Refiner integration with Salesforce
How to Update Salesforce records from new Refiner survey responses
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 "Update Salesforce records from new Refiner survey responses" 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 Refiner integrations
Refiner actions
Nekton can use any feature that is available in Refiner API.
Using our advanced AI, you can easily create custom automations for Refiner.
Here are some typical actions you can do in your automated workflows.
Track Event
Track events and purchase intent signals performed by your users
User Completes Survey
Triggers when a user completes a survey. The trigger includes response data from the last survey submission, as well as other user data we have on record.
User Enters Segment
Triggers when a user enters a segment in Refiner. The trigger contains all user data we have on record, including previous survey responses
About Refiner
Refiner is a customer survey tool for data driven SaaS teams.