Keap Max Classic + SurveyMonkey
Tag Infusionsoft contacts when they submit SurveyMonkey responses
When this happens
Step 1: New Response Notification With Answers
Then do this
Step 2: Tag Existing Contact
If you use Infusionsoft to track your customer marketing, you can automatically add a tag to a contact when they submit a response to a SurveyMonkey survey. As soon as SurveyMonkey receives a contact's submission, Zapier will automatically tag the contact for you.
Note: Be sure to ask for your contacts' email address in the survey, as that's needed to tag their contact in Infusionsoft.
How It Works
- An existing contact submits a response via SurveyMonkey
- Zapier tags the contact in Infusionsoft
What You Need
- SurveyMonkey account
- Infusionsoft account
New Response NotificationTriggers a notification when your survey is completed.Trigger- New Response Notification With AnswersTriggers a notification when your survey is completed and sends the entire response. Only for SurveyMonkey annual paid users.Trigger
- Create ContactCreates a new contact in your address book.Action
- Send SurveySend a survey invitation to one or more contacts and/or emails.Action
- Find CollectorFind a collector for one of your surveys.Action
- Find ContactFind one of your address book contacts.Action
- Find SurveyFind one of your surveys.Action
New Action sequenceTriggered when a new action sequence is added.Trigger- Keap Max Classic
Triggers when you add a new affiliate.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new company.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new contact.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new action for a contact (task, note, or appointment).
Scheduled
Trigger
- Keap Max Classic
Triggers when a tag gets added to a contact.
Instant
Trigger
- Keap Max Classic
Triggers when a credit card charge is processed from Infusionsoft through a merchant account.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new expense for an opportunity or leadsource.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new invoice.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new opportunity.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new invoice (with line item support).
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.)
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new product.
Scheduled
Trigger
- Keap Max Classic
Triggers when a contact subscribes to plan.
Scheduled
Trigger
- Keap Max Classic
Triggers when a contact unsubscribes from plan.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new subscription plan.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new tag.
Scheduled
Trigger
- Keap Max Classic
Create a new company.
Scheduled
Action
- Keap Max Classic
Creates a new contact. Can be used to update existing contacts too.
Scheduled
Action
- Keap Max Classic
Applies a tag to an existing contact.
Scheduled
Action
- Keap Max Classic
Create and send a new email to a contact or multiple contacts, as well as record the email in the contacts' email history.
Scheduled
Action
- Keap Max Classic
Creates a note on an existing contact
Scheduled
Action
- Keap Max Classic
Creates a new order.
Scheduled
Action
- Keap Max Classic
Create a new Product.
Scheduled
Action
- Keap Max Classic
Updates an existing contact.
Scheduled
Action
- Keap Max Classic
Find a Contact by their Email Address or Username.
Scheduled
Action
- Keap Max Classic
Find an Invoice by specifying a Contact and Invoice details.
Scheduled
Action
- Keap Max Classic
Finds or creates a specific contact.
Scheduled
Action
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