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Advantage Anywhere + SurveyMonkey

Send SurveyMonkey surveys to new leads or prospects in Advantage Anywhere

When a new lead or prospect is created in Advantage Anywhere, use this template to effortlessly send a SurveyMonkey survey invitation to the contact’s email address.

When a new lead or prospect is created in Advantage Anywhere, use this template to effortlessly send a SurveyMonkey survey invitation to the contact’s email address.

  1. When this happens...
    Advantage AnywhereAdvantage Anywhere
    New Lead or Prospect Created

    Triggers when there's a new lead or prospect is created in Advantage Anywhere.

    TriggerScheduled
  2. automatically do this!
    SurveyMonkeySurveyMonkey
    Send Survey

    Send a survey invitation to one or more contacts and/or emails.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Advantage Anywhere triggers, actions, and search

    New Lead or Prospect Created

    Triggers when there's a new lead or prospect is created in Advantage Anywhere.

    Trigger
    Scheduled
    Try It
    • Note ContentRequired

    Action
    Write
    • First NameRequired

    • Last NameRequired

    • Category NameRequired

    • Company

    • EmailRequired

    • Phone Number

    • Additional Phone

    • Address

    • Address Extended

    • City

    • State

    • Zip Code

    • Country

    Action
    Write
    • SurveyRequired

    • Collector

    Trigger
    Instant
    Try It
  • Advantage Anywhere triggers, actions, and search

    New Referral Source

    Triggers when a new referral source is created in Advantage Anywhere.

    Trigger
    Scheduled
    Try It
    • Notification MessageRequired

    Action
    Write
    • SurveyRequired

    • Collector

    Trigger
    Instant
    Try It
    • First NameRequired

    • Last NameRequired

    • EmailRequired

    • Contact List

    Action
    Write
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About Advantage Anywhere

The leads, sales & marketing automation machine: CRM, email, video, print, text, landing pages, social, events, sales funnel…all-in-one!
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Related categories

  • Marketing Automation

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