> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.quizell.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# 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**

![](https://storage.crisp.chat/users/helpdesk/website/-/9/c/4/e/9c4e823823ced00/image_6jjgmo.png =1000x657)

#### **2. Open the Salesforce integration**

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

![](https://storage.crisp.chat/users/helpdesk/website/-/9/c/4/e/9c4e823823ced00/image_fc9uoo.png =1000x657)

#### **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.

![](https://storage.crisp.chat/users/helpdesk/website/-/9/c/4/e/9c4e823823ced00/image_ahcmmk.png =1000x657)

#### **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.

 ![](https://storage.crisp.chat/users/helpdesk/website/-/9/c/4/e/9c4e823823ced00/image_qyr6p8.png =1000x657)

### **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

![](https://storage.crisp.chat/users/helpdesk/website/-/9/c/4/e/9c4e823823ced00/image_jlkk9r.png =1000x657)

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:

* [Connect other tools to your workflow](https://help.quizell.com/en/category/integrations-b45it6/)
* [Track performance with Google Analytics](https://help.quizell.com/en/article/how-to-connect-quizell-with-google-analytics-marzap/)
* [Set up email automation](https://help.quizell.com/en/article/how-to-set-up-a-basic-email-flow-1rbowet/)
* [How to Use the A/B Testing Feature](https://help.quizell.com/en/article/how-to-use-the-ab-testing-feature-bc595h/)