Salesforce + SurveyAnalytica
Turn survey responses into Salesforce Leads, Contacts and Opportunities — and pull Salesforce contacts into your survey audience.
SurveyAnalytica connects to your own Salesforce Connected App over OAuth 2.0. Workflows write survey outcomes into Salesforce as Leads, Contacts or Opportunities with field-level mapping, and your Salesforce contacts can be imported as survey participants — so feedback lands where your revenue team already works.
Workflow triggers
Inbound Salesforce data via webhook trigger
Flows start from authenticated Salesforce reads or webhook deliveries — the shipped contact-replication flow pulls Salesforce contacts on this path.
Workflow actions
Create or update Lead
Map survey answers, scores and contact fields onto a new or existing Salesforce Lead.
Create or update Contact
Keep Salesforce Contacts in step with what respondents tell you.
Create or update Opportunity
Push buying signals from surveys into pipeline as Opportunities.
Import Salesforce contacts
Replicate Salesforce contacts into an org contact list to target surveys and campaigns.
How data flows
Outbound: survey responses and contact-list changes flow into Salesforce records (Lead, Contact, Opportunity) via authenticated REST calls with JSON field mapping. Inbound: Salesforce contacts import into your participant lists. Each direction runs as its own workflow you control.
Connection: OAuth 2.0 against your own Salesforce Connected App (authorization code + refresh token). Tokens are stored per integration account and refreshed automatically.
Worked example: Route hot leads from an NPS survey into Salesforce
Trigger: a survey response arrives on your pricing-page NPS survey.
Condition: score is 9-10 AND the respondent answered 'evaluating this quarter'.
Action: create or update a Salesforce Lead with the score, verbatim comment and campaign source mapped to fields.
Else branch: low scores open an internal follow-up task instead — nothing noisy reaches sales.
Ready-made flow templates
Install a shipped template and adapt it — no build-from-scratch required.
Setting it up
1.
Create a Connected App in your Salesforce org with OAuth scopes for the objects you'll write.
2.
In SurveyAnalytica, open Account → Integrations → Add Salesforce and paste your instance URL, client id and secret.
3.
Approve the OAuth consent — tokens are stored and refreshed automatically.
4.
Add a Salesforce action to any workflow and map survey fields to Lead, Contact or Opportunity fields.
Frequently asked questions
Do I need a paid Salesforce edition?
You need a Salesforce edition that allows Connected Apps with API access (most business editions do). SurveyAnalytica uses your own Connected App, so API usage stays under your org's limits and policies.
Can I update existing records instead of creating duplicates?
Yes — actions support create and update against Lead, Contact and Opportunity objects with your own field mapping.
Can I survey my existing Salesforce contacts?
Yes. The Salesforce contact replication flow imports contacts into a SurveyAnalytica contact list, which any survey or campaign can target.
Is this real-time?
Workflow actions fire as responses arrive. Contact imports run as flows you can schedule or trigger on demand.