Multi-Channel Distribution
Supported Sharing Methods
Direct Link
- Generate a unique, secure URL that can be shared through email, internal portals, or added to printed materials.
Ideal for quick access and mobile-friendly participation.
Email Invitations
- Send personalized survey invitations directly from Cloudy Survey & Form. Includes tracking capabilities such as delivery, open status, and response activity.
Salesforce Contact & Lead Sharing
- Distribute surveys directly from Salesforce records such as Contacts, Leads, Accounts, Cases, and Opportunities.
Perfect for automated customer follow-ups and transactional feedback.
Public Survey Pages
- Publish your survey on a branded public URL that anyone can access without authentication.
Useful for open feedback, community surveys, or event-based responses.
Zoho books
Quickbooks
Shopify
Acumatica
SAP
Odoo
Sage
Agentforce Revenue Management
Agentforce Revenue Management + Billing
Salesforce CPQ
Salesforce Advanced Billing
Migrate from CPQ to Agentforce Revenue Management
Microsoft
Data Cloud
Tableau
