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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.
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More Integrations

  • Google Drive Integration

    Google Drive

    By storing your survey data in Google Drive, you can manage your data in your prefered tool and share your results with stakeholders in seconds – without worrying about file sizes! Organizing and sharing data has never been easier!

  • Freshbooks Integration

    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.

  • 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!

  • Box Integration

    Box

    Box Inc. is an online file sharing and cloud content management service for enterprise-sized companies. With Box and FluidSurveys together, companies can easily store and share their survey data. This integration comes with many powerful automations so you can spend your time on other business critical tasks.

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The Saleforce integration is only available on our Enterprise plans. Check out our plans and pricing today!

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