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Workato: Advanced SurveyMonkey Integrations

Powerful and flexible integrations in minutes!

Overview

  • Pre-built integrations available after installing this: - Send survey from SurveyMonkey when a case is closed on Salesforce. - Closed case in Salesforce sends out a SurveyMonkey survey via email

  • Just hit 'start' to get your Salesforce and SurveyMonkey to sync up automatically. Data will be transferred minutes after the information is created from the trigger app.

  • Top rated support and expert help through our chat widget and Help Center. We are committed to help you get productive with your integrations. Feel free to contact us with your integration needs and we will solve them for you.

A single integration scenario, say from a Salesforce closed case to create a survey in SurveyMonkey, is called a recipe in Workato. SurveyMonkey app integrations by Workato includes several recipes and allows you to customize/create your own using Workato’s powerful integration service. Features: - Send survey from SurveyMonkey when a case is closed on Salesforce. - Closed case in Salesforce sends out a SurveyMonkey survey via email Instructions: - Click "Get It Now" and login using your Salesforce credentials. - Access the Salesforce + SurveyMonkey integration recipes under 'My Recipes’ - Click on a recipe and go to the App Connections section to add your Quickbooks Online and Salesforce login credentials. Note: To send out email surveys, you will need to release the email in the Survey App. To do so, go to “Messages”, “Create New Message”, and send the message to everyone who has not received an email message yet.

Categories

Business Needs
Surveys

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