Quick summary
This tutorial shows how to integrate SurveyMonkey with Salesforce using Zapier by creating a Zap that automatically sends survey response data into Salesforce as a triggered action. Connecting these two platforms eliminates manual data entry and keeps your CRM records in sync with incoming survey results in real time.
Steps
- Navigate to the left-side panel and click 'Create'.
- Select 'Zaps' from the list of options.
- Click 'Trigger' to start the integration process.
- Search for 'SurveyMonkey' and select it from the suggested results.
- Choose your preferred 'Trigger Event'.
- Tap 'Sign In' and log into your SurveyMonkey account.
- Specify the data center of your SurveyMonkey account, then click 'Yes, Continue to SurveyMonkey'.
- Click 'Authorize' to proceed.
- Provide the information needed to configure the Trigger.
- Click 'Continue' to run your inputs and test the Trigger.
- Tap 'Continue' to advance to the Action setup.
- Search for 'Salesforce' and choose it as the Action app.
- Open the drop-down menu and specify the 'Action Event' you want to use.
- Tap 'Sign In' and log into your Salesforce account.
- Choose your preferred Salesforce Environment, then click 'Yes, Continue to Salesforce'.
- Click 'Allow' to agree to the terms and grant the necessary permissions.
- Fill out all input fields with the required information one by one.
- Click 'Continue' to publish and activate the integration.
- Your SurveyMonkey account is now fully integrated with Salesforce.
