Generate new AgencyBloc individuals from new SurveyMonkey answers responses
Streamline your client management process with this workflow. When there are new responses with answers in SurveyMonkey, it creates individual profiles for respondents in the AgencyBloc system. It's an efficient way to build your client base directly from survey responses, saving you time, reducing manual data entry, and ensuring accurate client information in AgencyBloc.
Streamline your client management process with this workflow. When there are new responses with answers in SurveyMonkey, it creates individual profiles for respondents in the AgencyBloc system. It's an efficient way to build your client base directly from survey responses, saving you time, reducing manual data entry, and ensuring accurate client information in AgencyBloc.
- When this happens...New Response Notification With Answers
Triggers a notification when your survey is completed and sends the entire response. Only for SurveyMonkey annual paid users.
- automatically do this!Create Individual
Creates an Individual in AgencyBloc.
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