Salesforce + SmartSurvey Integration

Integrate Salesforce to SmartSurvey in one click, or tell Integrately AI how you want each response handled. Create Salesforce contacts, update records, send follow-up surveys, and alert your team automatically.

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1.
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
  • SmartSurvey
    Response is created in SmartSurvey
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2.
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce
  • SmartSurvey
    Create contact in SmartSurvey
  • SmartSurvey
    Send survey in SmartSurvey

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Ready Workflows Ready Workflows for Salesforce + SmartSurvey Integration

Capture survey responses as contacts, update Salesforce records, send follow-up surveys, and alert your team, all in just one click.

Most popular automationsmost-popular-automations
SmartSurvey + Salesforce Integration

Create Salesforce record for new SmartSurvey response

When you receive a new SmartSurvey response, automatically a record is created for you with the responses from SmartSurvey in Salesforce. This is especially helpful if you want to collect data from multiple people and need to track it in one place. Plus, you can easily share the Salesforce with others so they can see the responses as well.

So why wait? Get started today and make your data collection process more efficient!
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Activate
SmartSurvey + Salesforce Integration

Create Salesforce record for new SmartSurvey response

When you receive a new SmartSurvey response, automatically a record is created for you with the responses from SmartSurvey in Salesforce. This is especially helpful if you want to collect data from multiple people and need to track it in one place. Plus, you can easily share the Salesforce with others so they can see the responses as well.

So why wait? Get started today and make your data collection process more efficient!
See more
Activate
  • 1of3
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Salesforce + SmartSurvey flow

Route survey responses to your CRM, alert your sales team, and trigger follow-up emails instantly. Pick a combination and activate it in one click.

Salesforce
SmartSurvey
+
HubspotHubspot (8)
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MailchimpMailchimp (8)
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SlackSlack (8)
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Google SheetsGoogle Sheets (8)
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CalendlyCalendly (8)
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ZendeskZendesk (8)
S
S
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Create a Salesforce contact from every SmartSurvey response, and add it to HubSpot
SmartSurvey responses appear in Salesforce and HubSpot instantly, eliminating manual copy-pasting.
S
S
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Create a Salesforce task for every SmartSurvey response, and create a follow-up task in HubSpot
Keep your sales and support teams aligned by logging survey tasks across Salesforce and HubSpot.
S
H
S
When a Salesforce record is updated, update the matching HubSpot contact and log the change
Keep your CRM records synchronised between Salesforce and HubSpot without manual updates.
S
H
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Create a HubSpot deal when a new Salesforce opportunity is created, and log it
Pipeline visibility improves when Salesforce opportunities instantly generate matching HubSpot deals.
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S
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If a SmartSurvey response contains feedback, create a Salesforce case and log a HubSpot ticket
Route survey feedback into Salesforce and HubSpot immediately for fast issue resolution.
S
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When a Salesforce case is updated, update the HubSpot contact and notify the team
Keep support records synchronized between Salesforce and HubSpot whenever case statuses change.
S
S
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Use Claude to summarise every SmartSurvey response, save the summary in Salesforce, and update HubSpot
AI-generated response summaries keep Salesforce and HubSpot records clear and actionable.
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S
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Turn every SmartSurvey response into a Salesforce contact, create a HubSpot deal, and log a task
Multi-app pipelines capture survey leads, create deals, and assign tasks automatically.

Supported triggers and actions for Salesforce and SmartSurvey

Mix and match to build the exact automation you need

Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Get records by ID in Salesforce
Retrieves a record based on its id
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Create record in Salesforce
Generates a new record
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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SmartSurvey
SmartSurvey Triggers & Actions
Response is created in SmartSurvey
Triggers the automation when a response is submitted
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Create contact in SmartSurvey
Adds a new contact to the database
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Send survey in SmartSurvey
Sends a reply
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What can you automate with Salesforce + SmartSurvey?

Streamline your survey and CRM workflows with powerful automated triggers and actions.

