SurveyMonkey for Salesforce

I love using it

Helps us from having to login separate and use it

Frustrating migration experience

SurveyMonkey works reasonably well overall, but our migration experience was frustrating. We had been using GetFeedback and were informed that we needed to migrate to SurveyMonkey. During the migration, we discovered that SurveyMonkey could not place a complete survey response—including all questions and answers—into a single Salesforce object field, as GetFeedback could. We asked whether this functionality could be added, but were told that because no other customers had requested it, it would likely be months before it was even considered. That left us with two options: redesign all of our Salesforce survey reporting or build the functionality ourselves. We chose the latter. Two custom fields, one Salesforce Flow, an Apex batch class, and a test class later, we were finally able to capture the full survey response in a single Salesforce field. The app itself works adequately, but the migration was not smooth, and we were disappointed that functionality we relied on in GetFeedback was not available in SurveyMonkey.

Useful Integration & Good Support

The SurveyMonkey integration has allowed us to sync NPS data back to the Account and Contact objects for use in reporting in both Salesforce and Tableau. The SurveyMonkey reports in Salesforce are really useful and allow for NPS visibility across all teams and departments. We've used this data in Tableau to create email alerts based on NPS in order to closely monitor customer health and automate the response process. The setup was easy with the guidance of the implementation specialist who demonstrated the process and walked us through the mapping and automation options.

Easy to use and full featured integration

The SurveyMonkey for Salesforce integration has helped us streamline automations by building triggers based on actions within Salesforce. This real time approach allows us to address concerns promptly and improve overall customer satisfaction. The integration enables us to push survey data back to Salesforce records and, as a result, analyze responses in context of the customer interactions. We can measure satisfaction after interactions and provide point in time feedback and insights. We have created customized reports and dashboards within Salesforce using survey data. We can visualize trends, identify patters, and make informed decisions. NPS scores can be tracked and aggregated along with correlation with operational metrics. We can use permissions and best practices when integrating data and ensuring that data is partitioned in the correct divisions and groups. We were able to find immediate valued with the integration.

The leading survey tool!

Ease of use, value for money, connectivity to Salesforce and beyond.

Survey Collection + Analysis Made Easy

SurveyMonkey has really helped streamline how we collect and analyze customer feedback! Not only is it easy to set-up and use, the data is well-organized and makes analyzing interactive and fun. I've enjoyed working with SurveyMonkey, as their support team is readily available to answer any questions. Highly recommend using SurveyMonkey for all of your survey needs!

SurveyMonkey - Salesforce

We use SurveyMonkey API to receive patient surveys data straight into Salesforce. It is an integral part of our ETL process, streamlining data directly from source to an analytics platform. The level of integration is native and straightforward. Our research team is greatly appreciative of an easy to use SurveyMonkey questionnaire setup and downstream data receipt and analysis.

Easy to configure and works well

We have been using SurveyMonkey for almost a year now. The SurveyMonkey team was very helpful in getting our Salesforce integration up and running. It is easy to configure for Admin; easy to manage and report for Business. The SurveyMonkey support team is very responsive and helpful in addressing any issue we have. Highly recommend.

Easy to Setup and Use, But it Does Have it's Faults

The survey Monkey/Salesforce itegration is pretty user friendly and a breeze to set up. Just create fields in Salesforce to match your survey, create an integration in Survey Monkey, and connect a Salesforce user account to the integration. Flows can be created in Salesforce to manipulate the data. We have workshop participants filling out surveys with questions regarding the person who presented it, so I have the flow making the presenter the owner of the record so that they can see only their own feedback in their community portal. One issue I have run into it if the User's name is hyphenated or contains an apostrophe, the sync fails for the record. That is easy enough to get around, however, sometimes a sync will fail with the same error as if the user had an unsupported character, but everything checks out and matches with what is in Salesforce. This is the only reason that I took a star away, otherwise the tool is great! I do recommend this app if you're looking for an easy way to get your survey data from SM into Salesforce.

Tracking to the contact level

I love that we can track responses down to the contact. It helps us truly improve our customers' experiences. It can be a bit tricky to get everything mapped out during the initial integration, but luckily, we had someone on staff who was able to get it figured out and working. We can also choose to keep the surveys completely anonymous by sending directly out of SurveyMonkey too. Once we got it figured out, it's been great.