Salesforce + Survey Monkey Integration

Integrate Salesforce to Survey Monkey in one click, or tell Integrately AI how you want each response handled. Create contacts, log survey data, update your CRM records, and trigger follow-ups automatically.

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  • 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
  • Survey Monkey
    Survey response is received in Survey Monkey
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Ready Workflows Ready Workflows for Salesforce + Survey Monkey Integration

Capture survey responses, create Salesforce contacts, keep your CRM updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Survey Monkey + Salesforce Integration

Create Salesforce record for new Survey Monkey survey response

When you receive a new Survey Monkey survey response, automatically a record is created for you with the responses from Survey Monkey 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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Salesforce + Survey Monkey Integration

Create Survey Monkey contact for new Salesforce record

Are you tired of manually creating Survey Monkey contact for every new Salesforce record? Well, there's a better way! With our new automation, you can automatically create Survey Monkey contact for new Salesforce records.

That means less work for you and more time to focus on other important tasks. Plus, our system is highly customizable, so you can tailor it to your specific needs.

So why wait? Install this automation today and start enjoying the benefits of automatic Survey Monkey {{action.Contact} creation!
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Survey Monkey + Salesforce Integration

Create Salesforce contact for new Survey Monkey survey response

When someone completes your Survey Monkey, a new contact is automatically created in your Salesforce. This way, you can quickly follow up with the survey response and turn them into a customer!

Plus, all of the information from the Survey Monkey is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Survey Monkey - Salesforce integration set up makes it easy to manage your customer relationships and grow your business.
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Survey Monkey + Salesforce Integration

Create Salesforce opportunity for new Survey Monkey survey response

Integrating your Salesforce with your Survey Monkey, can help you automatically create new opportunitys based on survey 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 Survey Monkey - 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.
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Survey Monkey + Salesforce Integration

Create Salesforce task for new Survey Monkey survey 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 Survey Monkey survey 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 Survey Monkey survey response received today - your customers will thank you for it!
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Connect more apps to your Salesforce + Survey Monkey flow

Connect your survey data and CRM records with messaging tools, support desks, and spreadsheets to keep every team aligned. Pick a combination and activate it in one click.

Salesforce
Survey Monkey
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HubspotHubspot (4)
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SlackSlack (4)
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ZendeskZendesk (3)
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GmailGmail (3)
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MailchimpMailchimp (3)
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Google SheetsGoogle Sheets (3)
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H
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When a Survey Monkey survey response is received, create a contact in HubSpot and create a contact in Salesforce.
Survey Monkey responses appear in HubSpot and Salesforce instantly without manual entry, ensuring your sales pipeline is always current.
S
H
S
When a Survey Monkey survey response is received, create a task in HubSpot and create a task in Salesforce.
New survey submissions instantly generate follow-up tasks in HubSpot and Salesforce, keeping your team on track.
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H
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When a Survey Monkey survey response is received, update the contact in HubSpot and update the record in Salesforce.
Keep your HubSpot contacts and Salesforce records synchronised with the latest survey insights automatically.
S
H
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Use Claude to analyse survey responses, create a contact in HubSpot, and create a lead in Salesforce.
Claude evaluates new Survey Monkey submissions, creating qualified contacts in HubSpot and leads in Salesforce automatically.

Supported triggers and actions for Salesforce and Survey Monkey

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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Survey Monkey
Survey Monkey Triggers & Actions
Survey response is received in Survey Monkey
Triggers the automation when a survey response is submitted
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Create contact in Survey Monkey
Adds a new contact to the database
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Search contact in Survey Monkey
Finds and retrieves contact information
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Send survey in Survey Monkey
Sends a reply
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Search survey in Survey Monkey
Searches for a survey
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Search collector in Survey Monkey
Searches for a collector
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What can you automate with Salesforce + Survey Monkey?

Streamline your survey feedback loops and CRM updates with ready-made automation workflows.

