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Capsule CRM + SurveyMethods

Send survey invitations for new or updated Capsule CRM contacts with SurveyMethods

Effortlessly stay connected with your Capsule CRM contacts by sending them survey invitations through SurveyMethods. With this automation, whenever there's a new or updated contact in Capsule CRM, a survey invitation will be sent via the SurveyMethods platform. This ensures your contacts are always engaged while also gathering valuable feedback from them.

Effortlessly stay connected with your Capsule CRM contacts by sending them survey invitations through SurveyMethods. With this automation, whenever there's a new or updated contact in Capsule CRM, a survey invitation will be sent via the SurveyMethods platform. This ensures your contacts are always engaged while also gathering valuable feedback from them.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Contact

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    SurveyMethodsSurveyMethods
    Send a Survey Invitation

    Send a survey invitation to an email address.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
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capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn moreHelp

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  • CRM (Customer Relationship Management)

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surveymethods logo

About SurveyMethods

SurveyMethods is a powerful and easy-to-use online survey software tool for survey creation, deployment and analysis.

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