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Better Agency + SurveyMonkey

Create or update Better Agency clients from new SurveyMonkey responses

Keep your client information up-to-date and streamline your agency's processes with this automation. When a new response with answers is received in SurveyMonkey, it will automatically create or update a client in Better Agency. This workflow ensures that your agency's database remains accurate, saving time and effort on manual data entry.

Keep your client information up-to-date and streamline your agency's processes with this automation. When a new response with answers is received in SurveyMonkey, it will automatically create or update a client in Better Agency. This workflow ensures that your agency's database remains accurate, saving time and effort on manual data entry.

  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!
    Better AgencyBetter Agency
    Create/Update a Client

    Client Form to create update a client

    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
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • Search ByRequired

    • ValueRequired

    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
    • SurveyRequired

    • CollectorRequired

    Action
    Search
    • SurveyRequired

    Action
    Search
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better-agency logo

About Better Agency

Better Agency is a CRM Marketing Automation Tool for Insurance Agencies
Learn more

Related categories

  • Marketing
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