Request a Salesforce review after a Refiner survey

Trigger a Salesforce review request from a client after a positive Refiner survey response. Set up in 30 seconds, no code required.

Refiner logo
Salesforce logo

30-second setup

Connect your Salesforce page to Refiner quicker than you can brew a coffee.

Set and forget

One-time setup, works automatically - forever.

No-coding necessary

Only a few clicks to get Salesforce review requests triggered after Refiner surveys.

Campaign control

Select the users that you want to give a review.

Set-up in 30 seconds

Just a few clicks and you’ll get trigger Salesforce review requests after a user responds to a Refiner survey.

Get reviews into  in 30 seconds

Questions and answers

1 Can I select which Refiner responses trigger a Salesforce review request?

Yes, in the RateHighly dashboard you can select which survey responses in Refiner will trigger a review request. You can select the NPS rating or CSAT score given in Refiner will trigger a review request.

2 What is Salesforce?

Salesforce AppExchange is the place to install apps for your Salesforce CRM. There are thousands of apps that you can install into your Salesforce CRM, and so far apps have been installed 12,819,130 times! Reviews on SalesForce AppExchange are highlighted prominently by AppExchange, so having a high rating and reacting to negative reviews quickly is important, if you want people to install your app into Salesforce CRM. Best way to do that? Use our free bot to send you a notification when you receive a new review (good or bad) so you can react immediately. The bot is free and setting it up takes less than 30 seconds - we've timed it!

3 Do I need to write code to set up the connection?

No, RateHighly's integrations with Salesforce and Refiner are completely no-code. Just create a RateHighly account and enable both integrations in the dashboard, and review requests will start as soon as you are ready.

Nick Franklin, Founder & CEO at ChartMogul

RateHighly just makes so much sense. It automates everything needed to reach out to active users, in-app, and direct them to review sites like G2.

Nick Franklin, Founder & CEO