CRM Integration

What's the use of collecting valuable customer data if you can't use it as you wish?

By seamlessly integrating Key Survey with your CRM system, you can leverage survey data to update client info in your CRM system, auto-populate your surveys with client info contained in your CRM, set workflows to auto-trigger surveys from your CRM system and more.

When you extend your CRM functionality to Key Survey, you can build your business processes around Key Survey's to maximize workplace efficiency and ensure no breakage in process. Key Survey supports an out of the box integration to systems such as Sales Force with additional integration capabilities supported through our open API toolset.

Connecting Key Survey with your existing CRM system integrates your organization's information silos ensuring data is moved properly across the organization and that accurate client information is at the fingertips of those who need it most, your customer reps, account managers and sales people.

Point and Click Salesforce.com Integration

With WorldAPP's data collection software, you can easily survey your existing leads or contacts, capture new leads, track support cases, and much more. You can also create any custom object in salesforce.com to store and capture your most important data.

The integration procedure is extremely flexible and straightforward. You simply create a survey, select a salesforce.com object to integrate with, map questions (form fields) to specific salesforce.com object fields, and you'll get a link that you can distribute via salesforce.com or embed into your website.