Organizations can now automatically send personalized text message survey invites from Salesforce to drive higher engagement and faster, more informed decision-making

SAN MATEO, Calif., March 31, 2026 – SurveyMonkey, the world’s most popular platform for surveys and forms, today announced the general availability of automated SMS survey invites within its Salesforce integration, available on AppExchange. This update allows CX and support teams to automatically send personalized survey invites by text message when key events happen in Salesforce, such as closing a support case or completing a transaction.

This mobile-first approach is essential for modern engagement, as mobile is now the primary way people respond to surveys. According to a 2025 report from SurveyMonkey, 58% of global survey responses were captured via mobile devices. In addition, using SMS instead of a web link collector has been shown to improve survey completion rates by 33%. 

Customers, such as Box, Greyhound Lines, and Hornblower Group, love that SurveyMonkey offers a robust and secure platform that’s also easy to use and highly connected. This new SMS invite capability in SurveyMonkey for Salesforce builds on the existing integration’s ability to help teams capture and act on timely feedback:

  • Reaching customers on mobile: Organizations can now send survey invites via text, prioritizing a channel with higher open rates than traditional email. 
  • Automating outreach: Teams can create workflows that trigger personalized SMS survey invites when specific events occur in Salesforce—such as a closed case—so feedback is requested while the experience is fresh.
  • Personalization at scale: Users can customize messages by inserting Salesforce data fields directly into the SMS. This allows teams to automatically include customer names, case numbers, and specific details to drive higher engagement without manual effort. 
  • Syncing feedback back to Salesforce: Survey responses automatically map to the appropriate Salesforce objects, keeping customer records up to date and helping teams route, escalate, and resolve issues based on real-time data.

“Customer insight is only useful if it’s captured in the moment,” said Cormac Kelly, vice president, customer success at SurveyMonkey. “By connecting SurveyMonkey’s feedback platform with Salesforce’s customer data, we’re removing manual work and helping teams reach customers on their most interactive channel: mobile. This shift ensures feedback isn’t just a lagging report, but a real-time signal that allows teams to act while the experience is still top-of-mind.” 

Salesforce AppExchange, the leading enterprise marketplace for partner apps and experts, enables businesses to power their agentic enterprise with our trusted and open ecosystem. Since its launch in 2006, AppExchange has grown to include more than 9,000 apps and experts, with over 14 million customer installs and 177,000 customer reviews. AppExchange enables customers of all sizes and across industries to extend their agentic enterprise with pre-built,  customizable apps and Salesforce-certified consultants to help solve their business challenges and accelerate time to value.

The automated SMS feature is now available as an add-on for Enterprise customers with the Salesforce integration. To learn more, visit: /curiosity/automate-SMS-survey-invites-salesforce-integration.  

Salesforce, AppExchange, and others are among the trademarks of Salesforce, Inc.

About SurveyMonkey 

SurveyMonkey is the world’s most popular platform for surveys and forms, built for business and loved by users. We combine powerful capabilities with intuitive design, effectively serving every use case, from customer experience to employee engagement, market research to payment and registration forms. With built-in research expertise and AI-powered technology, it’s like having a team of expert researchers right at your fingertips. Trusted by millions—from startups to Fortune 500 companies—SurveyMonkey helps teams gather insights and information that inspire better decisions, create experiences people love, and drive business growth. Discover how at surveymonkey.com.