Run surveys. Get insights. Unlock growth.
Free plan, no time limit
Set up in minutes
No credit card required
Share this article:
Copy link iconeCopy link icone hover
8 Best CSAT Survey Tools for Salesforce in 2023
Table of contents

The most popular way to measure customer satisfaction is through a customer satisfaction (CSAT) surveys, used to collect customer feedback.

Doing this manually is possible but it’s extremely cumbersome, which is why having access to the best CSAT tools for Salesforce makes life infinitely easier. 

Today, we’ll show you some of the very best CSAT survey tools that integrate with Salesforce. We’ll highlight how the integration works, what is required and how much it will cost you.

CSAT tools for Salesforce banner 1

What is CSAT?

CSAT stands for customer satisfaction and is one of the main metrics for customer feedback. It measures how satisfied your customers are with your products and services. This, in turn, helps guide customer-centric businesses toward providing better customer experiences.

CSAT surveys are typically a set of questions used to gauge customer response levels that help businesses uncover the strengths (and weaknesses) of their offerings.

When used well, CSAT can lead to true customer delight and glowing testimonials.

Here's what a CSAT survey looks like:

Combining CSAT surveys with Salesforce data

Having the right CSAT tool on hand allows your data to flow smoothly between tools, helping your team to become more efficient. 

With all customer feedback funneling through Salesforce, customer service teams can quickly identify potential issues and take action. 

Not only will this help provide customers with the speed and accuracy they deserve, but it'll also enable your team to spot any trends to prevent similar occurrences in the future, pinpointing what's working and where there may be room for improvement.

As a result, sales reps armed with CSAT tools and Salesforce integration can provide meaningful experiences from purchase to post-service care, leading to higher customer satisfaction levels and long-term loyalty, not to mention better sales.

Salesforce is the most popular CRM tool out there, so naturally, there are a few survey tools that integrate with it. Here are the very best.

#1 Survicate

In the Salesforce marketplace, Survicate is one of the best tools for measuring customer satisfaction. With just a few clicks, you can send targeted CSAT surveys and have the data immediately available in your Salesforce dashboard.

But it doesn't stop there—on top of customer surveys, Survicate provides detailed analytics that makes it easy to dig deep into customers’ minds and take more meaningful actions based on every observation.

Survicate offers export to XLS, CSV, Google Sheets, or your CRM, customer data filters, word cloud, and many more.

Aside from that, Survicate provides its users with professional survey templates (including expert-designed CSAT surveys). Besides CSAT, there are 125+ other survey templates to try out.

And when it comes to integration with Salesforce, you can get it up and running with a few clicks. 

With Survicate and Salesforce combined, you can seamlessly integrate Salesforce contacts and survey respondents, send surveys based on Salesforce lists and segments, and trigger Salesforce workflows according to responses. 

🦸‍♀️ Top Survicate features

  • An easy Salesforce integration that requires no coding
  • Automated identification of Salesforce contacts
  • Assigning survey responses to Salesforce object fields
  • Extensive customization options
  • User-triggered website, mobile, email, and in-app surveys
  • Unlimited free users
  • Extensive targeting options
  • Conditional notifications, also via Slack & Microsoft Teams
  • Multilingual surveys, skip logic, custom actions, and re-directs

💸 What is the cost?

The best part is that Survicate can be integrated with Salesforce even on the free plan. If you need more advanced features, you have four extensive plans to pick from, starting from $89 per month.

#2 Typeform

Typeform offers customizable forms, surveys, and quizzes, all of which are designed to be easy for customers to complete and fun for customer service teams to create and analyze.

CSAT tools for Salesforce - Typeform
Typeform is a great form builder that can also create CSAT surveys

However, Typeform’s integration with Salesforce is limited to one main feature: creating a new Salesforce lead automatically based on a customer survey response. It doesn't offer web surveys like Survicate, which limits its functionalities even more. 

Typeform is going to be a good choice if you don’t need much more than that and you mainly focus on good survey design rather than its features.

🦸‍♀️ Top Typeform features

  • Creating new Salesforce leads from survey responses
  • Predefined templates for surveys
  • Oustanding survey designs
  • In-built photo and video library

💸 What is the cost?

Typeform’s integration with Salesforce is available on the Business plan at $80 per month. 

#3 GetFeedback

Another option worth considering among CSAT solutions for Salesforce is GetFeedback. This easy-to-use platform that allows you to set up surveys and start collecting customer feedback right away. 

CSAT tools for Salesforce - Getfeedback
An easy way to build surveys that integrate with Salesforce in GetFeedback

Based on GetFeedback’s G2 reviews, we can see that its integration with Salesforce works well.  It provides many features that can enhance the usability of Salesforce, such as viewing and searching for customer feedback right from its dashboard.

With a variety of features such as customizable templates and reporting tools, GetFeedback is an effective way to track customer experiences and measure customer satisfaction.

🦸‍♀️ Top GetFeedback features

  • Using Salesforce automation and email alerts to trigger surveys
  • Sending surveys based on Salesforce contact lists
  • Robust analytics capabilities
  • Syncing responses with Salesforce customer profiles

💸 What is the cost?

GetFeedback offers customizable plans that can be adjusted to the needs of particular enterprises. There are three options available, and all of them offer a Salesforce integration. The tool also offers a free trial. 

#4 InMoment

InMoment is a customer satisfaction platform designed to help Salesforce users get the most out of their customer engagement activities. Powered by cutting-edge technology and analytics, this CSAT tool gives users a solution to analyze their customer journeys, build customer relationships and grow customer loyalty, all through one easy-to-use platform. 

