SurveyMonkey has announced significant updates to its SurveyMonkey for Salesforce integration, which are now available on Salesforce AppExchange. These updates allow customers to seamlessly automate highly personalised email surveys within Salesforce, improving efficiency and engagement.
“Customer experience leaders choose SurveyMonkey because we make it easy to get started quickly and deliver actionable insights. SurveyMonkey for Salesforce is one of our most popular integrations. We’re excited to empower our customers to make even better data-driven decisions from right within their existing Salesforce workflows,” said Priya Gill, global head of marketing at SurveyMonkey.
The upgraded SurveyMonkey for Salesforce integration is now accessible to SurveyMonkey for CX and SurveyMonkey Enterprise users on AppExchange.
“The updated SurveyMonkey for Salesforce on AppExchange will provide customers with deeper insights to continue to build customer loyalty and covert prospects,” said Alice Steinglass, executive vice president and general manager, platform, Salesforce. “AppExchange is constantly evolving to connect customers with the right apps and experts for their business needs.”
Key features
The integration streamlines survey automation, enabling users to create and send personalised email surveys with automated outbound messaging. In addition, with advanced email collector capabilities, businesses can leverage analytics, automated follow-ups, HTML formatting, and embedded questions to boost response rates.
Moreover, hyper-personalised customer outreach is possible by combining survey insights with Salesforce data, ensuring targeted campaigns reach more customers effectively.
Additionally, this integration allows businesses to build a comprehensive customer profile by tracking key CX metrics—such as Customer Satisfaction Score (CSAT), Net Promoter Score (NPS), and Customer Effort Score (CES)—directly alongside Salesforce data. This deeper level of insight allows organizations to make data-driven decisions that enhance customer relationships, drive growth, and improve retention.