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.
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.