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Highrise + SurveyMethods

Create new tasks associated with cases in Highrise CRM for new, complete survey responses in SurveyMethods

Do you spend too much time manually gathering and processing your customers’ questions or requests? Now with the help of Zapier, you can automate processes and follow up with your customers a lot more effectively. Every time a new, complete response is submitted in SurveyMethods, Zapier automatically creates a new task associated with a case in Highrise CRM so you can easily follow up with each of them, saving you a lot of time and effort.

Do you spend too much time manually gathering and processing your customers’ questions or requests? Now with the help of Zapier, you can automate processes and follow up with your customers a lot more effectively. Every time a new, complete response is submitted in SurveyMethods, Zapier automatically creates a new task associated with a case in Highrise CRM so you can easily follow up with each of them, saving you a lot of time and effort.

  1. When this happens...
    SurveyMethodsSurveyMethods
    New Response Completed

    Triggers when a respondent completes a survey response.

    TriggerInstant
  2. automatically do this!
    HighriseHighrise
    Create Task for Case

    Creates a new task associated with a case. Will create a new case if it doesn't exist

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Survey TitleRequired

    Trigger
    Instant
    Try It
    • Select Email ListRequired

    • Contact Email AddressRequired

    Action
    Write
    • Select a Survey to SendRequired

    Action
    Write
  • Highrise triggers, actions, and search

    New Company

    Triggers when a new company is added to Highrise.

    Trigger
    Scheduled
    Try It
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highrise logo

About Highrise

Highrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert leads into done deals.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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surveymethods logo
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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