Salesforce + SurveySparrow

Salesforce + SurveySparrow integrations

Share surveys via email with SurveySparrow when updated fields on records happen in Salesforce

Stay on top of all your Salesforce records updates with this efficient workflow. When a record is updated in Salesforce, it prompts an email to be sent via SurveySparrow, sharing a survey directly with your chosen recipients. This efficient process serves as an effective communication tool, ensuring timely feedback and streamlined communication. Eliminate manual tasks and optimize your workflow with this seamless setup.

When this happens...
Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
TriggerPolling
automatically do this!
Share Survey via EmailSends a saved email share template to the provided email address
ActionWrite

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More things you can do with Salesforce and SurveySparrow

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

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It

- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- CES Survey
  Required
Trigger
Instant
Try It
- NPS Survey
  Required
Trigger
Instant
Try It
- CES Survey
  Required
- Email Share Template
  Required
- Recipient Email
  Required
Action
Write
- CES Survey
  Required
- WhatsApp Share Template
  Required
- Recipient Phone Number
  Required
Action
Write
- CSAT Survey
  Required
- Email Share Template
  Required
- Recipient Email
  Required
Action
Write
- CSAT Survey
  Required
- WhatsApp Share Template
  Required
- Recipient Phone Number
  Required
Action
Write
- NPS Survey
  Required
- SMS Share Template
  Required
- Recipient Phone Number
  Required
Action
Write
- Survey
  Required
- Email Share Template
  Required
- Recipient Email
  Required
Action
Write
- ClassicForm Survey
  Required
- WhatsApp Share Template
  Required
- Recipient Phone Number
  Required
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- CSAT Survey
  Required
Trigger
Instant
Try It
- Survey
  Required
Trigger
Instant
Try It
- CES Survey
  Required
- SMS Share Template
  Required
- Recipient Phone Number
  Required
Action
Write
- Email
- Name
- Mobile
Action
Write
- CSAT Survey
  Required
- SMS Share Template
  Required
- Recipient Phone Number
  Required
Action
Write
- NPS Survey
  Required
- Email Share Template
  Required
- Recipient Email
  Required
Action
Write
- NPS Survey
  Required
- WhatsApp Share Template
  Required
- Recipient Phone Number
  Required
Action
Write
- Survey
  Required
- SMS Share Template
  Required
- Recipient Phone Number
  Required
Action
Write

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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About SurveySparrow

SurveySparrow lets you create and share highly engaging, mobile-first surveys that offer a chat-like experience.