Collect customer feedback from Salesforce and sync customer properties
What is Salesforce?
Salesforce is a cloud-based platform that helps businesses manage customer relationships, sales, and marketing activities efficiently by centralizing data and automating processes.
Why should you connect Salesforce to Cycle: Key benefits
For product teams:
1. Leverage AI to analyze all Salesforce data and discover actionable product insights.
2. Dig into product feedback based on customer data and create customer voice reports in no time.
3. Write PRDs with deep empathy and prioritize with confidence.
For sales teams:
1. Effortlessly report call insights and feedback to the product team.
2. Automatically receive updates on the status of each feedback item, all without leaving Attio.
This means you can close the feedback loop every time you ship something, making feedback reporting efficient and actionable.
How the Salesforce integration works
After a discussion with a prospect or customer, the Cycle integration makes it easy to forward product objections, bugs, and feature requests from Salesforce to the product team without leaving Salesforce. The feedback stays tied to the corresponding customer record in your CRM, and customer properties such as revenue and company lifecycle stage can be synced to the Cycle customer voice dashboards. This integration allows sales teams to effortlessly send customer feedback to the product team and get automatic status updates on the feedback they submit.
Quick setup
- Create an API Key: In Salesforce, go to your settings and generate a new API key.
- Set Up Webhooks: In Salesforce, create a new webhook to trigger on ticket creation with specific properties.
- Configure in Cycle: In Cycle, go to Integrations, select Salesforce, and enter your Salesforce API key and webhook URL.
- Test & Activate: Test the integration to ensure it's working correctly, then activate it.
Import historical data from Salesforce to Cycle
Use the feedback dropzone to import historical data from Salesforce. You can also use our Zapier integration or install our browser extension to highlight text from anywhere on the web and send it straight to your Cycle workspace. For bulk imports, our CS team has scripts to upload your data in bulk. Contact us.
