Retently + Salesforce Integration

Q: Can I automatically sync customer survey responses to my CRM?

Yes, you can automatically sync survey responses from Retently into Salesforce records using ready automation templates in 1 click or by building custom flows with Integrately AI.

Q: Can I connect Retently, Salesforce, and Google Sheets?

Yes, you can connect Retently, Salesforce, and Google Sheets together to log feedback rows and update CRM records simultaneously, along with 1,500+ other apps.

Q: What is a good Zapier alternative for Retently and Salesforce?

Most alternatives cannot match the speed and ease of Integrately, which offers 20 million+ templates, AI workflow building, and 24/5 live chat support for your integrations.

Q: How does Retently handle survey response data in automations?

Retently triggers automations when survey responses, customer profiles, or overall metric scores are updated, letting you sync feedback data straight into your CRM.

Q: Can I update specific fields in Salesforce records from feedback data?

Yes, you can update Salesforce records with survey feedback and metric scores automatically using ready automation templates or custom AI-assisted mappings.

Q: Do I need coding skills to automate Retently and Salesforce?

No coding skills are required to connect Retently and Salesforce. You can activate ready templates instantly or prompt Integrately AI to build your exact workflow.

Q: Is the Retently and Salesforce integration free?

Yes, you can start the Retently and Salesforce integration on the free forever plan, with premium features and advanced automations available on paid plans.

Integrate Retently to Salesforce in one click, or tell Integrately AI how you want each survey response handled. Sync feedback, update records, alert your team, and trigger follow-ups automatically.

Integrate For Free

Free forever.

Use premium features free for 14 days.

Survey response is created in Retently
Customer is created in Retently
Company is created in Retently
Overall metric score is updated in Retently
Field is updated on record in Salesforce
Record is created in Salesforce
Record is updated in Salesforce
Lead is created in Salesforce
Lead is updated in Salesforce
Opportunity is created in Salesforce
Opportunity is updated in Salesforce
Task is created in Salesforce
Task is updated in Salesforce
Contact is updated in Salesforce
Contact is created in Salesforce
Account is created in Salesforce
Account is updated in Salesforce
Outbound message is received in Salesforce Instant
Case is created in Salesforce
Case is updated in Salesforce
Quote is created in Salesforce
Quote is updated in Salesforce

Unsubscribe customer in Retently
Create or Update Customer in Retently
Search customer by email in Retently
Tag a survey response in Retently
Search company in Retently
Create customer and Send survey in Retently
Search record using query in Salesforce
Create record in Salesforce
Get records by ID in Salesforce
Update record in Salesforce
Search record in Salesforce
Create lead in Salesforce
Update lead in Salesforce
Search lead in Salesforce
Create contact in Salesforce
Update contact in Salesforce
Search contact in Salesforce
Create opportunity in Salesforce
Update opportunity in Salesforce
Search opportunity in Salesforce
Add contact to campaign in Salesforce
Add lead to campaign in Salesforce
Create account in Salesforce
Search account in Salesforce
Update account in Salesforce
Create task in Salesforce
Update task in Salesforce
Search task in Salesforce
Get tasks by contact Id in Salesforce
Create case in Salesforce
Update case in Salesforce
Search case in Salesforce
Get events by contact Id in Salesforce
Search quote in Salesforce

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Ready Workflows for Retently + Salesforce Integration

Capture survey responses, update your CRM, log metric scores, alert your team, and send follow-ups, all in just one click.

Create Salesforce record for new Retently response

When you receive a new Retently response, automatically a record is created for you with the responses from Retently 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!

Activate

Create Salesforce opportunity for new Retently response

Integrating your Salesforce with your Retently, can help you automatically create new opportunitys based on responses recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Retently - Salesforce integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.

Activate

Create Salesforce account for new Retently response

Retently + Salesforce Integration

Activate

Create Salesforce task for new Retently response

It's important to stay on top of your customer relationships, and one way to do that is to create Salesforce tasks for new Retently responses received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Salesforce task for new Retently response received today - your customers will thank you for it!

