The Salesforce Integration
Boost your Prospecting & Customer Relationship Management
Sync FluidSurveys and Salesforce, improve your customer relationships!
Our Salesforce integration allows you to easily collect information from leads and customers. With more complete, accurate profiles, you'll be in better position to close sales and manage relationships.
- Create new customer profiles.
- Update existing customer information.
- Customize surveys and forms with data in your Salesforce profiles.
- Attach customer survey responses to profiles.
- Create email contact lists to send survey invites.
More Integrations
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Zendesk
With this integration, you can quickly uncover issues that may have gone unreported, and proactively manage customer satisfaction. Set up conditions that trigger a ticket, plus pipe in customer feedback directly into the ticket so support can do an informed follow up.
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Dropbox
This integration allows you to maintain a back-up of all of your responses automatically. Also, share your responses with colleagues, without granting them access to your FluidSurveys account. With the Dropbox integration, organizing, sharing, storing, and protecting your data has never been easier!
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Freshbooks
By connecting your survey or form with the Freshbooks Integration, you can automate repetitive data entry tasks, collect payments sooner, and manage the entire customer relationship. With more timely information, feel confident making your business critical decisions.
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Zapier
Zapier is an online tool that gives you the ability to automate tasks between your online services and applications. So if you could save time by having FluidSurveys and another application push and pull data from one another, this integration is for you!
Sign up for FluidSurveys and Integrate!
The Saleforce integration is only available on our Enterprise plans. Check out our plans and pricing today!