2. Integrate With Your CRM

Use our Integrations or Email To CSV Importer / Email to Survey tools to automate importing your People data.

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48 articles in this collection
Written by John Ballinger and Andrew Shanks
Configuring Salesforce

Show NPS score by account in a Salesforce Report

How to calculate an NPS score within a SFDC report
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Written by Andrew Shanks
Updated this week

Salesforce Integration

Get started with AskNicely and Salesforce
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Written by Andrew Shanks
Updated over a week ago

Syncing Additional Questions back to Salesforce

How to sync Additional Questions in AskNicely, along with any other custom data point, back into Salesforce.
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Written by Andrew Shanks
Updated this week

Salesforce: Contact Layout

How to add NPS responses to the Salesforce contact layout
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Written by Andrew Shanks
Updated this week

Salesforce: Account Layout

See all AskNicely responses for an Account without searching for the individual Contact
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Written by Andrew Shanks
Updated over a week ago

Salesforce: AskNicely Dashboard Tab

How to add the AskNicely dashboard tab to Salesforce
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Written by Andrew Shanks
Updated this week

Salesforce: Using Reports to survey groups of contacts

How to configure report sync to automatically survey customers
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Written by Andrew Shanks
Updated this week

Salesforce: Report options; Triggered, Daily Max, and Contact Rule

Covering the Report Sync options of our Salesforce Integration
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Written by Andrew Shanks
Updated over a week ago

Salesforce: Add Account NPS

How to add NPS to the Salesforce account layout
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Written by Andrew Shanks
Updated this week

Salesforce: Send a case-closed survey

How to send a survey when a case is closed
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Written by Andrew Shanks
Updated this week

Salesforce: Create a follow-up task

How to automatically create a task to follow up detractor responses
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Written by Andrew Shanks
Updated this week

Salesforce: List all NPS responses

How to add a Salesforce tab to list all AskNicely Response records
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Written by Andrew Shanks
Updated this week

Upgrading from Salesforce v1.6 to v2

Upgrade guide for Salesforce users pre-dating Nov 2017
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Written by Andrew Shanks
Updated this week

Salesforce: Sending Contact Activities and Custom Data to SFDC

Advanced: How to send your custom data fields and AskNicely activities back to Salesforce.
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Written by Andrew Shanks
Updated this week