How to Connect Salesforce to Quizell

Introduction

This guide will show you how to connect Salesforce to Quizell and automatically send quiz leads into your CRM.

Once connected, every time someone completes your quiz, their data (contact details, answers, and scores) will be sent directly to Salesforce—allowing your sales team to follow up faster and more effectively.

Step-by-step guide

1. Go to the Integrations page

In your Quizell dashboard, open the left sidebar
Click on Integrations
Find Salesforce in the list and click View integration

2. Open the Salesforce integration

Click View integration on the Salesforce card
On the integration page, click Connect (top right)

3. Connect your Salesforce account

Click Connect Salesforce
Log in to your Salesforce account
Approve the connection when prompted

After authorization, you will return to Quizell.

4. Choose the quiz you want to connect

Once your Salesforce account is connected, Quizell will ask you to choose which quiz or funnel should be linked to this integration.

Select the relevant quiz template from the list
Click Save

This step defines which quiz submissions should be sent to Salesforce.

That’s it!

Your Salesforce integration is now active.

What happens next

When a user completes your quiz:

A new lead or contact is created in Salesforce
The following data can be sent:

Name and email
Quiz answers
Scores and results
Custom fields

You can then:

Trigger Salesforce workflows
Assign leads to your sales team
Segment contacts based on quiz responses

Best practices

Map your quiz fields clearly to Salesforce fields
Use quizzes to qualify leads before sending them to Salesforce
Leverage Quizell logic to segment users before submission
Create Salesforce automations based on quiz results

This helps you maintain clean data and improve conversion rates.

Troubleshooting

Leads are not appearing in Salesforce

Make sure the integration is connected
Check that your quiz has a form collecting contact details
Verify that the quiz is published

Connection failed

Try reconnecting from the integration page
Ensure your Salesforce account has the correct permissions

Data is incomplete

Confirm that required fields (like email) are included in your quiz
Check your field mapping setup (if configured)

Closing

You’ve successfully connected Salesforce to Quizell and can now sync quiz responses directly into your CRM.

Next, you can enhance your setup by:

Creating automated follow-ups in Salesforce
Using Quizell segmentation for better lead qualification
Combining this with email or SMS integrations for multi-channel workflows

What’s next?

You can extend your setup with these related guides:

Updated on: 02/04/2026

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