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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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