Integrations

Information about our ever-growing stack of Integrations

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42 articles in this collection
Written by John Ballinger, David Sickmiller, Andrew Shanks and 1 other

Syncing Zoho CRM to AskNicely

Use Zoho Reports to quickly sync contacts to AskNicely
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Written by John Ballinger
Updated over a week ago

Freshdesk integration setup

How to setup a basic ticket closed integration with Freshdesk
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Written by Andrew Shanks
Updated over a week ago

Cliniko

Collecting feedback from your patients, automatically
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Written by John Ballinger
Updated over a week ago

ClubReady

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Written by Andrew Shanks
Updated over a week ago

Email CSV Importer

We'll automatically upload a CSV that you email to us!
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Written by Andrew Shanks
Updated over a week ago

Front

Integrate AskNicely to save customer feedback and respond to NPS surveys directly in Front
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Written by John Ballinger
Updated over a week ago

Hubspot

Integrating AskNicely with Hubspot to automate NPS with your customer data and workflows.
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Written by Andrew Shanks
Updated over a week ago

Kustomer

Integrate AskNicely and Kustomer to trigger NPS surveys when conversations are marked as 'done', and send feedback directly to Kustomer
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Written by John Ballinger
Updated this week

JobAdder

Integrating AskNicely into your JobAdder Workflow for Candidate NPS
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Written by John Ballinger
Updated over a week ago

InApp: Web Based NPS Surveys

Hear from more of your customers and get immediate, contextual feedback.
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Written by Andrew Shanks
Updated over a week ago

Zapier: Creating Workflows

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Written by Andrew Shanks
Updated over a week ago

Zoho Desk

Integrate AskNicely and Zoho Desk to trigger NPS surveys when tickets are marked 'closed'.
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Written by Andrew Shanks
Updated over a week ago
Configuring Salesforce

Salesforce Integration

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

Salesforce: Contact Layout

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

Salesforce: Using Reports to survey groups of contacts

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

Salesforce: Send a case-closed survey

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