How to Integrate Salesforce With Quiz Maker


ProProfs Quiz Maker integrates with Salesforce CRM to capture learners’ information and send them automatically to your Salesforce account. You can use these leads to create/update lists, build customer journeys, and send personalized emails. 


Here's how a captured contact will appear in your Salesforce CRM:


Preview of Salesforce CRM


Salesforce integration with Quiz Maker helps you to:


  • Boost lead conversion by up to 43%

  • Organize leads based on quiz responses

  • Send personalized emails to increase your bottom line


How to Setup Salesforce Integration


Step 1: To start importing the details of the learners every time they take a quiz, start by selecting the quiz you want to use for lead generation and navigate to “Settings.


Navigate to Quiz Settings


Step 2: Navigate to the “Security” tab and locate “Tracking Configuration.” Enable information to capture. You can also ask your own questions to capture the learner’s info.


Configure Tracking under General Settings


Step 3: Navigate to the “Integrations” tab, locate Salesforce and select “Yes” to integrate.


Enable Salesforce under Integrations


An integration information pop-up will appear. Click “Next” to proceed.


Integration information Pop-up


Step 4: Enter your Salesforce account details and click "Next."


Set up Salesforce Integration by entering required details


Step 5: Select a list to share and store the learner's information, and click "Next" to proceed further.


Select the “Notify me” checkbox to receive email notifications on adding new learners to your Salesforce list.


Choose a Salesforce list


Step 6: Based on the selected list and custom questions set up in “Tracking configuration,” assign a corresponding field from the drop-down menus to the appropriate Salesforce fields. Click "Finish" to complete the integration.


Map your Quiz Fields to Salesforce fields


After you complete the above steps, a popup will appear, informing you that the integration is active. Click “OK,’’ and you are all set.


Salesforce Integration Successful


That is all about Salesforce integration with Quiz Maker.



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