Integration

SurveyNinja + Salesforce — Survey Insights in Your Sales Pipeline

Automatically create or update Salesforce leads, contacts, and opportunities from survey responses. Feed your CRM with real customer signals — no manual import.

Connect for Free View Plans

Auto sync

Any object

Zero coding

What You Can Do with SurveyNinja + Salesforce

Create Leads Automatically

Every survey submission creates a Salesforce Lead with contact details and answer fields mapped to Lead properties

Update Contact Records

Map survey answers to existing Salesforce Contact fields — NPS score, satisfaction, product interest, or custom fields

Trigger Salesforce Automation

Updated Salesforce fields automatically trigger Flows, Workflow Rules, and Process Builder — without any extra setup

Create Opportunities

Add a Zapier step to create a Salesforce Opportunity linked to the contact based on qualifying survey answers

Assign Leads to Reps

Use Zapier Paths to route high-intent responses to specific sales reps or queues based on answer values

Track Survey Score in Pipeline

Store NPS and CSAT scores as Salesforce field values — segment and prioritize accounts based on satisfaction data

Key Capabilities

Leads & Contacts

Create or update Leads and Contacts from any survey submission — with deduplication by email via Zapier Find Record

Opportunities & Cases

Open Opportunities for high-intent responses or Cases for complaints — directly from survey data

Custom Objects

Write to any standard or custom Salesforce object via Zapier — not just standard records

Deduplication

Use Zapier Find Record to search by email before creating — update if found, create only if new

Field Mapping

Map every survey answer to any Salesforce field — text, number, picklist, or multi-select values

Flow Triggers

Updated Salesforce fields automatically trigger Flows and Workflow Rules — no extra automation setup needed

Set Up in 3 Steps

Create Your Survey

Build a survey in SurveyNinja — design questions, set up logic, and customize the look and feel

Get Started Free

Connect via Zapier

Enable Webhook in SurveyNinja → Integrations. Create a Zap: Catch Hook trigger + Salesforce Create or Update Record action

Data Flows to Salesforce

Submit a test response — the Lead or Contact appears in Salesforce with all mapped fields. Automation fires automatically

FAQ — Salesforce Integration

How does SurveyNinja connect to Salesforce?

Via Zapier: configure a Webhook in SurveyNinja, then create a Zap using the Salesforce Zapier app to create or update records. No coding required.

Which Salesforce objects can I create or update?

Leads, Contacts, Accounts, Opportunities, Cases, and any standard or custom Salesforce object via Zapier.

Can I avoid duplicate records in Salesforce?

Yes. Use Zapier Find Record step to search by email first — update if found, create if not.

Can survey responses trigger Salesforce automation?

Yes. Updated Salesforce fields trigger Flows, Workflow Rules, and Process Builder automatically.

Can I assign leads to specific reps based on survey answers?

Yes. Use Zapier Paths to route to different branches based on answer values, each assigning to a specific user or queue.