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Agile CRM + SurveyMonkey

Create Agile CRM notes from new SurveyMonkey responses to stay organized

Keep track of SurveyMonkey responses and stay organized by automatically adding notes to your Agile CRM contacts. This workflow starts when you receive new responses with answers in SurveyMonkey and instantly adds corresponding notes to your contacts in Agile CRM. Stay up-to-date and maintain seamless communication with your leads and customers without manual effort.

Keep track of SurveyMonkey responses and stay organized by automatically adding notes to your Agile CRM contacts. This workflow starts when you receive new responses with answers in SurveyMonkey and instantly adds corresponding notes to your contacts in Agile CRM. Stay up-to-date and maintain seamless communication with your leads and customers without manual effort.

  1. When this happens...
    SurveyMonkeySurveyMonkey
    New Response Notification With Answers

    Triggers a notification when your survey is completed and sends the entire response. Only for SurveyMonkey annual paid users.

    TriggerInstant
  2. automatically do this!
    Agile CRMAgile CRM
    Add Note

    Add a Note to the Contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • SurveyRequired

    • Collector

    Trigger
    Instant
    Try It
    • First NameRequired

    • Last NameRequired

    • EmailRequired

    • Contact List

    Action
    Write
    • Welcome

    Action
    Write
    • SurveyRequired

    • CollectorRequired

    Action
    Search
    • SurveyRequired

    • Collector

    Trigger
    Instant
    Try It
    • SurveyRequired

    • Email CollectorRequired

    • Contact Email(s)Required

    • Message Subject

    • Message Body

    • Hide "Powered by SurveyMonkey"

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • Search ByRequired

    • ValueRequired

    Action
    Search
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About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

Related categories

  • CRM (Customer Relationship Management)

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