Mopinion is pleased to announce that we’ve just launched a new integration with Salesforce. This new integration makes it possible for users to push feedback to a Salesforce Form.
Salesforce offers two HTML forms: web-to-case (which creates a new support / service case in Salesforce with contact details and feedback) and web-to-lead (which creates a new sales lead in Salesforce with contact details and feedback).
What’s great about this integration is that it is really easy to set up without any technical knowledge or extensive authentication flows. The only thing the user needs to do is create the forms in both Salesforce and Mopinion, and then connect the field names in the Mopinion webhook interface.
What is Salesforce?
Salesforce is a well-known CRM software and cloud computing solution used by businesses all across the globe. It provides customer relationship management service and also sells a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, and application development. The software has become so popular in fact, that it is currently the number one for customer success and helps businesses track customer activity, market to customers and many more services.
Setting up the new Salesforce Integration
Below you’ll find step-by-step instructions on how to set up this integration.
Step 1: Select your integration type
In the integrations menu, select the Salesforce option.
Step 2: Connect form fields
Start by selecting which Salesforce form type you wish you to use (web-to-lead or web-to-case). Then enter the form action (this is what connects the webhook to your Salesforce form). You’ll also need to enter the ‘oid’ (the Salesforce organisation ID, for web-to-lead) or ‘orgid’ (for web-to-case) which is also found in the Salesforce form.
Lastly, you can enter a field to which your feedback data (the entire feedback result) is connected. This is optional but recommended.
Step 3: Select data
Now it is time to select a feedback form from which you want to send the data.
After selecting a feedback form you have the option to connect your data fields to the input fields in your Salesforce form. This requires the Salesforce form input IDs.
You can also connect static values, which can be used as labels. These also connect to input fields in your Salesforce form. And lastly, give your webhook a name and Save!
Take advantage and start integrating your customer feedback with Salesforce forms today.
Other Mopinion Integrations…
Mopinion is partnered with various other digital marketing applications. For a full list of integrations, visit our Integrations page.
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