QuestionPro Salesforce App

The QuestionPro App on the Salesforce AppExchange adds functionality to the QuestionPro - Salesforce integration by allowing users to send surveys to leads directly from the Salesforce Environment.

Please note that the app can be used only for distributing surveys to leads. Users will still need to use the basic integration for mapping the survey response to Salesforce objects.

Installation

You can install the app from the following location:

https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000DvJPjUAN

Setup

Once the app is installed, in your Salesforce account, go to:

Setup >> Object Manager >> Lead >> List View

Survey Software Help Image
There, you’ll need to add the QuestionPro Surveys button.
Survey Software Help Image

Sending Surveys

  1. Go to the Leads View Screen.
  2. Select the required leads.
  3. In the top right corner dropdown, click on QuestionPro Survey.
Survey Software Help Image

You’ll be asked for an API key. You can get the API key from your QuestionPro account. You’ll have to enter the API key only once.

Survey Software Help Image

After entering the API key, you’ll see the compose email screen.

Survey Software Help Image
  1. On this screen, you’ll see the leads you have selected.
  2. A dropdown with a list of your surveys will appear.
  3. Select the required survey.
  4. Enter an appropriate Subject and Email Body.
  5. Click on Send Survey.

The survey will be distributed to the selected leads. Once they answer the survey, the respective leads will be updated based on the response mapping.