I trigger surveys based on specific events in Salesforce?

Yes, you can set up automated workflows that trigger surveys after key events, such as a completed sale, a customer service interaction, or after onboarding. This ensures you gather feedback at the most relevant times, improving the quality of the insights you collect.

How are survey responses linked to Salesforce contacts?

Survey responses are automatically mapped to your existing Salesforce contacts, so you can see all relevant feedback and survey data directly within each customer’s profile. This keeps your customer data up-to-date and helps inform your next steps.

Can I create Salesforce workflows based on survey responses?

Absolutely! You can set up workflows in Salesforce that are triggered by specific survey responses. For example, if a customer provides a low satisfaction score, you can automatically assign a follow-up task to a team member, ensuring no feedback goes unaddressed.

Does the integration support custom fields in Salesforce?

Yes, Responsly allows you to map survey responses to custom fields in Salesforce, ensuring that the data collected aligns perfectly with your existing CRM setup. This makes it easier to segment contacts, personalize outreach, and track customer sentiment.

How can this integration improve my customer relationship management?

By syncing survey responses directly with Salesforce, you get real-time insights into customer satisfaction and behavior. This allows for more informed decisions, better personalization, and proactive issue resolution, leading to stronger customer relationships and improved retention.

Popular survey integrations

Klaviyo App integration

Update Klaviyo contacts with Responsly survey responses to enhance your email marketing campaigns and customer segmentation.

Notion App integration

Create forms based on your Notion database and sync responses seamlessly to keep your data organized and up-to-date.

Segment App integration

Send Responsly email surveys and sync feedback to your Segment account to streamline data collection and enhance customer insights.

Zendesk App integration

Follow up with customers who’ve answered Responsly surveys directly in Zendesk to address their feedback, resolve issues, and improve overall satisfaction.

Zapier App integration

Zapier helps you easily push data you collect on your forms to other apps, automating workflows and ensuring your information is organized and actionable across platforms.

Salesforce App integration

Trigger surveys and sync responses to your Salesforce contacts seamlessly with Responsly’s integration, enriching your CRM with valuable customer insights.

Slack App integration

Notify a Slack channel or individual instantly when you receive a new survey response. Stay updated in real-time and take immediate action on customer feedback.

HubSpot App integration

Trigger HubSpot workflows based on Responsly survey responses to automate follow-up actions and streamline your customer engagement process.

Google Sheets App integration

Send responses directly to Google Sheets with a seamless integration that simplifies data management and keeps your information organized and up-to-date.

Intercom App integration

Embed forms, surveys, or quizzes inside Intercom Messenger to engage users directly, gather feedback, and enhance customer interactions seamlessly.

Mailchimp App integration

Create new contacts in your Mailchimp mailing lists, add their information seamlessly from Responsly surveys, and effortlessly grow your audience.

More integrations

62%
62% of our surveys are opened on mobile devices. Responsly forms are well optimized for phones and tablets.
2x
Responsly get 2x more answers than other popular tools on the market.
98%
Responsly service get an average satisfaction score of 98%

Enterprise grade security

GDPR compliant
We're complaiant with General Data Protection Regulation (GDPR) that businesses in Europe must comply with when processing personal data.
CCPA compliant
USA state of California intruduces California Consumer Privacy Act (CCPA) that defines how to handle users' personal data.
SSL & 2-Factor Authentication
All connections are protected by TLS 1.2 and AES with a 256-bit key. Enable 2-Factor Authentication for even better security.
SSO
Sign up users with Single Sign-On (SSO) and manage their access to your team. Set permissions and resource access.