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Highrise + SurveyMethods

Create new Highrise CRM tasks from new SurveyMethods survey responses

Tired of manually creating follow-up tasks for each customer that fills out your survey? Set up the SurveyMethods-Highrise CRM integration to automate this process. Once this Zap is active, whenever someone completes your SurveyMethods survey, Zapier will automatically create a new task in Highrise CRM. Once a task is created, you can easily follow up with each respondent, saving you a lot of time and effort.

Tired of manually creating follow-up tasks for each customer that fills out your survey? Set up the SurveyMethods-Highrise CRM integration to automate this process. Once this Zap is active, whenever someone completes your SurveyMethods survey, Zapier will automatically create a new task in Highrise CRM. Once a task is created, you can easily follow up with each respondent, 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

    Triggered when a new task is added

    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.
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Related categories

  • 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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