Top 10 Salesforce Survey Tools to Enhance Your Customer Engagement

Salesforce survey tools can transform your customer engagement—but how?

Meet Alice, a sales director at a tech company using Salesforce for customer interactions. Despite her team’s efforts, customer satisfaction was declining, and a key client terminated their contract over unresolved issues Alice didn’t know about.

Realizing that missing direct customer feedback was costing them, Alice integrated a powerful survey tool into her Salesforce workflow. This captured real-time customer sentiments linked directly to individual profiles.

Now, she proactively addresses concerns and strengthens relationships before issues escalate—no more guesswork.

Like Alice, you can also revolutionize your customer engagement strategy. To help you achieve this, we explore the top 10 Salesforce survey tools in this blog, highlighting their features, pros, and cons to drive your business growth.

Let’s dive in!

TL;DR

• A Salesforce survey tool integrates directly with Salesforce, allowing businesses to capture and sync customer feedback within their CRM. This gives teams access to actionable insights at every touchpoint, enhancing the overall customer experience.

• A Salesforce survey tool is important because it centralizes feedback, making it easier to connect customer insights with profiles, trigger follow-ups, and improve interactions—all in one platform.

• We’ve compiled a list of the top 10 Salesforce survey tools like Zonka Feedback, Formstack, Qualtrics, etc. to help you build strong customer relationships, boost loyalty, enhance product and employee engagement, and elevate customer support.

• Zonka Feedback stands out as one of the best Salesforce survey tools, offering real time data, customizable surveys, and seamless CRM integration to help you take action on insights instantly. Sign up for a free 14-day trial or book a demo to see how Zonka Feedback can be your top choice!

Optimize Every Interaction Using Powerful Salesforce Surveys

Harness Zonka Feedback to send surveys and gain a comprehensive 360° view of your customers — all directly within Salesforce.

Salesforce + Survey Tools: The Powerful Duo You Need for Transforming Feedback

What exactly is a Salesforce survey tool?

Salesforce is one of the most robust CRMs, centralizing customer data and connecting teams with real-time insights. When paired with a survey tool, Salesforce transforms from a simple data repository into a dynamic feedback engine—capturing, storing, and taking action on customer feedback, all within one integrated platform.

Why Integrate Survey Tools with Salesforce?

Integrating survey tools with Salesforce offers multiple advantages that elevate your customer engagement strategy:

• Centralized Feedback Collection: By syncing survey responses directly to Salesforce, feedback is linked to each customer’s profile. This integration gives teams instant access to insights, allowing for more personalized and informed interactions.

• 360-Degree Customer View: Integrating feedback with Salesforce provides a complete, unified view of each customer’s journey. Sales, marketing, and support teams can access real-time insights to understand customer expectations, preferences, and pain points, enabling better decision-making across departments.

• Automated Workflows for Efficiency: With survey tools integrated into Salesforce, you can automate feedback-driven actions like:

  • Creating a support ticket when a customer leaves negative feedback

  • Triggering follow-up emails after survey completion

  • Alerting teams of high-priority responses to reduce manual work, accelerate response times, and ensure no feedback is overlooked.

• Cross-Functional Alignment: With feedback centralized in Salesforce, all teams stay aligned on customer needs. Marketing can adjust strategies, sales can personalize outreach, and support can address issues proactively, making customer feedback a shared priority.

Integrating Salesforce with a survey tool does more than collect data — it transforms feedback into actionable insights. By linking feedback to CRM data, each customer interaction becomes informed, timely, and impactful.

Top 10 Salesforce Survey Tools to Effectively Conduct Surveys

When it comes to conducting Salesforce surveys, there are different tools that you can choose from to capture customer feedback. You can integrate these tools seamlessly into your Salesforce account and have the data flow to meet your business requirements. 

With that, here are the different Salesforce survey tools with advanced survey features that you can choose from.   

1. Zonka Feedback – Your Ultimate Salesforce Survey Tool for Customer Success

G2 Rating: 4.7 (5)

Zonka Feedback’s seamless integration with Salesforce elevates customer experience management to a whole new level. While Salesforce excels at managing customer data, Zonka Feedback enhances it by turning your business into a feedback-driven, customer-centric powerhouse.

With Zonka Feedback, you can create surveys, distribute them across multiple channels, and automatically transfer data to sync responses with Salesforce customer profiles. This setup gives your teams a 360-degree view of each customer’s journey, complete with insights on satisfaction, experience, sentiment, and engagement. Using Zonka Feedback’s automated triggers, you can send survey emails at key touchpoints—such as after a support interaction or ticket closure—ensuring timely insights at every stage of the customer journey.