What you can automate?
🔄
Sync survey responses to Salesforce records
Automatically create a contact or lead in Salesforce the moment a new response is created in SmartSurvey. Eliminate manual data entry and keep your CRM updated in real time.
📝
Capture every submitted questionnaire field
Map all survey answers into corresponding Salesforce fields instead of just basic contact info. Your CRM records become a richer source for review and follow-up.
🔔
Alert your team instantly on new responses
Send instant notifications to your sales or support channels whenever a high-value survey submission arrives, ensuring immediate follow-up and faster response times.
🔀
Route submissions based on survey answers
Trigger different Salesforce actions depending on specific options selected in the questionnaire, ensuring leads and support requests reach the right department.
🔄
Keep Salesforce updated as records change
Automatically update existing Salesforce contacts, leads, or opportunities whenever new survey interactions occur, maintaining clean and consistent customer profiles.
🛡️
Prevent duplicate records with smart matching
Search for existing records in Salesforce before creating new entries, ensuring your database remains organized without cluttering up your pipeline with duplicates.
📋
Handle support cases from feedback submissions
Turn critical survey responses and support feedback into new Salesforce cases automatically, ensuring no customer issue goes unaddressed or untracked.
🌐
Extend your workflow to Slack channels
Connect your core Salesforce and SmartSurvey integration with Slack to broadcast submission summaries and alert team members without leaving your workspace.
And much more...

Who is Salesforce + SmartSurvey integration for?

Connecting Salesforce and SmartSurvey eliminates manual data entry, ensuring teams capture survey responses, update CRM records, and act on insights instantly.

Performance marketers
Performance marketers
Sales operations teams
Sales operations teams
Account managers
Account managers
Customer support leads
Customer support leads
Project coordinators
Project coordinators
Data administrators
Data administrators
📈
Performance marketers
You're running surveys to gather lead feedback but your CRM records only update when someone manually exports submissions, so the response counts you're optimising against are always a few hours behind — with this integration, every new response lands in Salesforce instantly and your data stays current.
⚡
Sales operations teams
You manage incoming lead data from questionnaires but reps find out about high-intent submissions too late to close quickly, causing potential deals to stall — automating both apps means every survey response creates a Salesforce contact immediately so your team can act without delay.
📋
Account managers
You report on client satisfaction scores to stakeholders but compiling questionnaire answers by hand leaves gaps in your progress tracking, making reviews difficult — connecting these apps means survey scores sync straight to Salesforce records so your reports are always up to date.
📊
Customer support leads
You receive high volumes of feedback submissions daily that overwhelm manual processing capacity, leading to missed support tickets and frustrated respondents — this integration means every questionnaire entry creates a Salesforce case automatically and nothing slips through.
🤝
Project coordinators
You own the onboarding stage and depend on team members upstream to hand over client intake forms before you can begin work, causing unnecessary bottlenecks — with this integration, completed questionnaire submissions trigger Salesforce updates instantly to hand off work without waiting.
🗂️
Data administrators
You need a reliable history of all questionnaire submissions but keep finding missing entries and mismatched customer profiles across your databases — automating both apps means every SmartSurvey response populates Salesforce records cleanly and maintains a complete audit trail.
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Why choose Integrately to automate Salesforce + SmartSurvey

Build and manage your Salesforce + SmartSurvey automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Salesforce + SmartSurvey with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Salesforce to SmartSurvey?
Frequently Asked Questions
You can connect Salesforce to SmartSurvey in one click using pre-built workflows on Integrately, or use Integrately AI to set up custom data synchronization with Hubspot, Slack, Google Sheets, and 1,500+ other apps.
Can I automatically create Salesforce contacts from SmartSurvey responses?
Frequently Asked Questions
Can I connect Salesforce, SmartSurvey, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Salesforce and SmartSurvey?
Frequently Asked Questions
How are Salesforce records updated when a survey response comes in?
Frequently Asked Questions
Can SmartSurvey trigger automated workflows in other apps?
Frequently Asked Questions
Do I need coding skills to automate Salesforce and SmartSurvey?
Frequently Asked Questions
Is the Salesforce and SmartSurvey integration free?
Frequently Asked Questions
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You Can Also Connect Salesforce or SmartSurvey With 1500+ Other Apps

Salesforce
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SmartSurvey
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Sync SmartSurvey with analytics, marketing, and reporting tools to keep questionnaire data working across your stack.
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