Salesforce survey tools are one of the most effective ways to turn CRM data into real customer insights—but only when they’re implemented and evaluated correctly. From working closely with CX, sales, and customer success teams that rely on Salesforce every day, we’ve seen how the right survey tool can surface churn risks early, strengthen relationships, and drive more informed decisions across the funnel.

Salesforce-native surveys and third-party survey tools integrated with Salesforce make it possible to collect NPS, CSAT, CES, and transactional feedback and link responses directly to contacts, accounts, cases, and opportunities. When done well, this creates a single, actionable view of customer experience inside Salesforce.

However, our evaluations consistently show that not all Salesforce survey tools deliver the same value. Teams often struggle with limited survey flexibility, shallow analytics, manual follow-ups, or tools that don’t scale across channels or departments. As CX programs mature, the need for AI-powered insights, automation, and closed-loop workflows becomes non-negotiable.

In this article, we compare the top Salesforce survey tools for 2026 based on real-world implementation criteria—Salesforce integration depth, survey capabilities, analytics, AI features, automation, and practical CX use cases—so you can choose a solution that actually fits how your teams work. Let's get started!

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.

• The best Salesforce survey tools in 2026 go beyond basic survey creation. They offer deep Salesforce integration, omnichannel feedback collection, AI-powered insights, automation, and closed-loop workflows to help teams identify churn risks, prioritize follow-ups, and improve customer experience at scale.

• Based on our 2026 analysis, leading Salesforce survey tools by category include:

  • Zonka Feedback — best for omnichannel Salesforce feedback, AI insights, and closing the feedback loop.

  • Salesforce Surveys — best for native CRM-embedded surveys and simple use cases.

  • Qualtrics — best for enterprise-grade experience management and advanced analytics.

  • SurveyMonkey & Typeform — strong options for quick surveys and high-engagement experiences with Salesforce integrations.

• In the sections below, we break down each tool’s strengths, limitations, pricing, and ideal use cases to help you choose the right Salesforce survey solution.

• 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 to book a demo!

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 and 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 Compared

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. 

What Are the Best Salesforce Survey Tools in 2026? (Top Picks)

Some of the best Salesforce survey tools in 2026 include Zonka Feedback, Formstack, Qualtrics, InMoment (Wootric), SimpleSurvey, Qualaroo, Cvent, SurveySparrow, Survicate, and Typeform. These tools integrate with Salesforce to collect customer feedback and sync survey responses with CRM records such as Contacts, Accounts, and Cases. In addition to survey creation, leading platforms support automation, real-time reporting, and advanced analytics, helping sales, support, and customer success teams act on feedback directly within Salesforce. Below, we take a closer look at each tool and its key strengths.

1. Zonka Feedback – Best Salesforce Survey Tool for VoC, AI Feedback Intelligence & Closed-Loop CX

G2 Rating: 4.6/5

Zonka Feedback’s seamless integration with Salesforce elevates customer experience management by turning CRM activity into actionable VoC intelligence. While Salesforce organizes customer data across leads, accounts, cases, and opportunities, Zonka Feedback adds AI Feedback Intelligence on top of Salesforce records—so teams can understand not just what happened, but why it happened and what to do next.

With Zonka Feedback, you can create surveys, distribute them across multiple channels, and sync responses to Salesforce objects to build a 360-degree customer view. More importantly, AI Feedback Intelligence helps analyze customer responses at scale by detecting sentiment and key themes—so CX, support, and customer success teams can identify churn signals, recurring issues, and satisfaction drivers faster, directly alongside Salesforce context.

Using automated triggers, you can send surveys at key touchpoints—like after a case closure, renewal milestone, onboarding event, or support interaction—and map feedback back to Salesforce fields for reporting, segmentation, and follow-ups. This gives teams a unified system to capture feedback, surface insights, and act on them within Salesforce workflows.

Best for: Salesforce teams that need omnichannel surveys, real-time feedback syncing, and automated closed-loop workflows.

Key Features

• AI-powered sentiment analysis, theme detection, and insight summaries from survey responses synced to Salesforce records for faster decision-making.
• Automatically map feedback to Salesforce objects (Contacts, Accounts, Cases, Opportunities) using managed mapping and custom field mapping.

• 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 – Best Salesforce Survey Tool for Native Salesforce Forms, Data Capture & eSign Workflows

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.

Best for: Businesses looking to create Salesforce-connected forms and surveys with flexible workflows and data capture.

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 – Best Salesforce Survey Tool for Enterprise Voice of Customer & Advanced Experience Analytics

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.

Best for: Large enterprises running advanced Voice of Customer programs with deep analytics and Salesforce integrations.

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) – Best Salesforce Survey Tool for NPS, CSAT, CES Micro-Surveys & Retention Programs

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.

Best for: Product, CX, and customer success teams focused on NPS, CSAT, and CES tracking inside Salesforce.

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 – Best Salesforce Survey Sofwtare for One-Click Surveys & Real-Time CRM Sync

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.

Best for: Teams that want quick, no-code Salesforce survey integration with minimal setup.

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 – Best Salesforce Survey Tool for Onsite Nudge Surveys, AI Sentiment Analysis & Lead Qualification

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.

Best for: Gathering targeted website and in-app feedback and syncing insights with Salesforce CRM.

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) – Best Salesforce Survey Tool for Marketing Feedback & CRM-Linked Reporting

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.

Best for: Organizations running event-based surveys and Salesforce-linked feedback for marketing and events teams.

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 – Best Salesforce Survey Tool for Automated Triggers & Salesforce Field Mapping

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.

Best for: Teams that prefer conversational surveys with Salesforce-triggered automation.

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 – Best Salesforce Survey Tool for Targeted Customer Segments and In-App Surveys 

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.

Best for: SaaS and digital teams collecting user feedback across web, product, and Salesforce-connected channels.

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 – Best Salesforce Survey Tool for High-Engagement Forms and Conditional Logic

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.

Best for: Creating engaging, design-led surveys and syncing responses with Salesforce records.

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 Zonka Feedback and take the first step toward optimizing your customer experience today. Click here to schedule a demo!