2. Integrate With Your CRM

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

John Ballinger avatar David Sickmiller avatar Andrew Shanks avatar +1
48 articles in this collection
Written by John Ballinger, David Sickmiller, Andrew Shanks and 1 other
Configuring Salesforce

Show NPS score by account in a Salesforce Report

How to calculate an NPS score within a SFDC report
Zach Dunham avatar
Written by Zach Dunham
Updated over a week ago

Salesforce Integration

Get started with AskNicely and Salesforce
Andrew Shanks avatar
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.
Zach Dunham avatar
Written by Zach Dunham
Updated over a week ago

Salesforce: Contact Layout

How to add NPS responses to the Salesforce contact layout
David Sickmiller avatar
Written by David Sickmiller
Updated over a week ago

Salesforce: Account Layout

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

Salesforce: AskNicely Dashboard Tab

How to add the AskNicely dashboard tab to Salesforce
David Sickmiller avatar
Written by David Sickmiller
Updated over a week ago

Salesforce: Using Reports to survey groups of contacts

How to configure report sync to automatically survey customers
David Sickmiller avatar
Written by David Sickmiller
Updated over a week ago

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

Covering the Report Sync options of our Salesforce Integration
Andrew Shanks avatar
Written by Andrew Shanks
Updated this week

Salesforce: Add Account NPS

How to add NPS to the Salesforce account layout
David Sickmiller avatar
Written by David Sickmiller
Updated over a week ago

Salesforce: Send a case-closed survey

How to send a survey when a case is closed
David Sickmiller avatar
Written by David Sickmiller
Updated over a week ago

Salesforce: Create a follow-up task

How to automatically create a task to follow up detractor responses
David Sickmiller avatar
Written by David Sickmiller
Updated over a week ago

Salesforce: List all NPS responses

How to add a Salesforce tab to list all AskNicely Response records
David Sickmiller avatar
Written by David Sickmiller
Updated over a week ago

Upgrading from Salesforce v1.6 to v2

Upgrade guide for Salesforce users pre-dating Nov 2017
David Sickmiller avatar
Written by David Sickmiller
Updated over a week ago

Salesforce: Sending Contact Activities and Custom Data to SFDC

Advanced: How to send your custom data fields and AskNicely activities back to Salesforce.
David Sickmiller avatar
Written by David Sickmiller
Updated over a week ago