How to Integrate SurveyMonkey with Salesforce

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It is very easy to integrate SurveyMonkey with Salesforce via Zapier. Here’s a quick tutorial on how to do it:

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1. Navigate to the left-side panel and then click 'Create'.
2. Select 'Zaps' from the list of options.
3. After that, click 'Trigger' to start the integration process.
4. Search for 'SurveyMonkey' and select it from the suggested results.
5. Next, choose your preferred 'Trigger Event'.
6. Tap 'Sign In' afterwards, then log into your SurveyMonkey account.
7. Subsequently, specify the data center of your SurveyMonkey account and then click 'Yes, Continue to SurveyMonkey'.
8. Click 'Authorize' afterwards to proceed.
9. Provide the information needed to configure the Trigger.
10. Once done, click 'Continue' to run your inputs and test the Trigger.
11. Tap 'Continue' afterwards.
12. Following that, search for 'Salesforce' and choose it as the Action app.
13. Next, click the drop-down menu and specify the 'Action Event' you prefer to use.
14. Tap 'Sign In' afterwards, then log into your Salesforce account.
15. Subsequently, choose your preferred Salesforce Environment and then click 'Yes, Continue to Salesforce'.
16. Click 'Allow' afterwards to agree with the terms and grant the necessary permissions.
17. One by one, fill out the input fields with the required information.
18. Once done, click 'Continue' to publish and activate the integration.
19. After completing these steps, your SurveyMonkey account will be integrated with Salesforce.