Salesforce Workflow

Discover customer insights through effective feedback measurement. This guide outlines a seven-step process to build mobile-friendly surveys and leverage Salesforce for actionable results.

With Qwary's seamless integration into Salesforce, you can effortlessly initiate surveys following transactions or other significant events, enabling you to monitor customer sentiment effortlessly, update salesforce with response data when the survey is completed or import contact and account data from Salesforce to Qwary seamlessly.

Below are the supported tasks.

  1. Create email campaign to survey users when Salesforce case or opportunity closes

  2. Map survey response data into Salesforce

  3. Import contact data from Salesforce to Qwary

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