Salesforce
With the integration, survey data and sales data sit in one place. Store answers on the contact and the account, create tasks for customer service, and show results in Salesforce.
Workflows you can build with it
Each example is a workflow you can set up with an automation service, an AI assistant or your own application.
One record per response
Each participation is stored as its own record on a custom object and linked to the account. Several studies per account stay side by side instead of overwriting one field.
New leads from a survey
A response with no matching contact becomes a lead carrying what the survey collected. Follow-up starts in the process reps already use, not in an export.
A task for customer success
When a score falls below the threshold you set, a task goes to customer success, linked to the account it is about. It shows up in the same list as everything else that is open.
Ask after the close
An opportunity closed as won starts the onboarding study once the wait you configured is over. The workflow builds the link from the survey id and Salesforce sends it.
Numbers your reports read
A weekly run pulls the aggregated results of a running study and writes them onto the campaign the study runs under. Reports and dashboards show the trend without a second data source.
What the integration transfers
Each point is a separate example in the direction of the arrow. Configure each workflow independently and link the relevant survey for actions on an existing survey.
empirio.ai → Salesforce
- Answers in fields on a lead, contact or account
- One record per response on a custom object
- A task on the account when the score comes in low
Salesforce → empirio.ai
- An opportunity is closed as won: publish the onboarding survey assigned to it
- New record of a chosen record type: draft a survey from its fields
How to set it up
Create the target fields before the first run, and settle which object the answers hang on. A custom object costs one setup and holds several studies per account, while fields on the contact overwrite each other with every new response. Without an email address or an account identifier in the survey, the workflow finds no record.