What you can automate?
🔄
Sync survey responses to Salesforce records instantly
Capture every Survey Monkey submission and create or update matching contact records in Salesforce automatically. Your CRM database stays complete and up to date without manual data entry.
📋
Capture every submitted feedback field accurately
Map all survey answers and custom fields into your Salesforce records instead of just basic contact details. Your team gets full context for every customer interaction.
🔔
Notify your team the moment feedback arrives
Trigger instant team alerts or email notifications whenever a high-priority survey response is received. Your staff can engage respondents while their experience is fresh.
🔀
Route survey responses based on score or answers
Send positive responses to your sales pipeline and route negative feedback directly to your support desk. Conditional automation ensures every submission goes to the right team.
🔄
Keep Salesforce updated as survey data changes
Automatically refresh existing Salesforce records whenever a respondent updates their answers or submits a follow-up survey. Your CRM records reflect current customer sentiment.
🛡️
Prevent duplicate records with smart matching
Search existing Salesforce records before creating new contacts or opportunities from survey responses. Keep your database clean and free of redundant entries.
⏱️
Automate follow-up tasks upon survey completion
Generate follow-up tasks in Salesforce immediately after a survey response is received. Ensure accountability and timely customer outreach across your entire organization.
📊
Extend survey data to Google Sheets for reporting
Push Survey Monkey responses and Salesforce updates into Google Sheets simultaneously for advanced team reporting and stakeholder visibility.
And much more...

Who is Salesforce + Survey Monkey integration for?

Sales teams, customer success managers, and operations leaders use this integration to keep customer feedback synchronized with CRM records effortlessly.

Customer Success Leaders
Customer Success Leaders
Support Managers
Support Managers
Operations Directors
Operations Directors
Sales Operations Teams
Sales Operations Teams
Account Executives
Account Executives
Data Analysts
Data Analysts
📈
Customer Success Leaders
You're reviewing satisfaction scores across accounts but your CRM only updates when someone manually exports survey data, so your retention metrics are always a few hours behind — with this integration, every new response lands in Salesforce instantly and your dashboards stay current.
Support Managers
You need to act fast when negative feedback arrives, but complaints sit unread in survey tools until someone checks them manually — this integration means every critical survey response triggers an instant CRM case so your team can resolve issues immediately.
📊
Operations Directors
You answer to executive stakeholders who want to see real-time customer feedback metrics, but manual data transfers lead to reporting gaps — connecting these apps means survey data flows straight into your Salesforce records without any manual copying.
🔄
Sales Operations Teams
The volume of survey submissions is too high for anyone to keep up by hand, leading to missed lead opportunities and stagnant pipelines — automating both apps means every respondent is created as a contact in Salesforce the moment they submit feedback.
🤝
Account Executives
You own the next client outreach step and depend on survey notifications to reach out at the right time, but manual handoffs cause delays — this integration means survey responses appear in your Salesforce view immediately so you can follow up without missing a beat.
📋
Data Analysts
You need a reliable customer history in your CRM and keep finding gaps caused by missed survey exports — automating this workflow means every survey submission creates an accurate, permanent record in Salesforce for reliable trend analysis.
Our team

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Why choose Integrately to automate Salesforce + Survey Monkey

Build and manage your Salesforce + Survey Monkey 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 + Survey Monkey 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.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Salesforce to Survey Monkey?
Frequently Asked Questions
You can connect Salesforce to Survey Monkey in one click using ready-made templates on Integrately, or ask Integrately AI to build the integration and map the fields for your workflow. It also connects seamlessly with Slack, Zendesk, Gmail, and 1,500+ other apps.
Can I automatically create a Salesforce contact from new Survey Monkey responses?
Frequently Asked Questions
Can I connect Salesforce, Survey Monkey, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Salesforce and Survey Monkey?
Frequently Asked Questions
How does Salesforce handle incoming data from Survey Monkey?
Frequently Asked Questions
Can I trigger surveys in Survey Monkey from Salesforce updates?
Frequently Asked Questions
Do I need coding skills to automate Salesforce and Survey Monkey?
Frequently Asked Questions
Is the Salesforce and Survey Monkey integration free?
Frequently Asked Questions
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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 Salesforce or Survey Monkey With 1500+ Other Apps

Salesforce
Popular Salesforce Integrations
Connect Salesforce with CRMs, email tools, and messaging platforms to manage and follow up on your client pipeline.
Survey Monkey
Popular Survey Monkey Integrations
Sync Survey Monkey with spreadsheets, analytics, and reporting tools to keep customer feedback working across your stack.