SurveyMonkey for Salesforce integration
Easily connect your surveys with Salesforce for deeper insights that will help you convert more prospects and build customer loyalty.
Trusted by 260K organisations worldwide, including 95% of the Fortune 500
Better together: SurveyMonkey and Salesforce
From feedback to action, explore the combined advantage of SurveyMonkey and Salesforce for smarter decision-making.
Automate workflows to scale your customer feedback programme
Trigger survey invites via email, web link or SMS at key customer touchpoints, such as after a case closes or a deal is won. Responses sync back to Salesforce in real time, so your team can quickly tackle trouble spots before customers churn.
Build a 360-degree view of your customers
Create a single source of truth for customer insights. Understand how CX has an impact on growth and retention by combining operational data with feedback so you can inspire your organisation to take action.
Drive better decisions across the customer journey
Easily track customer sentiment with always-on surveys to spot positive trends and possible trouble spots. Monitor your customer satisfaction (CSAT)score, Net Promoter Score® and more along the customer journey for real-time insights that help you make customer-centric decisions.
Grow your business with personalisation
Enrich Salesforce records with feedback data to develop more effective, segmented marketing campaigns at scale. Enable your sales team with better data and send win-loss surveys to optimise your sales motion.
After deploying SurveyMonkey Enterprise with the Salesforce integration, WinMagic saw customer satisfaction rates increase from 64% to 93%.
How the SurveyMonkey Salesforce integration helps your team win
Automatically send surveys to current customers and prospects via email, web link or SMS using triggers from any standard or custom Salesforce object.
Combine customer insights with operational data. Enrich your CRM by mapping SurveyMonkey surveys to any Salesforce object.
Analyse real-time prospect and customer feedback. Easily create reports and dashboards to ensure that your team has access to the right data, at the right time.
Take action with richer insights. Follow up with customers and prospects, and create more effective, tailored marketing campaigns.
“SurveyMonkey checked off two buy-in factors: SurveyMonkey understands GDPR. SurveyMonkey gets Salesforce. That’s huge for us.”
Matt Schoolfield
Manager of Commercial Analytics, Greyhound
Learn more ways to drive business results
Discover Salesforce integration best practices
Check out four best practices for measuring and improving CSAT.
See an integration success story
Learn how the Salesforce integration helped a data security company increase CSAT.
Explore more SurveyMonkey integrations
Get even more out of your survey data with 200+ apps and plug-ins.
Learn more about using the Salesforce integration
Explore our help centre for information about how to set up SurveyMonkey for Salesforce.
Need an enterprise-grade solution?
SurveyMonkey Enterprise provides additional features, such as IT administration, SSO, user controls and permissions, HIPAA compliance and more.
NPS, Net Promoter and Net Promoter Score are registered trademarks of Satmetrix Systems, Inc., Bain & Company and Fred Reichheld.