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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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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Salesforce Integration
The Salesforce integration allows you to easily collect information from leads and customers. With more complete, accurate profiles, you’ll be better equipped to close sales and manage relationships.
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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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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.
Sign up for FluidSurveys and Integrate!
The Saleforce integration is only available on our Enterprise plans. Check out our plans and pricing today!