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Salesforce iconIntegration with Salesforce

By connecting any of your questionnaires with your Salesforce account, each individual respondent will be saved as a lead, and all data that’s entered by them will be saved too.

An illustration showing SurveyLegend's mascot and Salesforce's monster, becoming friends

 

This way you can easily use SurveyLegend for registration and lead generation, and get the contact details (names and emails) you collect smartly organized under the leads list in your account.

What is a “lead”

Leads are those individuals who are potentially interested in buying your products or services. Lead generation is the process where you collect contact information about such people (potential customers) and keep & categorize them for future when you can contact them and follow up. Lead generation lets you reach potential customers early in their buyer’s journey, so you can earn their trust, build a relationship, and be by their side until they’re ready to make a purchase.

Growing your business means reaching potential customers before they’ve made up their minds! To learn more about generating leads, read this article from Salesforce.

Note:
To make this integration work properly, you must use the smart questions of name icon Name and email icon Email. Also make sure to make them ‘required’.

How to integrate any questionnaire with Salesforce

It’s super easy. Just follow these simple steps and enjoy.

  1. Navigate to ‘Integrations’ tab

    By going to configure step of any of your questionnaires, and then clicking on Integrations tab, you can find a list of all SurveyLegend integrations.

  2. Connect your questionnaire with Salesforce

    Find the Salesforce integration in the list of SurveyLegend integrations. Then click on the Connect connect icon button.

  3. Login to your Salesforce account

    When you press the connect button, you will be asked to login to your Salesforce Account by clicking on Google icon Login to Salesforce button. This will give permission to SurveyLegend to add entries to your leads lists.

  4. XXXX

    xxxxx

  5. Done

    Now all is set. Just click the Done button and leave the rest of the work for us.

Note:
Data only from those respondents who have submitted their responses (those who pressed the submit button) will be sent to Salesforce.

How to deactivate Google Sheets integration

Coming soon


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