Create and send SurveyMonkey surveys for new Clio contacts
Effortlessly gather feedback from new clients in Clio by sending them a customized survey through SurveyMonkey. This automation will activate whenever you add a new contact, instantly delivering a SurveyMonkey survey to their email. Acquire valuable insights, improve your services, and save time with this simple workflow.
Effortlessly gather feedback from new clients in Clio by sending them a customized survey through SurveyMonkey. This automation will activate whenever you add a new contact, instantly delivering a SurveyMonkey survey to their email. Acquire valuable insights, improve your services, and save time with this simple workflow.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Send Survey
Send a survey invitation to one or more contacts and/or emails.
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