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Salesforce

Salesforce survey integration

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Salesforce ロゴ

Salesforce survey integration

Looking for the best survey software solution for Salesforce? Bringing Salesforce and Asklayer together means combining the power of customer data with the insights gathered through surveys, polls, and questionnaires. This integration makes managing relationships a breeze, offering personalized interactions and deeper connections with every customer touchpoint.

Not familiar with Salesforce?
Salesforce is a leading cloud-based CRM platform that helps businesses manage customer interactions, track leads, automate sales processes, and improve customer service.

How to use this integration

This integration uses webhooks. Set up a hook catching service such as Make.com or Zapier and send the webhook via the ‘actions’ tab of the survey editor.

In depth instructions can be found here

Example use cases:

Combine Salesforce with Asklayer to seamlessly gather leads through surveys or forms. This integration ensures swift follow-up actions, maximizing conversion opportunities.
With Asklayer's surveys integrated into Salesforce, businesses can quickly gather and analyze customer feedback to improve their products and services efficiently.
Customer Satisfaction Survey: Measure satisfaction levels with your product or service, asking Salesforce contacts to rate their experiences and provide feedback for improvements.

Lead Qualification Survey: Use Asklayer to create surveys that help qualify leads within Salesforce, asking potential customers about their needs, budget, and decision-making process to better align sales efforts.

Event Feedback Form: After hosting a webinar or event tracked in Salesforce, send attendees a feedback survey via Asklayer to gather insights on the event's success and areas for future enhancement.

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How to use this integration

This integration uses webhooks. Set up a hook catching service such as Make.com or Zapier and send the webhook via the ‘actions’ tab of the survey editor.

In depth instructions can be found here

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