SurveyGizmo SalesForce Integration Training

kokomomammothSoftware and s/w Development

Feb 17, 2014 (7 years and 8 months ago)


Join us for two hour-long interactive training sessions and discover what SurveyGizmo can do to enhance
SalesForce for you, including collecting feedback from your customers or leads and directly filtering it into your
SalesForce CRM database.
Each session of this integration training will be followed by a live Q&A session with one of our support team
members. Additional SalesForce integration consulting will also be made available for an additional cost following the
Session 1: July 17th, 2012 11 AM MST

Emails triggered by SalesForce events

Emailing links to a SurveyGizmo form

SurveyGizmo looking up SalesForce information for a customized customer experience


SurveyGizmo pushing results to SalesForce custom objects for advanced SalesForce reports
Session 2: July 19th, 2012 11 AM MST





Common errors - how to identify and fix them
Setting up email templates with rules for sending
Creating custom objects
The SurveyGizmo SalesForce training sessions are ideal for anyone who is currently using both SurveyGizmo and
SalesForce or for anyone who needs a CRM that will directly interact with their SurveyGizmo account.
(800) 609-6480 ext. 1
SurveyGizmo SalesForce Integration Training
SalesForce and SurveyGizmo have joined forces to maximize the power of your SalesForce CRM!