Surveybot integration with Salesforce
How to Create Salesforce leads directly from new Surveybot 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 directly from new Surveybot 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 Surveybot integrations
Surveybot actions
Nekton can use any feature that is available in Surveybot API.
Using our advanced AI, you can easily create custom automations for Surveybot.
Here are some typical actions you can do in your automated workflows.
New Survey Response
Triggers when a new response has been completed for your survey.
About Surveybot
Surveybot enables you to create chatbot surveys and distribute them on Facebook, Facebook Messenger and Workplace by Facebook.