The best part? Zonka Feedback empowers you to improve product experiences, strengthen customer relationships, and reduce churn, all while boosting revenue. With just one click integration, you can map all feedback data to Salesforce, giving you actionable insights in one place.

Key Features

• White-label and brand surveys with custom themes to match your business branding

• Distribute surveys through various methods throughout the customer journey, including email, SMS, QR code, mobile, website, and more

• Get a 360-degree view of customers and effectively close the feedback loop

• Measure satisfaction using CSAT, CES, and NPS surveys

• Sync Salesforce surveys' responses to centralize customer insights

• Use Managed Mapping to map survey data automatically to Salesforce

• Customize mapping by linking survey responses to specific Salesforce objects and fields

• View all feedback metrics within each customer’s Salesforce account

• Access detailed reports on survey results across metrics, locations, and departments

2. Formstack – Native Salesforce Form Builder for Seamless Survey Feedback Collection

G2 Rating: 4.4 (5)

Formstack offers a 100% native Salesforce form builder, allowing you to create customized, dynamic forms directly within Salesforce. It is one of the best survey apps, which allows dynamic prefilling of forms, and generating and updating records. With Formstack, you can connect surveys to any standard or custom object in Salesforce and automate processes, from data collection to eSignatures, all without leaving your CRM. This integration streamlines workflows, updates records in real-time, and supports a multi-channel approach for efficient survey distribution.

Key Features

• Automated workflows for form completion, documentation, and eSignatures

• Easy-to-use templates to create Salesforce surveys

• Multi-channel survey distribution within and beyond Salesforce

• Supports dynamic Salesforce data prefilling and updates

3. Qualtrics – Bring the Voice of the Customer into Salesforce

G2 Rating: 4.4 (5)

Qualtrics is a leading customer experience management tool that integrates with Salesforce to bring real-time customer feedback directly into your CRM. With the Qualtrics Salesforce survey tool, you can trigger surveys based on specific customer interactions and automatically sync data with Salesforce. This integration helps you capture the voice of the customer and share it with sales and support teams in timely manner to make data-driven actions.

Key Features

• Create new Salesforce leads based on survey responses with advanced logic

• Trigger email surveys from Salesforce when specific workflow rules are met

• Sync and customize survey data in Salesforce to update, insert, or delete records

• Receive alerts for poor customer experiences to act quickly and close the feedback loop

Finding Qualtrics too expensive and complex for your customer experience strategy? Read the blog on Qualtrics alternatives for simple UI, advanced analytics, and cost-effective solutions.

4. InMoment (Wootric) – Elevate Customer Retention with Salesforce Integration

G2 Rating: 4.7 (5)

Wootric, part of InMoment, is a customer feedback software designed to improve retention and satisfaction. With two-way integration, Wootric seamlessly syncs customer feedback data—including NPS, CSAT, CES scores, and Voice of the Customer insights—directly into Salesforce. This Salesforce survey tool lets you trigger surveys based on key Salesforce events, capturing feedback in timely manner to drive action across customer touchpoints.

Key Features

• Survey customers across multiple channels: SaaS platforms, web forms, mobile apps, email, and SMS

• Customize surveys with CX metrics like NPS, CSAT, and CES

• Trigger surveys from Salesforce workflows, such as after ticket closure or before renewal

• Integrates with tools like Intercom, Slack, Zendesk, and HubSpot for enhanced feedback flow

InMoment is a popular customer experience platform; however, the platform lacks advanced security features, reporting capabilities, and system monitoring characteristics. If you're looking for its competitors then read InMoment alternatives to craft compelling experiences.

5. SimpleSurvey – Capture Real Time Customer Insights to Analyze Survey Responses

G2 Rating: 4.6 (5)

SimpleSurvey is another easy-to-use Survey Software that offers Native Integration with Salesforce to collect customer data and responses instantly in Salesforce. It facilitates 1-click effortless surveys, and partial responses and syncs them to Salesforce accounts. With Simple Survey, you can measure and improve your Customer Satisfaction Score, Net Promoter Score, and other CX metrics scores.

Key Features

• Provides a 360-degree view of customer responses directly in Salesforce

• Supports automated survey triggers for events like ticket closures and project milestones

• One-click surveys capture responses quickly, even if abandoned mid-survey

6. Qualaroo – Capture Customer Data with Powerful Salesforce Integration

G2 Rating: 4.3 (5)

Qualaroo’s Salesforce integration allows you to capture detailed insights seamlessly within your CRM. By syncing survey responses directly with Salesforce, Qualaroo enables automated workflows and targeted retargeting efforts. This two-way integration enriches customer profiles and helps qualify leads, while surveys triggered at key points in the customer journey provide valuable, real-time feedback for your team.

