How to Integrate SurveyMonkey with Salesforce
- George Apostolov
How to Integrate SurveyMonkey with Salesforce: step-by-step guide
Navigate to the left-side panel and then click 'Create'.
Select 'Zaps' from the list of options.
After that, click 'Trigger' to start the integration process.
Search for 'SurveyMonkey' and select it from the suggested results.
Next, choose your preferred 'Trigger Event'.
Tap 'Sign In' afterwards, then log into your SurveyMonkey account.
Subsequently, specify the data center of your SurveyMonkey account and then click 'Yes, Continue to SurveyMonkey'.
Click 'Authorize' afterwards to proceed.
Provide the information needed to configure the Trigger.
Once done, click 'Continue' to run your inputs and test the Trigger.
Tap 'Continue' afterwards.
Following that, search for 'Salesforce' and choose it as the Action app.
Next, click the drop-down menu and specify the 'Action Event' you prefer to use.
Tap 'Sign In' afterwards, then log into your Salesforce account.
Subsequently, choose your preferred Salesforce Environment and then click 'Yes, Continue to Salesforce'.
Click 'Allow' afterwards to agree with the terms and grant the necessary permissions.
One by one, fill out the input fields with the required information.
Once done, click 'Continue' to publish and activate the integration.
After completing these steps, your SurveyMonkey account will be integrated with Salesforce.
Quick answer: To connect SurveyMonkey to Salesforce, create a new Zap, select SurveyMonkey as the trigger app, sign in, configure the trigger, choose Salesforce as the action app, sign in to Salesforce, fill out the required input fields, and click continue to publish and activate the integration.
About this Salesforce tutorial
Integrate SurveyMonkey with Salesforce by setting up a Zap, configuring your trigger and action events, and granting account permissions. This guide shows how to integrate SurveyMonkey with Salesforce in 19 steps, starting with "Navigate to the left-side panel and then click 'Create'" and finishing with "After completing these steps, your SurveyMonkey account will be integrated with Salesforce". The interactive demo above is a click-through copy of the real Salesforce interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to integrate SurveyMonkey with Salesforce?
19 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Salesforce data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Salesforce and SurveyMonkey. Related guides: How to Integrate Toggl with Salesforce, How to Integrate Trello with Salesforce and Salesforce - Log a call. Last reviewed 05 Oct 2026.
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