Integrating QuestionPro / Salesforce.com creates a consistent interface between your QuestionPro survey data and your database of Salesforce.com leads, contacts and opportunities. The QuestionPro / Salesforce.com integration
After developing the survey using QuestionPro’s web-based wizard interface, a link is provided with custom variables for your Salesforce.com email campaign. The link contains an ID for the survey hosted at QuestionPro as well as an ID for the Salesforce.com object that you would like to integrate. Using this link, you can send invitations to your contacts in Salesforce.com to take a survey. When a respondent clicks on the link, QuestionPro will capture their survey responses locally and also populate your Salesforce.com system with the survey results. The steps for implementing the QuestionPro / Salesforce.com interface are as follows:
- Create a survey using QuestionPro
- Define the mapping between survey data at QuestionPro and fields in your Salesforce.com database.
- Create an email template in Salesforce.com containing the customized link.
- Invite respondents to the survey! QuestionPro automatically tallies the data and passes it back to Salesforce.com.