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Refiner + Salesforce

Refiner + Salesforce

Refiner + Salesforce integrations

Update Salesforce records from new Refiner survey responses

Enrich contacts or leads in Salesforce with data collected through Refiner surveys. You can use this Zapier integration to automatically add customer satisfaction ratings (i.e. NPS, CSAT) to Salesforce contacts.

  1. When this happens...
    User Completes Survey
    User Completes Survey
    User Completes SurveyTriggers when a user completes a survey. The trigger includes response data from the last survey submission, as well as other user data we have on record.
  2. automatically do this!
    Update Record
    Update Record
    Update RecordUpdates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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More things you can do with Refiner and Salesforce

Discover other triggers and actions you can use with Refiner and Salesforce

    • Survey
    Trigger
    Instant
    Try It
  • Refiner triggers, actions, and search
    Identify User

    Creates a new user in Refiner or updates an already existing user.

    Action
    Write
    • History Object
      Required
    Trigger
    Polling
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    • Segment
      Required
    Trigger
    Instant
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    • Contact Identifier
      Required
    • Event Name
      Required
    Action
    Write
    • Salesforce Object
      Required
    • Record (Optional)
    Trigger
    Polling
    Try It
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About Refiner
Refiner is a customer survey tool for data driven SaaS teams.
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salesforce logo
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Related categories
Similar apps
Zapier Forms integrationsZapier Forms integrations
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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