Responsly | Surveys, Forms, NPS, CSAT, Customer Experience

Solid survey-to-Salesforce sync — saves our team hours

We rolled this out to capture customer feedback after implementations and push structured responses straight into Salesforce. Setup was straightforward: we mapped key fields to Leads and Cases, and the first test submissions landed in the right records without manual cleanup. What works well for us is that responses arrive as usable CRM data, so our consultants see context in the same place they already work. Triggers and reporting on our side “just work” because the payload is consistent. We also like that we can keep the survey experience on our brand while still feeding Salesforce. If I could improve one thing, it would be even richer in-app guidance for edge cases (e.g. multi-select to long text fields) so less technical admins feel 100% confident on the first mapping pass. That’s a nice-to-have, not a blocker. I would recommend this app to other Salesforce shops that run feedback or intake flows and want fewer spreadsheets and copy-paste steps between tools and CRM.

Feedback that finally lives where our consultants work

Responsly for Salesforce has been a practical fit for our projects: survey flows are easy to stand up, and tying responses to CRM context makes handoffs between consulting, sales, and customer success much cleaner than juggling spreadsheets and separate tools. What we like most is the reduced friction—fewer exports/imports, faster follow‑ups, and a single place to see what customers actually said. That matters when we are onboarding teams who are not deeply technical. For improvement, we would welcome even clearer guidance for complex org setups (custom objects, permissions, sandbox promotion paths) so larger enterprise rollouts feel fully “safe by default.” We recommend the app to teams that want structured feedback inside Salesforce without building everything from scratch. Overall it has been a solid addition to how we deliver feedback programs for our clients.