Log survey feedback directly to CRM activity logs

When a customer completes a survey in Customer Fields, automatically log the activity under their profile in Salesforce so reps see customer sentiment.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Customer Fields Explore Customer Fields →

Triggers

New form response

Fires when a form is submitted in Customer Fields.

Survey completed

Fires when a respondent finishes a survey in Customer Fields.

Response updated

Fires when an existing response is edited in Customer Fields.

Actions

Create or update form

Creates or updates a form or survey in Customer Fields.

Retrieve a response

Looks up a specific form response in Customer Fields.

Add a respondent

Adds a respondent or contact to a form in Customer Fields.

Salesforce Explore Salesforce →

Triggers

New contact or lead

Fires when a new contact or lead is added to Salesforce.

Contact updated

Fires when a field on a contact changes in Salesforce.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Salesforce.

Deal won

Fires when a deal is marked won in Salesforce.

Actions

Create or update contact

Creates or updates a contact in Salesforce.

Create deal

Creates a new deal in Salesforce.

Update record stage

Moves a deal or record to a new stage in Salesforce.

Log activity

Logs a call, email, or note against a record in Salesforce.

Convert form responses into CRM contacts When a prospect submits a new form response in Customer Fields, automatically create or update their contact profile in Salesforce. See details

Send customer feedback surveys on closed deals When a deal is marked won in Salesforce, automatically add the customer as a respondent in Customer Fields to gather post-sale feedback. See details

See all Customer Fields + Salesforce integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Log survey feedback directly to CRM activity logs” between Customer Fields and Salesforce?

Yes — describe it in the box above and Knit's Integrations Agent researches Customer Fields and Salesforce's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can form submissions automatically create deals in Salesforce?

Yes, inbound responses from Customer Fields can instantly generate new lead records or deals in Salesforce without manual data entry.

Can I send survey invitations based on deal updates in Salesforce?

Yes, when a deal is won or updated in Salesforce, you can automatically add the contact as a respondent in Customer Fields to collect feedback.