How to Integrate Qualaroo With Salesforce

Using Salesforce integration with Qualaroo, you can combine the best CRM & survey feedback management tools to streamline your marketing process.

Qualaroo Salesforce integration allows you to assign trigger events in one app to automate actions in the other app.

Benefits of integrating Qualaroo with Salesforce:

• You can automatically push the lead and survey data into Salesforce when a respondent submits a Qualaroo survey

• You can set the trigger to send automated surveys through Qualaroo when a record is created in Salesforce

With our Salesforce integration, you have two options:

• You can push new leads into Salesforce through one of our lead generations
• You can send a survey and NPS data to a custom object within a Salesforce account. 

To enable this integration for your account, please send the following information to us via chat or email:

1. Would you like to add leads or send survey and NPS data to a custom object?

2. The name of the Salesforce custom object name

3. The name of the custom object fields with whom you would like to map the Qualaroo data

Here is an Example:

Object Name: QualarooFeedback

That is all about Qualaroo & Salesforce integration. 

To Integrate Qualaroo with Salesforce

Step 1: Login to your Qualaroo account.

Step 2: Replace the current URL with "app.qualaroo.com/credentials" and select Salesforce 

Step 3: Allow Qualaroo to access the Salesforce

Step 4: Create a Custom Object in Salesforce

If you choose to send survey and NPS data to a custom object, you’ll need to create it in Salesforce. Follow these steps:

• Click the Setup icon in your Salesforce dashboard and select Setup.

  
  
   

• In the Setup area, go to Object Manager → Create → Custom Object.

  
  
   

• You’ll be redirected to the New Custom Object page. Enter your object details, such as:
   

  • Record Name: QualarooFeedbackQuestion

  • Object Name: QualarooFeedbackQuestion

  • Label: QualarooFeedbackQuestion

  • Set the Data Type to Text.

  • Under Object Classification, check Allow Bulk API Access and Allow Streaming API Access.

    
    
     

• Click Save to create the object. You’ll now see the object listed under Object Manager.

  
  
   

Step 5: Add Custom Fields

Inside your created object, select Fields & Relationships from the left sidebar. Click New to create a new custom field.

• Select the Data Type (for example, Long Text Area).

• Enter the field details:

  • Field Label: QR_Question

  • Field Name: QR_Question

  • Length: 32,768

    
    
     

• Click Next. Under Step 3: Field-Level Security, make sure all relevant profiles are checked as Visible.
  
  
   

• In Step 4: Add to Page Layouts, verify the “Add Field” option is checked, then click Save.

  
  
   

• Once saved, you’ll see your new field listed under Fields & Relationships.

  
  

After creating and saving your custom object and fields, your Salesforce account will be ready to map Qualaroo data fields.