Salesforce integration

This integration creates a new case in Salesforce for each Net Promoter Score (NPS) response you get from SatisMeter. To do this, you use Zapier, a tool that connects services to each other. When X happens in SatisMeter, Zapier instructs Salesforce to do Y.

Before you start, set up SatisMeter in-app surveys and make sure you have a Salesforce account. Once SatisMeter is up and running, go to Zapier and create an account.

In this article:

• Connecting SatisMeter to Zapier
  • Triggers
  • Creating the trigger
  • Adding a filter
• Connecting Zapier to Salesforce
  • Step 1: Choosing an action app
  • Step 2: Connecting the Salesforce account
  • Step 3: Connecting the SatisMeter traits to the Salesforce traits
  • Step 4: Testing the integration
  • Step 5: Turning on your Zap

Connecting SatisMeter to Zapier

Triggers

To use SatisMeter in Zapier, first go to Settings > Integrations > Zapier in the SatisMeter dashboard. SatisMeter is now available for you to use in a Zap.

On this screen, you can create a Zap. Click Create this zap.

Creating the trigger

Set up the trigger and connect your SatisMeter account like so:

1. Choose the trigger you want to use, and click Save + Continue. You can refine this trigger later (for example, to include only promoters or detractors).
   
2. On the next screen, click Connect an Account to connect your SatisMeter account.
   
3. In the window that opens, log in with your account or register an account. If you're already logged in, allow the integration with Zapier. Then click Continue.
4. On this screen, a dropdown lists the projects you have in SatisMeter. Select the project you want to create the trigger for.
   
5. Click Fetch & Continue to test the connection with SatisMeter. If everything works, you see a screen like the one below.
   

Adding a filter

A filter is optional. Add one if you want the action to depend on the type of response you receive.

In this example, only promoter responses (scores of 9 or 10) trigger the Zap. The Zap ignores responses with lower scores.

1. In the left-hand options, click the + symbol between the trigger and the action. Select Filter and continue.
   
2. Choose the conditions a survey response must meet to trigger this action. This example targets promoters by filtering for ratings greater than 8. You can also filter by keywords, user traits, or times and dates.
   

Connecting Zapier to Salesforce

Follow these steps to connect your Zap to Salesforce.

Step 1: Choosing an action app

To create a new case in Salesforce for each NPS response, choose Salesforce as the action app from the dropdown. Then select Create Custom Object:

Step 2: Connecting the Salesforce account

Allow Zapier to connect to your Salesforce account:

Step 3: Connecting the SatisMeter traits to the Salesforce traits

In this step, you design how your case looks in Salesforce. Make sure Custom Type is set to Case.

The SatisMeter trait Response rating is the score the user gave. Response Feedback is the open-ended feedback for this response.

Step 4: Testing the integration

Now test whether the integration is set up properly. If you need to adjust the traits or values, go back one step.

In Zapier, you see an overview of the Salesforce case traits and the values from your test response:

In Salesforce, review the created case to check that the integration is set up properly:

Here are the case details in Salesforce:

Step 5: Turning on your Zap

Once everything works as expected, turn on the Zap.

You've now integrated SatisMeter with Salesforce. From now on, you get your responses in Salesforce.