Salesforce Integration

Connect your Salesforce org and deploy automated NPS survey triggers

How it works

  1. Connect your Salesforce org via OAuth
  2. Configure a trigger (e.g., when a Case is closed with Send_Nps_Survey__c = true)
  3. Deploy — we create an Apex trigger + callout class in your org
  4. When the trigger fires, a survey email is automatically sent to the contact

Connected Orgs

Trigger Configurations

No triggers configured yet

Create a trigger to automatically send NPS surveys when Salesforce records change

Custom Field Setup in Salesforce

For the default Case trigger, add a custom checkbox field to the Case object:

// Custom field on Case object

Field Label: Send NPS Survey

API Name: Send_Nps_Survey__c

Type: Checkbox

Default: false

When an agent checks this box and closes a case, the trigger fires and sends an NPS survey to the contact.