Why Businesses Connect Alchemer With Salesforce
Here are a few ways teams put this automation to work:
- Real-time record updates: Automatically sync new survey responses from Alchemer to Salesforce, keeping customer records up to date.
- Personalized survey experiences: Use Salesforce data to tailor surveys and deliver more relevant, engaging questions.
-
Event-based automation: Trigger Alchemer Workflows when Salesforce events occur, such as case closures or opportunity updates, to streamline follow-up actions.
What Our Customers Say
"Alchemer support (rarely needed but greatly appreciated) seals the deal for me!
I've been using Alchemer daily for years, and their platform is extremely reliable, easy to work in, and flexible, and their support is off-the-charts..."
Reviewed by Susan B., President/CEO
How To Set Up the Alchemer + Salesforce Integration
Setting this up yourself is pretty quick — and once it’s done, the data flows automatically:
-
Step 1:
Authenticate your Salesforce account Connect your Salesforce account in Alchemer to enable secure data sharing between platforms. -
Step 2:
Choose your action and map fields Select whether you’d like to find, create, update, or get a record in Salesforce. Then map your Alchemer survey fields to the corresponding Salesforce fields. -
Step 3:
Set up record rules: Define how Alchemer should identify or update records—using criteria like email address or case ID—to ensure data goes to the right contact or object. -
Step 4:
Save and automate: Once connected, data will sync automatically between Alchemer and Salesforce. Optionally, use Alchemer Workflows to trigger follow-up actions based on Salesforce events or responses. View setup documentation →
Resources
Want to see Salesforce + Alchemer in action?
Talk with our team about how to connect customer feedback with your specific needs to drive action.
