DocSend + Surveypal + Filter by Zapier
Send Surveypal survey invitations for new DocSend visits
Want to send a brief survey after someone reviews your proposal? Or, do you only want someone to receive your survey after they've fully reviewed some background material? Now you can, automatically, with this DocSend to Surveypal integration.
Want to send a brief survey after someone reviews your proposal? Or, do you only want someone to receive your survey after they've fully reviewed some background material? Now you can, automatically, with this DocSend to Surveypal integration.
- When this happens...New Visit
Triggers when you get a new visit.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Send Invitation
Send a Survey invitation by e-mail to someone.
- Free forever for core features
- 14 day trial for premium features & apps
About DocSend
DocSend tells you how prospects engage with your sales material after you send it. Know when to follow up, who to follow up with, and what to focus on, enabling you to do business faster.
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About Surveypal
Send branded surveys after any customer interaction, then monitor performance and improve survey response rates with Surveypal's real-time analytics and intelligent alerts.
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About Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.