SurveyStance + Salesforce

See how every customer feels, right on their Salesforce record.

Customer feedback shouldn't live in a separate tool your sales and service teams never open. SurveyStance syncs every response to the matching Contact record in Salesforce, so the people who own the relationship see how the customer feels.

  • Syncs toSalesforce Contact record
  • Works withOneClick and kiosk
  • ConnectionNative, no middleware

How it works

From one tap to the Contact record.

  1. 01

    A customer taps a rating

    In your email signature, at the bottom of a help desk reply, or on a kiosk at your location.

  2. 02

    SurveyStance syncs it

    The response goes straight to Salesforce through our native integration. Nobody exports anything.

  3. 03

    It lands on the Contact

    Open the customer's Contact record and their feedback is right there, next to everything else you know.

Why it matters

What your team does with it.

Walk into renewal calls informed

Account managers see how a customer has rated recent interactions before they pick up the phone.

Catch unhappy customers early

A run of low ratings on a key contact is a warning sign you can act on long before the cancellation email.

Follow up from the record

Log the call, create the task and close the loop without switching between SurveyStance and Salesforce.

See feedback next to the relationship

Ratings sit alongside cases, opportunities and activity history, so feedback is part of the customer picture.

Built in

Native, so there is nothing in the middle.

Plenty of survey tools say they integrate with Salesforce when they mean you can wire it up yourself through a third-party automation tool. That is another subscription and another step that can quietly break. Ours connects directly, and we maintain it.

How Salesforce survey integrations compare

Through middleware

SurveyStance Automation tool Salesforce
  • Extra subscription
  • Extra step to maintain

SurveyStance native

SurveyStance Salesforce
  • Nothing extra to pay for
  • Maintained by us

Questions

Salesforce integration FAQ

Using other tools too? See all SurveyStance integrations.

What does the SurveyStance Salesforce integration do?

It syncs SurveyStance feedback responses to the matching Contact record in Salesforce, so anyone who opens that contact can see how the customer rated their experience.

Which SurveyStance responses sync to Salesforce?

Responses tied to a person: OneClick ratings from email signatures and help desk replies, and kiosk or QR code responses where the respondent shares their contact details.

Do I need Zapier or another tool in the middle?

No. The Salesforce integration is native, so there is no middleware subscription to pay for and no third-party step to maintain. Our Zapier app is there for the other apps your team uses.

How do I get it set up?

Talk to our team. We will walk through your Salesforce setup with you and get responses flowing to your Contact records.

Get started

Put customer feedback where your team already looks.

See the Salesforce integration with your own setup in a short demo.