Salesforce Surveys

Connect Responsly with Salesforce to automatically capture and sync survey feedback, enriching your CRM with valuable insights and driving more personalized interactions.
  1. Red bull
  2. Schindler
  3. Bayer
  4. Booksy
  5. KraftHeinz
  6. Danone

Effortlessly sync survey responses with Salesforce for smarter customer insights.

Integrating Responsly with Salesforce elevates your customer feedback strategy by enabling seamless survey distribution directly through your Salesforce platform. This powerful combination allows you to harness valuable insights that drive your sales efforts and enhance customer relationships.

Key Benefits of the Responsly and Salesforce Integration:

  1. Streamlined Survey Distribution: Effortlessly distribute surveys to your Salesforce contacts. Engage customers at critical touchpoints in their journey, ensuring you collect relevant feedback when it matters most.

  2. Instant Feedback Synchronization: Responses to surveys are automatically synced back to your Salesforce account, enriching customer profiles with real-time data. This ensures your sales team is equipped with the most current insights, allowing for more personalized interactions.

  3. Smart Segmentation: Use feedback data to segment your audience effectively within Salesforce. By linking survey responses to specific user attributes, you can tailor follow-up communications and marketing efforts to meet the unique needs of different customer segments.

  4. Informed Decision-Making: Access and analyze survey results directly within Salesforce, providing your team with actionable insights. Understand customer sentiments, identify emerging trends, and address pain points proactively to enhance your sales approach.

  5. Automated Response Management: Implement automated workflows triggered by survey responses. This feature enables you to send personalized follow-up communications, ensuring timely responses to customer feedback and strengthening your relationship with clients.

Enhance Your Sales Performance

The integration of Responsly with Salesforce not only simplifies the feedback collection process but also enhances your ability to connect with customers meaningfully. Leveraging these insights enables your sales team to be more responsive and strategic, ultimately improving conversion rates and customer satisfaction.

Salesforce Integration FAQ

How does the Responsly and Salesforce integration work?

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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?

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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?

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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?

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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?

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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?

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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.

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  • 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%

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Enterprise grade security

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  • 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.

Responsly Employee Experience platform helps us to manage employee satisfaction and communication within our organization.

Alicja Zborowska, Administration Specialist

Red bull
Bayer

We automated the product experience managment process.

KraftHeinz

Managing customer experience is made easy with Responsly.

Danone

Our suppliers are surveyed quickly and efficiently.

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