Key Features

• Pre-built templates and curated survey questions for quick survey creation

• Customizable “nudges” on web pages to engage users

• AI Sentiment Analysis for instant response and task assignment

• Automated lead capture with survey responses and ratings of metrics through NPS tools for Salesforce

7. CVENT (formerly Inquisium) – Comprehensive Survey Tool to Gather Survey Data

G2 Rating: 4.4 (5)

Inquisium is another Web Survey Software by Cvent that businesses use to build feedback survey programs within minutes without any coding knowledge or complex workflows. The platform enables you to manage and store all survey responses directly into your Salesforce data to provide a holistic view of all important business data, including feedback to meet your business goals. As one of the top online survey tools, CVENT also helps marketing teams perform their tasks effectively and provide services to their customers.

Key Features

• Create various survey types, including customer feedback, event polls, and employee engagement forms

• Measure customer insights to enhance marketing, sales, and service strategies

• Sync feedback data with Salesforce for a 360-degree view of customer interactions

8. SurveySparrow – Dynamic Survey Tool with Robust Salesforce Integration

G2 Rating: 4.4 (5)

SurveySparrow is a versatile Salesforce survey tool that also functions as a powerful voice of customer tool. It allows you to capture leads, trigger surveys based on specific events, and map responses back to Salesforce fields. With seamless contact import and customizable survey triggers, SurveySparrow simplifies customer data updates, ensuring your Salesforce records are always current. This integration empowers teams to send timely, personalized surveys, enhancing customer insights and lead generation.

Key Features

• Trigger surveys automatically in response to Salesforce events

• Set survey conditions to control respondent flow and customize interactions

• Map survey responses to Salesforce fields for efficient lead generation

• Schedule contact updates (daily, weekly, or monthly) to keep data fresh

Looking for easy-to-use and cost-effective alternatives to SurveySparrow? Here are some of the top SurveySparrow alternatives you can switch to.

9. Survicate – Targeted Customer Insights with Flexible Salesforce Integration

G2 Rating: 4.6 (5)

Survicate is a versatile survey tool that enables you to target specific customer segments from Salesforce, making it easy to gather meaningful feedback. With Survicate’s seamless Salesforce integration, you can send tailored surveys to select customer lists and segments without needing coding or technical expertise. This tool offers extensive customization, allowing you to create unique survey experiences that capture the true voice of your customers.

Key Features

• Effortlessly integrate with Salesforce for targeted, segment-based surveys

• Access a bank of expert-designed templates, or create custom surveys from scratch

• Customize surveys with skip logic and personalized thank-you pages

• Utilize Google Analytics data for survey targeting and triggering

10. Typeform – Engaging Survey and Form Builder with Salesforce Integration

G2 Rating: 4.5 (5)

Typeform is a popular survey and form builder known for its highly engaging and customizable survey experiences. Since its founding in 2012, Typeform has integrated with top platforms like Slack, Google, and Salesforce. With Typeform’s Salesforce integration, you can sync responses, trigger tailored follow-up questions, and capture qualitative insights, making it an ideal tool for brands seeking an interactive survey experience.

Key Features

• Integrates with Salesforce, Google Sheets, Slack, and other major tools

• Supports real-time tracking and detailed reporting for survey data analysis

• Offers various question types and conditional logic for personalized experiences

• Optimized for Salesforce Lightning Experience, with no impact on org limits

Measure Every CX Touchpoint with Zonka Feedback’s Salesforce Surveys

Now that you know what Salesforce Survey tools are and how they can help you enhance your customer experience, it is better to choose the survey tool that best suits your organization's needs.

Integrating the right survey tool with Salesforce empowers you to capture valuable feedback at every touchpoint, automate surveys, and sync responses directly to customer profiles. This seamless integration enables your teams to elevate customer satisfaction and drive loyalty by acting swiftly on real-time insights.

Zonka Feedback is a top choice for businesses creating a feedback-driven strategy. Its powerful Salesforce integration allows you to track essential CX metrics like CSAT, NPS, and CES—all within Salesforce. With customizable surveys, multi-channel distribution, and advanced reporting, Zonka Feedback equips you to transform customer feedback into meaningful improvements.

Experience the difference with a 14-day free trial of Zonka Feedback and take the first step toward optimizing your customer experience today.