QuickTapSurvey integration with Salesforce
How to Save new QuickTapSurvey form entries as leads in Salesforce
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Save new QuickTapSurvey form entries as leads in Salesforce" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate QuickTapSurvey integrations
QuickTapSurvey actions
Nekton can use any feature that is available in QuickTapSurvey API.
Using our advanced AI, you can easily create custom automations for QuickTapSurvey.
Here are some typical actions you can do in your automated workflows.
New Response
Triggers when a new survey response is received.
About QuickTapSurvey
QuickTapSurvey lets you capture data in person using tablets and phones - no internet needed. The app is used for lead capture, feedback, research and more.