SurveySparrow integration with Salesforce
How to Create Salesforce contacts for new SurveySparrow 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 contacts for new SurveySparrow 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 SurveySparrow integrations
SurveySparrow actions
Nekton can use any feature that is available in SurveySparrow API.
Using our advanced AI, you can easily create custom automations for SurveySparrow.
Here are some typical actions you can do in your automated workflows.
Share CES Survey via Email
Sends a saved CES Share template to the provided email address
Create Contact
Creates a new contact in your active contacts list.
Share CSAT Survey via SMS
Sends a saved CSAT Share template to the provided Mobile Number recipients
Share NPS Survey via SMS
Sends a saved NPS Share template to the provided Mobile Number recipients
Share Survey via SMS
Sends a saved SMS Share template to the provided Mobile Number recipients
Share CES Survey via SMS
Sends a saved CES Share template to the provided Mobile Number recipients
About SurveySparrow
SurveySparrow lets you create and share highly engaging, mobile-first surveys that offer a chat-like experience.