Question

Need help setting up Segmanta to Salesforce Zap

  • 10 August 2021
  • 3 replies
  • 35 views

Hi,

I will appreteate to get help on integration between Segmanta to Salesforce.

I did not succssed to make test on my zap (from segmanta- I made a test at the survey but it didn’t insert to the zappier as a test).

can we sceduale a meeting to show you the problem?

 

TNX


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3 replies

Userlevel 7
Badge +14

Hi @Adi Shefer 

Please post screenshots of how your Zap steps are configured.

Please outline a specific example that you used to test.

Make sure to check your Zap Runs: https://zapier.com/app/history/

Hi!

So I succeed to see the tests, but now my problem is the mapping, why I can’t see the questions from the survey? I just get the data about the survey (Account id, contact id, etc, but not the questions)

 

 

Userlevel 7
Badge +14

@Adi Shefer 

Check out this help article: https://help.segmanta.com/setting-up-a-segmanta/zapier-integration

10. When prompted to Define the Trigger Template, you will have different options depending on the trigger you have selected.

  • For example, for a Contact Form Completion trigger, you will have the option to send each field of the contact form (Name, Email Address, etc.).
  • For a Survey Completion trigger, you will have the option to include a link to the analytics dashboard or to that individual response.