CSAT tools for Salesforce - InMoment
InMoment might be a bit much if you just want to run surveys, but it has a great Salesforce integration

The gap analysis reports provided by InMoment are equipped with powerful analytics that allow your team to track customer feedback over time effectively. They also offer automated workflows, customer segmentation, guided insights, and comprehensive dashboards, all of which come together to create a complex customer experience tracking solution.

Even so, it isn't perfect. The integration, whether it’s Salesforce or any other tool, is quite challenging. Also, it requires coding skills to make even minor changes to the survey theme.

🦸‍♀️ Top InMoment features

  • Sending recurring surveys from Salesforce
  • Ability to customize surveys with Salesforce fields
  • Intelligent sampling
  • CX metrics unified across channels
  • Auto-categorization of qualitative feedback

💸 What is the cost?

The company doesn't provide exact pricing information on its website.   

#5 Jotform

Jotform is an intuitive platform that makes it easy to measure customer feedback with a single click, generate customizable reports and configure automated alerts. 

CSAT tools for Salesforce - Jotform
A great form builder with an average Salesforce integration

It can streamline your sales process and get you more time to focus on connecting with customers. As part of its integration with Salesforce, Jotform helps you quickly collect leads, and automatically transfer them into your pipeline, whether they fit standard or custom objects.

Some things, however, work against it. In terms of survey design, Jotform does not provide the best option. Its surveys lack dynamic features and are quite outdated. Also, they aren't particularly convenient for respondents.

🦸‍♀️ Top Jotform features

  • Adding new leads, contacts, or accounts to sales CRM
  • Collecting online payments directly through forms 
  • Numerous templates available

💸 What is the cost?

Pricing for Jotform starts at $39 per month and goes up to $129 per month. All plans include just one user per team. It’s not entirely clear from the information on the website which plan supports the Salesforce integration.

#6 ZohoSurvey

With customer satisfaction as its main goal, ZohoSurvey is one of the premier customer feedback solutions for businesses that use Salesforce. It's a simple yet comprehensive customer service tool that helps you gain insights from customer interactions and customer feedback quickly, without straining your resources. 

CSAT tools for Salesforce - Zoho Survey
Zoho offers an affordable solution that comes with a Salesforce integration

Another ZohoSurvey benefit is the fact that it won’t break the bank. That's why ZohoSurvey is such a valuable asset for organizations of any size.

Additionally, ZohoSurvey provides customizable reports that enable you to analyze response trends. Also, based on your preferred demographics, the platform can help you collect the responses at an extra charge.

🦸‍♀️ Top ZohoSurvey features

  • Field mapping between Zoho Forms and Salesforce
  • Pushing a form entry to a Salesforce object
  • Setting alerts on integration failure
  • Easy integration setup

💸 What is the cost?

Salesforce integration is available with plans starting at $35 and beyond (billed monthly). On all plans, you can get a free 7-day trial or request a free demo.

#7 Customer Thermometer

The solution offers simple survey options, but it boasts an extremely detailed and complex analytics system. Customer Thermometer is a great solution for the Salesforce ecosystemm, and it doesn’t appear on this list by chance.

CSAT Tools for Salesforce - CustomerThermometer
CustomerThermometer might be too complex for someone who just wants to run surveys

What sets it apart is its ease of use, and the ability to act as a bridge between customer expectations and business objectives. Also, with an out-of-the-box reporting solution, you can see things you haven't noticed before. In short, it's the tool that simplifies analytics to the maximum, also when it comes to Salesforce data.

However, Customer Thermometer also has some weaknesses. Some reviews indicate that double responses or false clicks are not uncommon with this tool. Additionally, its interface is quite limited when it comes to some features, such as deleting duplicate responses.

🦸‍♀️ Top Customer Thermometer features

  • Live mission-control dashboard
  • Response-sensitive appearance
  • Instant sync with Salesforce
  • Customizable icons and library
  • Tailored detailed reports

💸 What is the cost?

The prices vary depending on the number of responses, starting at $29 per month and going up to $700 per month. Custom enterprise plans are also available.

#8 Outgrow

There are some tools that make a great impression right from the beginning, and one such tool is Outgrow. It’s a solution that requires no coding skills (or any other expertise) on your part to craft well-designed surveys that work.

CSAT tools for Salesforce - Outgrow
Outgrow: A survey tool that is easy to set up and works well with Salesforce

Outgrow and Salesforce can be a powerful combination that significantly boosts customer satisfaction levels. As a result, customer data is available in realntime, so that you can address customer issues more quickly and accurately. 

Even though survey design can be customized, there are some limitations. The ability to change the font size or add more question types would be a great addition. The number of survey templates available is also quite limited compared to Survicate or Jotform.

🦸‍♀️ Top Outgrow features

  • A simple integration process
  • Adding Outgrow responses to particular Salesforce Object
  • A tracking system based on multiple factors such as device, browser, geography, traffic sources, date, and time
  • Outgrow is API-enabled
  • Follow-up emails are sent automatically

💸 What is the cost?

Depending on the plan, Outgrow can cost as little as $22 and as much as $720 per month. Additionally, there is the option of a free trial and a custom plan tailored to meet an individual's needs.

Harness the power of Salesforce today

Finding powerful CSAT tools that integrate seamlessly into Salesforce can make a massive difference in how quickly your teams can collect, analyze, and respond to customer feedback

If you’re looking for a robust CSAT tool that integrates with Salesforce, why not try Survicate? Sign up for your free trial today!

to learn all about the Smartlook integration