Send customer feedback surveys on closed deals

When a deal is marked won in Salesforce, automatically add the customer as a respondent in Medallia Agile Research to gather post-sale feedback.

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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.

Medallia Agile Research Explore Medallia Agile Research →

Triggers

New form response

Fires when a form is submitted in Medallia Agile Research.

Survey completed

Fires when a respondent finishes a survey in Medallia Agile Research.

Response updated

Fires when an existing response is edited in Medallia Agile Research.

Actions

Create or update form

Creates or updates a form or survey in Medallia Agile Research.

Retrieve a response

Looks up a specific form response in Medallia Agile Research.

Add a respondent

Adds a respondent or contact to a form in Medallia Agile Research.

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 Medallia Agile Research, automatically create or update their contact profile in Salesforce. See details

Log survey feedback directly to CRM activity logs When a customer completes a survey in Medallia Agile Research, automatically log the activity under their profile in Salesforce so reps see customer sentiment. See details

See all Medallia Agile Research + Salesforce integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send customer feedback surveys on closed deals” between Medallia Agile Research and Salesforce?

Yes — describe it in the box above and Knit's Integrations Agent researches Medallia Agile Research 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 Medallia Agile Research 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 Medallia Agile Research to collect feedback.