Activate

When Survey response is created in Retently > Check any condition > Create opportunity in Salesforce

Retently + Salesforce Integration

Activate

When Survey response is created in Retently > Create contact in Salesforce > Create record in Salesforce

Retently + Salesforce Integration

Activate

When Survey response is created in Retently > Create lead in Salesforce > Create record in Salesforce

Retently + Salesforce Integration

Activate

When Survey response is created in Retently > Check any condition > Create contact in Salesforce > Create record in Salesforce

Retently + Salesforce Integration

Activate

When Survey response is created in Retently > Check any condition > Create lead in Salesforce > Create record in Salesforce

Retently + Salesforce Integration

Activate

When Survey response is created in Retently > Check any condition > Create opportunity in Salesforce > Create record in Salesforce

Retently + Salesforce Integration

Activate

1of3

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

Connect more apps to your Retently + Salesforce flow

Sync survey feedback to customer support tools, messaging apps, and spreadsheets the moment responses arrive. Pick a combination and activate it in one click.

Hubspot (4)

Zendesk (3)

Mailchimp (3)

Slack (3)

Jira Software Cloud (3)

Google Sheets (3)

Create a HubSpot contact and a Salesforce record whenever a survey response is created in Retently.

New Retently survey responses immediately create a contact in HubSpot and a corresponding record in Salesforce without manual data entry.

Update Salesforce records and create a HubSpot task whenever a customer is created in Retently.

New customer profiles in Retently automatically generate follow-up tasks in HubSpot and update your Salesforce database instantly.

If an overall metric score is updated in Retently, log the update in HubSpot and update Salesforce.

Satisfaction score changes in Retently update your HubSpot profile and Salesforce record automatically to reflect current customer sentiment.

Use Claude to evaluate Retently survey responses, update HubSpot, and create a Salesforce lead.

Claude analyzes survey feedback sentiment so you can automatically update HubSpot contacts and create Salesforce leads for high-priority responses.

Create a Zendesk support ticket and a Salesforce record whenever a negative Retently survey response is submitted.

Dissatisfied survey responses in Retently immediately generate a support ticket in Zendesk and update records in Salesforce for fast resolution.

When a Zendesk ticket is solved, update Salesforce and tag the survey response in Retently.

Resolved support tickets in Zendesk update your Salesforce records and tag related feedback in Retently to close the feedback loop.

Use Gemini to analyze Zendesk tickets, update Salesforce, and tag survey responses in Retently.

Gemini categorizes support ticket themes so you can update Salesforce records and tag related survey responses in Retently automatically.

Add Retently survey respondents to a Mailchimp audience and update Salesforce records instantly.

New survey respondents in Retently are added to Mailchimp mailing lists and synchronized with your Salesforce CRM automatically.

Unsubscribe contacts in Mailchimp and update Salesforce when customers are unsubscribed in Retently.

Opt-outs in Retently automatically update your Mailchimp subscriber lists and sync changes to your Salesforce database.

Use ChatGPT to categorize Retently feedback, add tags in Mailchimp, and update Salesforce records.

ChatGPT categorizes survey comments so you can segment Mailchimp subscribers and update Salesforce records with sentiment insights.

Notify your team on Slack and update Salesforce whenever a new survey response is created in Retently.

Instant Slack notifications alert your team to new Retently survey responses while updating Salesforce records automatically.

Alert your support channel on Slack and update Salesforce when an overall metric score is updated in Retently.

Score fluctuations in Retently trigger immediate Slack team notifications and update your Salesforce customer database.

Use Claude to summarize Retently survey feedback, post to Slack, and update Salesforce records.

Claude generates concise feedback summaries that get posted to Slack and logged in Salesforce alongside customer survey data.

Create a Jira issue and update Salesforce whenever a low score survey response is created in Retently.

Low satisfaction scores in Retently automatically open bug or task issues in Jira and update corresponding Salesforce records.

When a Jira issue is resolved, update Salesforce and tag the survey response in Retently.

Resolved engineering issues in Jira update your Salesforce CRM records and tag related feedback items in Retently.

Use Gemini to analyze Retently survey feedback, create a Jira issue, and update Salesforce.

