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:

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

Example:

A sales team uses quizzes to qualify leads and integrates them with Salesforce to automatically push high-intent prospects into the CRM, where they are assigned to sales reps for immediate follow-up.

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.”

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.

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

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

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

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

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.

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

That is all about Salesforce integration with Quiz Maker.