A web form can be used to add a new customer record or update an existing one. A web form serves as an endpoint to receive HTTP POST. In our example, the form is used to receive the survey results. … Continue reading →

With workflow automation, the survey invitation email can be sent automatically under various triggering conditions, such as a new customer record is added, or the category of a customer is changed. In this example, the trigger is set whenever an … Continue reading →

In order to save the survey result to the customer’s CRM record, we must pass some identification information to the online survey site. The best one to use is the CUSTOMER_ID, which uniquely identifies a customer record and can be … Continue reading →