Gemini reviews feedback sentiment to create targeted Jira issues and update Salesforce customer records automatically.

Add Retently survey responses to a Google Sheets row and update Salesforce records automatically.

Survey responses logged in Retently instantly populate Google Sheets rows and update your Salesforce database without manual entry.

Update Google Sheets and Salesforce when customer company data is created in Retently.

New company profiles in Retently automatically add spreadsheet rows and update your Salesforce account records.

Use ChatGPT to analyze survey feedback, add a Google Sheets row, and update Salesforce.

ChatGPT analyzes survey comments before recording the feedback in Google Sheets and updating Salesforce records.

Supported triggers and actions for Retently and Salesforce

Mix and match to build the exact automation you need

Retently Triggers & Actions

Survey response is created in Retently

Triggers the automation when a survey response is submitted

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Customer is created in Retently

Triggers the automation when a new customer is created

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Company is created in Retently

Triggers the automation when a new company is created

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Overall metric score is updated in Retently

Triggers the automation when the overall metric score is updated

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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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Search record using query in Salesforce

Searches for a record using the query provided by the user

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Create record in Salesforce

Generates a new record

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Get records by ID in Salesforce

Retrieves a record based on its id

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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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What can you automate with Retently + Salesforce?

Sync customer feedback, update CRM records, and trigger automated follow-up actions effortlessly across your business systems.

Get Started For Free

📝

Sync survey responses to CRM records

Create a Salesforce record automatically whenever a survey response is created in Retently. Eliminate manual data entry and keep your customer database up to date.

📋

Capture every submitted feedback field

Map all survey answers, metric scores, and comments into separate Salesforce fields instead of just basic contact details. Your CRM becomes a complete source for review.

🔔

Alert your team instantly on submission

Notify the right account owner or support rep the moment a customer submits feedback, ensuring rapid responses to important survey ratings.

🔀

Route records based on submitted score

Perform different actions depending on whether a survey score is positive or negative. Send positive feedback to marketing and negative scores to support.

🔄

Keep destination records updated as data changes

Automatically refresh existing Salesforce records whenever a customer updates their profile or metric scores change in Retently.

🔍

Search and update instead of creating duplicates

Check if a customer already exists in Salesforce before writing data, updating the existing record instead of cluttering your CRM with duplicate entries.

⏱️

Handle metric score updates automatically

Trigger follow-up workflows and update CRM stages whenever overall metric scores are refreshed or recalculated in Retently.

🔗

Extend your workflow to Google Sheets

Pass survey data from Retently and Salesforce into Google Sheets simultaneously to maintain spreadsheet backups and custom team reports.

And much more...

Who is Retently + Salesforce integration for?

Customer success managers, sales directors, and support leads rely on this integration to keep satisfaction metrics aligned with CRM records automatically.

Data analysts

Customer support leads

Account managers

Customer success teams

Sales operations

CRM administrators

📈

Data analysts

You're reviewing survey results but your CRM records only update when someone manually exports data, so the satisfaction metrics you're reporting against are always a few hours behind — automating both apps means every survey response updates your CRM instantly and your data stays current.

🚨

Customer support leads

You need to address low satisfaction scores immediately, but feedback sits unread in survey tools until someone checks manually, so frustrated clients wait too long for help — integrating these apps means every low score creates a support task instantly and your team can act fast.

📊

Account managers

You answer to clients who want to see regular progress updates, but pulling feedback into client records takes hours of manual copying, so your status reports are tedious to assemble — with this integration, every survey submission syncs to client records automatically and reports build themselves.

⚡

Customer success teams

The volume of customer feedback is too high for anyone to keep up with by hand, so valuable comments get lost and accounts slip through the cracks — this integration means every survey response updates your database instantly and your team stays on top of volume.

🤝

Sales operations

You own the CRM pipeline and depend on customer feedback upstream to hand leads over smoothly, but manual data entry causes constant handoff delays — automating both apps means survey data flows straight into your CRM records and your pipeline moves without friction.

🗂️

CRM administrators

You need a reliable customer history in your database but keep finding gaps caused by missed manual data entries, so your records remain incomplete — with this integration, every customer interaction and survey score logs in your CRM automatically and your history stays pristine.

