Brandwatch
Our Brandwatch integration allows you to seamlessly import social media query results directly into Caplena for analysis.Open Integrations Settings
Log in to your Caplena account. Navigate to Account Settings → Integrations. Select Brandwatch from the available options.
Here you can find more info on the Settings page
Add Your Brandwatch Account
Click Add Account and fill in the following fields:
- Connection name – Give your connection a unique name
- Username – Your Brandwatch username
- Password – Your Brandwatch password
- Project name – You can find this in your Brandwatch account
Qualtrics
Access Integration Settings
Log in to your Caplena account. Navigate to Account Settings → Integrations → Qualtrics.
Here you can find more info on the Settings page
Set Up OAuth in Qualtrics
Create an OAuth client in Qualtrics following the official guide. You’ll receive a Client ID and Client Secret. Required scopes:
read:users, read:surveys, read:survey_responses.Fill in Connection Details
Click Add Account and complete:
- Connection Name – A custom label (e.g. “Client A – Q Feedback”)
- Client ID – From your Qualtrics OAuth setup
- Client Secret – From your Qualtrics OAuth setup
- Datacenter – Found in Account Settings → Qualtrics IDs → User
Medallia
Access Integration Settings
Log in to your Caplena account. Navigate to Account Settings → Integrations → Medallia.
Here you can find more info on the Settings page
Fill in Connection Details
Click Add Integration and complete:
- Connection Name – e.g.
Medallia_NPS_Q4_2025 - Client ID – Provided by your Medallia administrator
- Client Secret – A secure key that works with your Client ID
- Token URL – e.g.
https://login.medallia.com/oauth/token - Query – The specific API endpoint to retrieve your feedback data
QuestionPro
Get your API Key and User ID
Generate your API key using QuestionPro’s instructions. Find your User/Customer ID under My Account → Partner License.
Connect in Caplena
Go to Settings → Integrations → Add Integration → QuestionPro. Fill in:
- Connection name – Any name to help you recognize the integration
- API key – Paste the API key you generated
- User ID – Paste your QuestionPro Customer ID
- Environment – Choose Production unless using a sandbox
SurveyMonkey
Create an App in SurveyMonkey
Go to the SurveyMonkey Developer Portal. Click Create App, give it a name (e.g. “Caplena Integration”), and choose Private App.
Configure Scopes
Open the app settings and under Scopes, enable at minimum the required read scopes.
Generate and Copy Your Access Token
In the app menu, go to Credentials → Generate Access Token. Copy the token — you’ll need it in Caplena.
Google Cloud Storage (GCS)
Connect a file stored in GCS so your project refreshes automatically overnight.Set Up Google Cloud Storage
Complete the following in Google Cloud:
- Create a bucket
- Create a Service Account and JSON Key
- Grant the Service Account access to your bucket
- Copy your file’s GCS URI (e.g.
gs://your-bucket-name/path/to/file.csv)
.csv and .parquet. Your file must include an identifier column and a date column.Connect in Caplena
Go to Integrations → Add Integration → Google Storage File (GStorageFile). Fill in:
- Connection name – Any name to help you recognize this connection
- Credentials – Paste the entire JSON content of your service account key (do not upload a file — paste the JSON text)
Configure Data Import
- Account – Select the integration you just created
- File URL – Paste your
gs://file URI - Identifier column name – The column that uniquely identifies each row (e.g.
id,response_id) - Date column name – The date/timestamp column used to detect new data (e.g.
created_at) - Source name (optional) – A label that will appear in your project
Decipher
Generate Your Decipher API Key
In your Decipher account, open the user menu (top right) → API Access → Create API key.
Connect in Caplena
Navigate to Account Settings → Integrations → Decipher. Click Add Account and fill in:
- Connection name – e.g. “Decipher – US Surveys”
- Decipher API key – Paste the key generated above
- Query URL – Your Decipher instance URL
Intercom
Add Your Intercom Account
Navigate to Account Settings → Integrations → Intercom. Click Add Account and fill in:
- Connection name – e.g. “Intercom Production”
- Access token – From your Intercom Developer Hub
- Region – US (
api.intercom.io), EU (api.eu.intercom.io), or AU (api.au.intercom.io)
Import Data
Go to Projects → Import Data → Intercom. Choose your Account and Survey type.
- Initial import limit, start/end date
- Conversation state (open, closed, snoozed)
- Source type (Conversation, Email, WhatsApp, etc.)
- Tag IDs
Salesforce
Connect Salesforce to import survey responses into Caplena for analysis. Caplena authenticates through the OAuth Client Credentials Flow, which runs as a dedicated API-only user. Setting this up requires a few steps inside Salesforce before you add the connection in Caplena.The Salesforce setup UI is dense and changes between editions. We recommend having a Salesforce administrator complete the steps below, as they require permission to create users, permission sets, and connected apps.
Create a Permission Set
In Salesforce, go to Setup → Users → Permission Sets and create a new permission set.\
- Under System Permissions, enable API Only User and API Enabled.
- Under Apps → Object Settings, open Surveys and Survey Responses and enable Read, View All Records, and View All Fields for each.
Create an API-only User
Go to Setup → Users → Users and create a new user.\
- User License: Salesforce
- Profile: Minimum Access - Salesforce
- Permission Set Assignments: assign the permission set created in the previous step.
Create an External Client App
Go to Setup → Apps → App Manager → New External Client App.
- Under API (Enable OAuth Settings), check Enable OAuth.
- Callback URL: any value works and is not used by this flow (e.g.
https://localhost). - OAuth Scopes: add Manage user data via APIs (api).
- Under Flow Enablement, check Enable Client Credentials Flow, then click Create.
- Open the app’s Policies → OAuth Flows and External Client App Enhancements, check Enable Client Credentials Flow, and set the Run As user to the API-only user created in the previous step.
- Open Settings → OAuth Settings and copy the Consumer Key and Consumer Secret — you’ll need these in Caplena.
Open Integration Settings in Caplena
Log in to your Caplena account. Navigate to Account Settings → Integrations and select Salesforce.
Here you can find more info on the Settings page.
Add Your Salesforce Account
Click Add Account and fill in:
\
\
- Connection name – e.g. “Salesforce Production”
- Client ID – The Consumer Key from your External Client App
- Client Secret – The Consumer Secret from your External Client App
- Instance URL – Your Salesforce instance URL (e.g.
https://yourorg.salesforce.com)
Zendesk
Import and analyze Zendesk ticket data and CSAT responses directly in Caplena.Set up OAuth in Zendesk
Before connecting to Caplena, create an OAuth client in your Zendesk account. Follow the official Zendesk documentation and use these settings:
- Redirect URL –
https://api.caplena.com/api/ui/integrations/zendesk/oauth/callback - Client kind – Confidential
Open Integration Settings in Caplena
Log in to your Caplena account. Navigate to Account Settings → Integrations. In the top-right section, select Zendesk.
Here you can find more info on the Settings page.
Add Your Zendesk Account
Click Add Account and fill in:
- Connection name – e.g. “Zendesk Production”
- Client ID – The “Identifier” from your OAuth setup in Zendesk
- Client secret – The secret copied during OAuth setup
- Company subdomain – e.g.
yourcompanyforyourcompany.zendesk.com
Connect the Account
Click Add Integration. You’ll be redirected to Zendesk — approve the read-only permissions. Once done, Zendesk appears in your connected integrations list.
