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Integrate With SalesForce

 

ProProfs Survey Maker provides a smooth and easy way to integrate surveys with Salesforce CRM. With the integration of Salesforce, you can send surveys, receive responses and create leads. This integration helps in creating a better customer support system.

 

Benefits of Integrating Survey Maker with SalesForce:

 

  • Provides an excellent platform to identify and understand the customer base.
  • Analyze survey responses directly within SalesForce to capture potential leads.
  • Sync data between Survey Maker and SalesForce to drive down unexpected churn.
  • Improve upsell opportunities.

How to Integrate ProProfs Survey Maker with SalesForce

 

Follow the steps given below to integrate Survey Maker with Salesforce. 

 

Step 1: Go to Settings of the survey you want to integrate with SalesForce.

 

Step 2: Next, Go to Integrations and enable SalesForce from the options available.

 

 

Step 3: Enter your SalesForce details and click Next.

 

 

Step 4: Select the type of list you want to generate from the dropdown and press Next.

 

 

Step 5: Map your survey fields to sync it with SalesForce. Once done, click on Finish.