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Salesforce
Survicate and Salesforce integration

Effortless and advanced Salesforce surveys

Collect actionable customer insights and automate feedback workflows. Gather data, manage feedback and personalize each customer’s experience with Salesforce survey integration
  • 10-day free trial of paid features
  • Set up in minutes
  • No credit card required
Trusted by companies of all sizes
Trusted by 1500+ digital businesses

Create and automate Salesforce surveys in 5 minutes

Design and customize Salesforce surveys with an intuitive interface, one-click integration and expert-made templates.
  • Easily create surveys without any coding, using the AI creator and hundreds of templates
  • Customize Salesforce surveys with personalized paths, thank you screens and more
  • Connect Salesforce surveys effortlessly, integrate with one click
  • Embed Salesforce surveys in your email template with a copy-paste function
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Maximize the potential of Salesforce surveys targeting

Target specific groups based on behavior, demographics, lifecycle stage and more
  • Set rules in Salesforce to automatically trigger surveys based on specific customer actions or record updates
  • Target specific customer groups based on Salesforce data
  • Increase response rates by ensuring surveys are sent to the right audience at the right time
  • Leverage Salesforce CRM data to segment survey respondents and create more relevant feedback loops

Analyze Salesforce survey data in one tool

Automatically sync customer feedback into Salesforce. Receive real-time updates
  • View survey responses in Salesforce to monitor customer satisfaction
  • Track and visualize key metrics and trends through customized Salesforce dashboards
  • Turn feedback into action with automatic Salesforce workflows based on new responses
  • Get detailed insights by tracking and analyzing survey responses across different segments
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AI-generated responses may contain inaccuracies, outdated information, or biases.
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Why choose Survicate x HubSpot integration?

  • Easy to use and integrate
  • Best value for money
  • Advanced features and all use cases support
  • Priority human support
Sandra Wiedecke
Marketing Advertising at Animal Emergency Service
“We are delighted with Survicate! We are using Survicate for B2C and B2B communication, mostly for feedback and NPS surveys. Connecting with HubSpot was super easy. Sending out NPS surveys via HubSpot is sleek and up to the standard.”

Discover how MAJORITY uses NPS & churn surveys to improve customer engagement

  • +7.5% NPS
  • 6 Braze & Intercom workflows
  • Up to 83% completion rate
Aura Arias
Head of CRM at MAJORITY
“With Survicate, we could finally bring user feedback back into Braze and act on it in real-time.”

Why do companies switch to Survicate?

Get feedback from everyone, everywhere
  • Collect complete feedback through email, web, mobile, and in-product surveys
  • Continuously track NPS, CSAT, and CES, and monitor trends effectively
  • Launch continuous and recurring surveys precisely targeted to the right audience segments
Skip manual feSkip manual feedback managementedback management
  • Continuously listen to feedback from all sources
  • Automatically sync online reviews, calls, emails and transcriptions in one place
  • Categorize insights to fully understand customer needs in real time
Make feedback-driven decisions faster
  • Build custom dashboards to monitor crucial metrics and trends over time
  • Automatically visualize your data for faster insights
  • Break down results by timeframe, attributes, and more
Translate feedback into visible improvements
  • Close feedback loops automatically with custom workflows
  • Connect Survicate with over 40 native integrations
  • Centralize and categorize feedback in Insights Hub for a detailed view of your customers’ needs and experiences
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Saleforce surveys FAQs

Why should I consider using Survicate as an alternative to Salesforce surveys?

How does Survicate compare to other Salesforce survey tools?

How do Salesforce surveys work in Survicate?

Can I map Survicate Salesforce surveys to default and custom objects?

What kind of Salesforce surveys can I run with Survicate?

Can I use Survicate for the Salesforce customer satisfaction survey (CSAT)?

Can I build a Salesforce custom survey with Survicate?

What kind of questions can I include for my Salesforce surveys?

How can I build a Salesforce survey with Survicate's survey builder?

Can I customize the look and feel of a survey in Salesforce built with Survicate?

How can I export the data from a Survicate for Salesforce survey?

Can I use Survicate to create a simple survey for Salesforce?

What are some popular use cases for using Survicate Salesforce surveys?

Do you offer any Salesforce survey templates?

How can I test the Salesforce survey tool with Survicate?

How do I experience a Salesforce survey in email?

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Survicate has your (feed)back

  • human live chat support, no bots
  • 97% satisfaction rate
  • 2 minutes first response