Workflow Automation (via Salesforce Flow)

This feature leverages the power of Salesforce Flow and Process Builder, allowing form submissions to trigger subsequent business processes and actions automatically.

Cloudy Survey & Form enables powerful automation by: 

➢ Triggering Flows: Instantly launch a Salesforce Flow upon form submission (e.g., assign a task, send an internal alert, or enroll a contact in a campaign). 

➢ Post-Submission Actions: Configure automated follow-up emails, internal notifications, or record locking based on survey data. 

➢ Data-Driven Processes: Use collected data (e.g., a low NPS score) to dictate a high-priority service action.