Survey answers as Salesforce cases, leads and notes
Turn survey answers into Salesforce cases, leads or notes through Zapier, so the account team sees what each customer said on the record it already works from.
From an answer in Usertick to Salesforce
Low scores and complaints belong with the account, where the team already works. A Zap creates a case for an answer that needs follow-up, a lead for someone who asked about buying, or a note on the record with the answer and the score.
The Zap starts in Usertick. It can run on every new answer, once the AI has read one, when one turns urgent or when its status changes, and a workflow can hand over only the answers its conditions pick.
Pick a survey in the trigger, and each question arrives as its own field, so the score and the comment land in the Salesforce fields you choose. The answer's email, page, country, device and AI reading come with it.
- Plan
- Every plan in Usertick, 1 Zap on Free
- Connects through
- The Usertick app on Zapier
- Zapier plan
- A paid Zapier plan, because Salesforce is a premium app
- Starts when
- An answer arrives, the AI reads it, it turns urgent, its status changes or a workflow reaches its Zapier step
What the Zap can do in Salesforce
Choose the action in Usertick, and Zapier opens with the trigger and the action already in place.
- 01Create a case or any other record
- 02Create a lead
- 03Add a note to a record
Zapier's page for Salesforce listed 33 actions and searches on November 1, 2026. These fit survey answers best.
- Create Record
- Create Lead
- Create Note
- Create Enhanced Note
- Update Contact
- Update Lead
- Add Contact to Campaign
- Add Lead to Campaign
- Launch Flow
- Send Email
- Find or Create Record
Three Zaps to build with Salesforce
Each one starts on a Usertick trigger and uses an action from Zapier's page for Salesforce.
Open a Salesforce case for every urgent answer
When Urgent Feedback runs for an answer, Create Record opens a Case with AI theme in the Subject and the Answers and Response link in the Description, so the service queue shows what the customer wrote.
Salesforce action: Create Record
Add promoters to a Salesforce advocacy campaign
A condition on the NPS group keeps Promoters in a Usertick workflow, and its Workflow Step runs Find Record for the Contact by Respondent email, then Add Contact to Campaign adds that Contact to the Campaign you select.
Salesforce action: Add Contact to Campaign
Launch a Salesforce Flow from a complaint
Response Analyzed, limited to complaints, sends the answer to Launch Flow, which runs the Flow you name with AI category, AI sentiment and Respondent email as its inputs, so the routing logic stays in Salesforce.
Salesforce action: Launch Flow
What Usertick sends to Zapier
Every trigger carries these fields, ready to map into Salesforce.
Attachments such as screenshots stay in Usertick, because a Zap can't open their links. The Response link opens the answer with its files in the inbox.
Connect Salesforce in three steps
Settings opens Zapier with the trigger and the action already in place.
- 1
Pick the action in Usertick
Open Settings, then Integrations, select Salesforce and choose what the Zap does there.
- 2
Sign in on Zapier
Sign in to Usertick from the Zap and choose the organization when you allow access.
- 3
Map the fields and turn it on
Pick the survey to watch, map the answer's fields to Salesforce and turn the Zap on.
To send only some answers, add a Zapier step for Salesforce to a workflow instead. The workflow's conditions decide which answers reach the Zap, and the workflow can be published once its Zap is on.
Read the setup guideFrequently asked questions
Create Record asks for the object first, so an answer can become a Case, a Lead, a Contact or a record of a custom object. Salesforce's fields for that object then appear in the Zap, ready for Q1, Answers or the Response link.
They can. Create Lead has a setting that applies your assignment rules, so the lead goes to the owner those rules name, and Create Record offers the same setting for other objects.
Zapier comes with every plan in Usertick, and Free runs 1 Zap. Salesforce is a premium app on Zapier, so the Zap also needs a paid Zapier plan.
No. The Zap signs in with your Usertick account, and you choose the organization when you allow access. API keys are for Usertick's REST API.
Yes. Response Analyzed filters by type and urgency, Urgent Feedback runs once for each answer that turns urgent, and a workflow's Zapier step hands over only the answers its conditions pick.
Pick the survey in the trigger. Each question then arrives as its own field, such as Q1 with the score, ready to map into Salesforce.
A Zap that starts in Salesforce can use Usertick's actions. Update Response sets an answer's status, type or urgency, Add Comment adds a note your team sees in the inbox, and Find Response looks up an answer by email or ID first.
No. Attachments stay in Usertick, because a Zap can't open their links. The Response link field opens the answer, with its files, in the inbox.
More integrations
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