Essentials feature: Available on Essentials, Pro, and Ultimate plans.
Salesforce-ready survey templates let you add contacts and leads straight from your GetFeedback form to your Salesforce environment without setting up mappings.
Connect your Salesforce environment to GetFeedback. Then, from your survey, select Mappings > Salesforce Custom Mappings and choose a connection for your survey.
You can create a lead, contact, or case form in your survey.
To prevent duplicate leads or contacts, you can create mappings to check before adding someone as a contact or lead.
To add lead, contact, or case forms to your survey:
Your form is ready to use. To view your mappings, select Mappings > Salesforce Custom Mappings.
If you want to change your form fields later, go to the customization menu on the right of the survey builder, then scroll to the bottom of the menu and choose Select lead fields.