how to link survey monkey to salesforce

To access the integration:

• Log in to your SurveyMonkey account.
• Click the Products icon and select Integrations & Plug-ins.
• Select Salesforce.
• To select an already connected account, click on the username. Or, click Connect or Connect Sandbox to connect another Salesforce instance.

Full Answer

Can SurveyMonkey connect to Salesforce?

SurveyMonkey for Salesforce automates workflows to trigger surveys and pushes data back to Salesforce records for in-context analysis. Create reports, dashboards, and automate workflow rules to take action on feedback.

How do I link SurveyMonkey?

To create a Web Link:Go to the Collect Responses section of your survey.Choose Get Web Link. ... Choose your collector options.Edit the nickname of the collector by clicking the pencil icon in the dark grey bar at the top left of the page—this nickname does not show to survey takers.More items...

How do I use surveys in Salesforce?

How To Create Your First Survey Using Salesforce SurveysEnable Surveys within your Org. ... Give users permission to create surveys. ... Customize your start page. ... Add your Questions. ... Customize the survey to match your brand. ... Activate it! ... Get your link and send out your Survey. ... View the responses.

Is there a survey tool in Salesforce?

Salesforce provides three types of survey licenses: Survey Response Pack, Salesforce Feedback Management - Starter, and Salesforce Feedback Management - Growth. The capabilities that you can use in your survey depend on the licenses that you have.

Is SurveyMonkey better than Google forms?

If design is a key consideration, SurveyMonkey is your better bet. Its surveys are much more customizable, and frankly, they look more professional than those created in Google Forms.

Why is my SurveyMonkey link not working?

Link is Broken or Opens the SurveyMonkey Homepage Rather than clicking on the hyperlink to access the survey, try copying and pasting the URL into your browser's address bar. If that doesn't work, please contact the survey creator who can give you the correct link.

How do I enable surveys in Salesforce?

Enable SurveysFrom Setup, in the Quick Find box, enter Survey , then select Survey, and then click Survey Settings.Enable Surveys. ... To create surveys that are accessible to people who don't have Salesforce accounts in your company, select a community.More items...

How do I automate a survey in Salesforce?

Create a Process on the Opportunity ObjectClick. and select Setup.In the Quick Find box, enter Process Builder .Click Process Builder.Click New.Name the process. Maria enters Survey Invitation on Opportunity Closure .For The process starts when, select A record changes.Click Save.Click Add Object.More items...

How do I track survey responses in Salesforce?

From the App Launcher, find and select Reports. Click New Report. From the Other Reports section, select All Survey Question Responses. Name the report.

Is Salesforce survey free?

Each Salesforce org receives up to 300 survey responses for free. After the first 300, you can purchase an add-on response pack based on the number of responses you receive.

How do I send a survey to a customer in Salesforce?

Send a Survey Invitation from a ProcessEnter a name for this action. ... Select an active survey.Select a question or the survey link. ... Select the email template used to send the invitation. ... Select the recipient type. ... Select the recipient based on the object that's associated with the process.More items...

How much does Salesforce survey cost?

The pricing is simple, $12 per user per month with unlimited surveys and unlimited responses. But the minimum contract is an annual contract for 20 users, $2,880 per year.

Introduction to Salesforce

Salesforce is a cloud-based Customer Relationship Management (CRM) tool that is designed to support companies in managing their Sales and Customer related data. You can use the Salesforce CRM without any technical background as it is easy to set up and manage.

Introduction to SurveyMonkey

SurveyMonkey helps organizations to collect data about people using free online surveys and transform them into insights that can power the business. SurveyMonkey is not only limited to surveys but also can create quizzes and polls. It can bundle data collection instruments as web links, E-Mail, or through social media.

SurveyMonkey Salesforce Integration

For SurveyMonkey integration with Salesforce, you must have a SurveyMonkey enterprise license.

Conclusion

From this blog on SurveyMonkey Salesforce integration, you would have understood the Key Features of SurveyMonkey and Salesforce along with their brief introduction. You would now be clear with the steps involved in SurveyMonkey Salesforce integration.

Is SurveyMonkey available in English?

Get the integration! The SurveyMonkey for Salesforce integration is available in English only as an Enterprise add-on. If you’re interested, contact sales »#N#If you’re a current Enterprise customer with questions, contact your Customer Success Manager (CSM).

Can you connect surveys to Salesforce?

From the Connected Surveys page, you can connect surveys and map response data to Salesforce records. Or, you can select a connected survey to edit, duplicate, or delete from the Actions menu.

Can you use Einstein Bots on Salesforce?

If you’re using Einstein Bots on your custom website or Salesforce Community site, you can use the SurveyMonkey Einstein Bot Extension app to gather feedback about your customer’s Einstein Bot experience.

Can SurveyMonkey be used with Salesforce?

You can chat with your CSM about your specific use case so you can best utilize the integration. Organizations use the SurveyMonkey for Salesforce integration in many different ways, depending on how they use Salesforce. Below are some common use cases.

Create your own Integration

Connect Salesforce and SurveyMonkey the way you want. Start by selecting the trigger and action events listed here.

Run Workflows

Connect Salesforce and SurveyMonkey with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.

Why Automate.io?

iPaaS products that connect multiple apps have been costly and complicated to use. Automate.io brings the same power to small businesses at economical price so you can automate away your tedious & repetitive tasks once and for all.

How to connect SurveyMonkey to Salesforce?

In SurveyMonkey, click on the app launcher. You will find products. Go to Integrations & Plugins and select salesforce from featured apps. To integrate salesforce, you need a SurveyMonkey enterprise license. You can connect to the sandbox instance also by clicking on ‘ADD SANDBOX ACCOUNT’. After connecting to salesforce, you can find connected orgs.

How to add a survey to Salesforce?

You will find connected Salesforce org. 2. Select the Salesforce org to connect a survey. You will find Connected surveys. 3. To add a survey to the account click ‘CONNECT SURVEY’ and select the survey from a list of surveys in SurveyMonkey. 4.

What is survey monkey?

It is very important to know how satisfied the customer is. Surveying is an easy and reliable technique for gathering feedback from customers. The SurveyMonkey is used to create surveys and to send them to the customers.

Can you scan a QR code to take a survey?

Customers can download and scan the QR Code to take a survey on their smartphone. You can manage Survey Collector Options. Collector Options are the settings that affect who can access your survey and how many times customers can give survey. You can set the end date for the customer for taking the survey.

How to Copy a Survey in SurveyMonkey

Creating a survey takes time, so there's no reason you should start from scratch every time—especially if you're mostly planning on asking the same questions. Happily, it's easy to copy a survey in SurveyMonkey. There are two ways you can do this. You can make a copy of a survey...

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

About SurveyMonkey

SurveyMonkey is the easiest way to create surveys and get answers. SurveyMonkey lets you whip up a survey quickly and get targeted answers from the audience you want to ask.