Products

SurveyMonkey is built to handle every use case and need. Explore our product to learn how SurveyMonkey can work for you.

Get data-driven insights from a global leader in online surveys.

Explore core features and advanced tools in one powerful platform.

Build and customise online forms to collect info and payments.

Integrate with 100+ apps and plug-ins to get more done.

Purpose-built solutions for all of your market research needs.

Create better surveys and spot insights quickly with built-in AI.

Templates

Measure customer satisfaction and loyalty for your business.

Learn what makes customers happy and turn them into advocates.

Get actionable insights to improve the user experience.

Collect contact information from prospects, invitees, and more.

Easily collect and track RSVPs for your next event.

Find out what attendees want so that you can improve your next event.

Uncover insights to boost engagement and drive better results.

Get feedback from your attendees so you can run better meetings.

Use peer feedback to help improve employee performance.

Create better courses and improve teaching methods.

Learn how students rate the course material and its presentation.

Find out what your customers think about your new product ideas.

Resources

Best practices for using surveys and survey data

Our blog about surveys, tips for business, and more.

Tutorials and how to guides for using SurveyMonkey.

How top brands drive growth with SurveyMonkey.

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Research

Integrating SurveyMonkey with SalesforceIQ CRM for a better customer experience

Integrating SurveyMonkey with SalesforceIQ CRM for a better customer experience

If you’re focused on improving customer retention and growth, it’s likely that focusing your efforts on customer relationship management (CRM) is an important factor in achieving your business goals.

Impressive CRM platforms can help you organize client information, manage customer queries, and streamline sales ops—but how do you know if you’re meeting customer needs and expectations at every customer touchpoint?

We’ve found the answer to a great customer experience management strategy: it’s SurveyMonkey paired with SalesforceIQ, the smarter CRM solution for small- and medium-sized businesses.

Automatically update your leads, track your customer satisfaction survey benchmarks, and test new products by combining SurveyMonkey’s comprehensive survey tools with SalesforceIQ’s intuitive design. SalesforceIQ even has a smart reminder system to help you engage with clients, collaborate with coworkers, and make sure nothing falls through the cracks.

So if you’re ready for your sales, customer support, and marketing teams to create a cohesive customer experience, follow the steps below to start scheduling and sending feedback surveys—and analyzing the results—directly from SalesforceIQ CRM.

Thanks to our friends at Zapier, integrating SalesforceIQ and SurveyMonkey is simple:

2. Go to your Zapier account and Make a New Zap between SurveyMonkey and SalesforceIQ.

3. Choose a trigger and an action to be completed. You can mix and match different triggers and actions to best suit your needs. For instance, when a customer responds to a survey, you can trigger it to update a field in your customer list. Use this to automatically mark customers for a follow-up from your customer experience team or an upsell from your sales team.

4. Connect your SurveyMonkey account by entering your SurveyMonkey login details. Then connect your SalesforceIQ account using the information from step 1 (create an integration with Zapier).

5. Choose which survey you want to use and click Add a Custom Filter, selecting the fields. Click Continue.

6. Map the fields from SurveyMonkey to the List object in SalesforceIQ.

7. Click Test out my new Zap. And there you have it!

Once you’ve linked SurveyMonkey and SalesforceIQ, just sit back and let it do all the work for you. The time saved and information gained is more time and knowledge for you to nurture leads, develop products, and create big wins for your business.