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Guidez
CRM × NPS Surveys

Guidez NPS Surveys + Salesforce: Customer Sentiment Where Your Team Works

Every NPS response from Guidez flows instantly into Salesforce — updating contact records with the score, triggering workflows for detractors, and surfacing promoters for expansion campaigns — all automatically.

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NPS Surveys for CRM

Why combine Guidez NPS Surveys with Salesforce?

NPS data is most actionable when it's in your CRM. Salesforce becomes the nerve center for customer sentiment — every score automatically updates contact records and triggers the right workflows for your team.

Turn NPS data into automated CRM workflows and at-risk alerts.

Integration Details
Connection typeOAuth
CategoryCRM
FeatureNPS Surveys
Setup time<5 minutes
CostIncluded on paid plans
Connect Salesforce Free →
NPS Surveys Events

NPS Surveys events that flow to Salesforce

Guidez Event Action in Salesforce Field / Property
nps_submitted NPS score logged on contact NPS_Score__c, NPS_Label__c
Use Cases

What you can do with Guidez NPS Surveys + Salesforce

😤

Auto-create at-risk tasks for detractors

When a user submits an NPS score of 6 or below, Guidez updates their Salesforce record with NPS_Score and NPS_Label = Detractor, and can trigger a workflow to create a priority task for the assigned CSM.

🏆

Identify expansion candidates from promoters

Promoters (NPS 9-10) are your best expansion candidates. When a user submits a promoter score, Guidez updates their Salesforce record and can enroll them in an expansion or referral workflow automatically.

📊

NPS trends in your CRM reports

Build Salesforce reports showing NPS distribution by account tier, plan, and CSM — seeing which segments of your customer base are delighted vs at risk, alongside ARR data.

Setup Guide

How to connect Guidez NPS Surveys to Salesforce

1

Configure your NPS survey

Build your NPS flow in Guidez — set the trigger (tour completion, session count, or specific page), timing, and target user segment.

2

Connect your integration

Link your connected tool in Guidez Settings → Integrations. NPS events will flow on submission.

3

User submits an NPS response

When a user submits their score and optional comment, Guidez fires nps_submitted with score (0-10), label (promoter/passive/detractor), and comment.

4

Workflows trigger automatically

Detractors trigger at-risk tasks, promoters trigger expansion sequences, and all scores update contact records — without any manual intervention.

FAQ

Guidez NPS Surveys + Salesforce: FAQs

Guidez sends nps_submitted events with: score (0-10), category (promoter/passive/detractor), comment text (if provided), and user context (plan, company, days since signup). These are sent as events and also used to update contact properties.
Guidez follows the standard NPS classification: Promoters (9-10), Passives (7-8), Detractors (0-6). These labels are included with every nps_submitted event and contact property update sent to Salesforce.
Yes. You can configure Salesforce automation to trigger based on the nps_score property or nps_label event property. Common automations: create at-risk task when nps_score ≤ 6, enroll in expansion sequence when nps_label = Promoter.
Best practice is to trigger NPS after a clear value moment — tour completion, checklist completion, or a specific number of product sessions. Avoid triggering in the first 7 days (too early for a meaningful score) or immediately after a support interaction.
No. The Salesforce integration is included on all paid Guidez plans. NPS surveys are available on all plans (unlimited surveys on Starter and above). Connect in Guidez Settings → Integrations.

Related integrations

Hubspot Segment Slack Full Salesforce Integration → NPS Surveys Overview →

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