Try This Integration – No Code Needed

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Retently + Salesforce

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

1,500+ apps connected

Connect Retently + Salesforce with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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

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

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

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

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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Frequently Asked Questions

How do I connect Retently to Salesforce?

You can connect Retently to Salesforce in 1 click using ready workflows on Integrately, or use Integrately AI to build custom automations with apps like Slack, HubSpot, and Google Sheets.

Can I automatically sync customer survey responses to my CRM?

Can I connect Retently, Salesforce, and Google Sheets?

What is a good Zapier alternative for Retently and Salesforce?

How does Retently handle survey response data in automations?

Can I update specific fields in Salesforce records from feedback data?

Do I need coding skills to automate Retently and Salesforce?

Is the Retently and Salesforce integration free?

Didn't find the answer you were looking for?

No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Retently or Salesforce With 1500+ Other Apps

Popular Retently Integrations

Connect Retently to customer support, survey, and analytics tools to collect and act on feedback across your stack.

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Retently Integrations

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Popular Salesforce Integrations

Sync Salesforce with marketing, invoicing, and project management tools to keep business data working together.

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Salesforce Integrations

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Retently + Salesforce Integration

Integrate Retently to Salesforce in one click, or tell Integrately AI how you want each survey response handled. Sync feedback, update records, alert your team, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Retently + Salesforce Integration

Capture survey responses, update your CRM, log metric scores, alert your team, and send follow-ups, all in just one click.

Create Salesforce record for new Retently response

Create Salesforce opportunity for new Retently response

Create Salesforce account for new Retently response

Create Salesforce task for new Retently response

When Survey response is created in Retently > Check any condition > Create opportunity in Salesforce

When Survey response is created in Retently > Create contact in Salesforce > Create record in Salesforce

When Survey response is created in Retently > Create lead in Salesforce > Create record in Salesforce

When Survey response is created in Retently > Check any condition > Create contact in Salesforce > Create record in Salesforce

When Survey response is created in Retently > Check any condition > Create lead in Salesforce > Create record in Salesforce

When Survey response is created in Retently > Check any condition > Create opportunity in Salesforce > Create record in Salesforce

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

Connect more apps to your Retently + Salesforce flow

Sync survey feedback to customer support tools, messaging apps, and spreadsheets the moment responses arrive. Pick a combination and activate it in one click.

Supported triggers and actions for Retently and Salesforce

Mix and match to build the exact automation you need

What can you automate with Retently + Salesforce?

Sync customer feedback, update CRM records, and trigger automated follow-up actions effortlessly across your business systems.

Who is Retently + Salesforce integration for?

Customer success managers, sales directors, and support leads rely on this integration to keep satisfaction metrics aligned with CRM records automatically.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Retently + Salesforce

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

How Integrately Works?

Trusted by 42,000+ Customers

Related Posts

How to integrate Salesforce to your apps: 10 most-used Salesforce integrations

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Retently or Salesforce With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Retently + Salesforce Integration

Integrate Retently to Salesforce in one click, or tell Integrately AI how you want each survey response handled. Sync feedback, update records, alert your team, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Retently + Salesforce Integration

Capture survey responses, update your CRM, log metric scores, alert your team, and send follow-ups, all in just one click.

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

Connect more apps to your Retently + Salesforce flow

Sync survey feedback to customer support tools, messaging apps, and spreadsheets the moment responses arrive. Pick a combination and activate it in one click.

Supported triggers and actions for Retently and Salesforce

Mix and match to build the exact automation you need

What can you automate with Retently + Salesforce?

Sync customer feedback, update CRM records, and trigger automated follow-up actions effortlessly across your business systems.

Who is Retently + Salesforce integration for?

Customer success managers, sales directors, and support leads rely on this integration to keep satisfaction metrics aligned with CRM records automatically.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Retently + Salesforce

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

How Integrately Works?

Trusted by 42,000+ Customers

Related Posts

How to integrate Salesforce to your apps: 10 most-used Salesforce integrations

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Retently or Salesforce With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click