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.
- 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/Update a Client
Client Form to create update a client
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SurveyRequired
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Try ItFirst NameRequired
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Contact List
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Try ItSurveyRequired
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Hide "Powered by SurveyMonkey"
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