Integrations / CRM


Gain insight into how your customers are feeling throughout the customer lifecycle by triggering NPS surveys based on Salesforce activity and linking feedback responses to Contact records and Accounts.

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Customize workflows to trigger Salesforce NPS surveys based on preferred activity and timing

Select from a list of our most requested preset Salesforce triggers or configure your own with easy-to-implement custom workflows. Layer as many triggers as you’d like and decide the survey send time for each configuration, depending on your business needs.

Salesforce NPS standard triggers

Instantly sync Salesforce NPS survey feedback to Contact records

Summarize your response data at the Contact and Account level and use the positive feedback to help identify customers for upgrades and cross-selling opportunities. Use in combination with triggering surveys to capture sentiment across the entire customer journey.

Salesforce integration flow

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