Surveys are one of the best ways a business can learn about its customers, their preferences, likes, dislikes, buying behavior, and much more. When these surveys connect with technology like Salesforce CRM, things get just interesting. Salesforce and SurveyMonkey integration service is one of the best examples of how 95% of 500 Fortune companies are leveraging deeper insights that pave the way for more customer conversions and strong customer loyalty.
According to a report by The Business Research Company, the global online survey software market has grown to $3.94 billion in 2025. In the next few years, it will grow to $7.52 billion in 2029.
Salesforce and SurveyMonkey Integration – A Powerful Duo
On the one hand, you have the world’s largest and most powerful CRM, Salesforce, and on the other hand, you have one of the finest online survey platforms, when combined with innovation & precision, businesses would get something magical.
Directly connect survey forms with Salesforce records and learn whether your customers are happy, if they have any suggestions if they are looking for any support, or anything else.
Salesforce integration services with SurveyMonkey allow business users to manage data, enhance reporting, and gain more transparency.
Here’s how you can empower your team with the combo of these two platforms –
- With Salesforce, users can directly send survey forms to their customers & prospects.
- Connect SurveyMonkey responses directly to any Salesforce object, giving your CRM a boost with real-time customer insights.
- Build reports and dashboards effortlessly, ensuring your team always has the right data when they need it.
- Follow up with customers, refine your marketing strategies, and create more personalized campaigns with deeper, data-driven understanding.
Top Benefits of SurveyMonkey and Salesforce Integration
Automated Workflow
Empower your customer feedback process through the power of automation. The tool helps surveyors get in touch with customers at the key touchpoints. You can push the collected data to the Salesforce system in real time and avoid the chances of customer churn.
Customer 360-Degree View
The aim of a survey is to get a holistic view of customers and their different aspects. With Salesforce and SurveyMonkey integration you can create a single source of truth for customers’ insights. It helps to improve customer experience.
Data-Driven Decision Making
You can drive better decisions based on the insights you have received via survey forms. The data analysis becomes super easy. From finding positive trends to monitoring customer satisfaction scores, you can make decisions that drive productivity.
Hyper-Personalization
Salesforce is known for bringing next-level personalization into the process. With this online survey tool, it is no exception. Through insights you can more effectively segment your market and run personalized marketing campaigns.
How to Leverage Salesforce Integration Services for SurveyMonkey?
To answer this question, we first need to understand the prerequisites for the successful Salesforce & SurveyMonkey integration. It includes the availability of proper permissions for respective tools.
- To establish a successful connection between the two, you need to have Enterprise Power Seat.
- Ensure you have full control over creating and managing surveys.
- Always use the System Admin role to avoid any challenges during the connection.
- Allow API access to establish a connection between the two tools.
- Make sure you enable send outbound messages.
- In the Salesforce feature, keeping the settings to password never expires will gain you a consistent connection.
Now that we have understood the prerequisites, let us take you through a 4-step guide to harness the power of Salesforce integration consultants for successful connection –
Step 1 – Build Surveys in the SurveyMonkey Tool
- Create polls or survey questions in the tool with the help of the Salesforce integration company.
- They create custom variables to track unique details of the survey like customer ID, location, etc.
- The professionals will help you create an email to send survey forms via.
Step 2 – Keep Salesforce Objects Ready
- There is a need to create custom objects before you map a survey or poll in Salesforce.
- Create custom fields for a specific kind of field you are asking your customers. This would help save responses in the respective field as per the field quality.
- Never forget to check for field compatibility.
Step 3 – Connect Salesforce with SurveyMonkey
- It’s time to establish a connection between the two tools.
- Click on the tab Integrations and Plug-ins in the SurveyMonkey.
- Select Salesforce and click on the connect feature.
- The platforms get connected.
P.S. – You might need OAuth 2.0 to have a secure login and to keep data private.
Step 4 – Send Out Survey Forms
- Trigger your survey forms to the audience.
- Users can create unique web links to surveys and send them via social media, emails, or websites.
- Make sure your Salesforce integration consultant has created a robust Salesforce process to generate survey requests.
The Conclusion
The integration of two mammoth technologies will help businesses like yours to improve marketing activities and sales processes. From collecting data to storing it, Salesforce with SurveyMonkey can streamline everything.
To harness the full power of both platforms, we advise you to hire a Salesforce integration company like FEXLE. The certified integration experts will help you combine the power of both tools and help you create & send surveys that drive customer loyalty and utmost customer satisfaction.
