Salesforce CPQ and SurveyMonkey integrations and automations

Do everything in one place

Customize your Salesforce CPQ and SurveyMonkey integration with the following triggers and actions.

Triggers

When this happens…

Salesforce CPQ
  • Object created
    Object created in Salesforce CPQ
  • Daily object review
    Daily Object review in Salesforce CPQ
  • Object created/updated
    Object created/updated in Salesforce CPQ

    • Any other trigger you can think up

SurveyMonkey
  • Completed survey response
    Completed response for survey on SurveyMonkey

    • Any other trigger you can think up

Actions

Do this…

Salesforce CPQ
  • Custom action
    Custom action in Salesforce CPQ (Custom)
  • Create object
    Create object in Salesforce CPQ
  • Get related objects Batch
    Get related object list in Salesforce CPQ
  • Search objects Batch
    Search for objects in Salesforce CPQ
  • Update object
    Update object in Salesforce CPQ

    • Any other action you can think up

SurveyMonkey
  • Custom action
    Custom action in SurveyMonkey (Custom)
  • Search surveys
    Search for a survey in SurveyMonkey
  • Send survey invite via email
    Send SurveyMonkey survey invite via email to recipient

    • Any other action you can think up

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