SmartSurvey integration with Salesforce
How to Create Salesforce leads from new SmartSurvey 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 "Create Salesforce leads from new SmartSurvey 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 SmartSurvey integrations
SmartSurvey actions
Nekton can use any feature that is available in SmartSurvey API.
Using our advanced AI, you can easily create custom automations for SmartSurvey.
Here are some typical actions you can do in your automated workflows.
Send Survey
Send a survey invitation to a new contact.
Create Contact
Creates a contact within a contact list.
New Response
Triggers when a survey has a new response.
About SmartSurvey
SmartSurvey provides powerful, advanced online survey software. Built to let individuals and teams create any type of questionnaire or form to get answers fast.