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Create integrations between Mercury Connect and SurveyMonkey to automate any workflow

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How Zapier works

Zapier lets you build automated workflows between two or more appsā€”no code necessary. These workflows are called Zaps, and this is how they work.

A trigger is where automation begins

A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook formā€”the trigger would be "new Facebook lead.
A trigger is the event that kicks off your automated workflow.

Now it's time for action

An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook leadā€”the action would be "send a Slack message.
An action is the event that your automated workflow performs when triggered.

And that's it! You've just created a Zap.

A Zap is an automated workflowā€”consisting of a trigger and one or more actionsā€”that connects your apps.
Triggers and actions are the main components of every automated workflow.

Connect Mercury Connect and SurveyMonkey to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reportingā€”and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

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With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Contact TypeRequired

    Trigger
    Instant
    Try It
    • Contact TypeRequired

    Trigger
    Instant
    Try It
    • Opportunity TypeRequired

    Trigger
    Instant
    Try It
    • Virtual Branch

    • Title

    • EmailRequired

    • First NameRequired

    • Last Name

    • Middle Name

    • Salutation

    • Gender

    • Date of Birth

    • Marital Satus

    • Home Phone

    • Mobile

    • Business Phone

    • Mailing Address?

    • Address Type

    • Address Format

    • Floor Number

    • Unit Number

    • Building Name

    • Street Number

    • Street Name or PO Box

    • Street Type

    • City

    • State

    • Postcode

    • Country

    • Address Effective From

    • Address Effective To

    • Housing Situation

    • Permanent Australian Resident

    • Status

    • Country of Residence

    • Employer Company

    • Occupation

    • Job Title

    • Employment Status

    • Employment Commenced

    • Annual Income

    • Drivers Licence Number

    • Drivers Licence Expiry

    • Drivers Licence State

    • Categories

    • No Email Marketing

    • Mark as Private

    • Email Bounced

    • Relationship Manager

    • Type

    • Amount

    • Frequency

    • Commenced

    • Comments

    • Type

    • Repayment

    • Frequency

    • Balance

    • Credit Limit

    • Comments

    • Note Pad

    Action
    Write

Zapier's blog offers the low-down on automating SurveyMonkey

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mercury-connect logo

About Mercury Connect

Mercury Connect is a CRM platform that lets you track people & opportunities, loan calculations, compare products, and manage compliance.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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surveymonkey logo
surveymonkey logo

About SurveyMonkey

SurveyMonkey is the easiest way to create surveys and get answers. SurveyMonkey lets you whip up a survey quickly and get targeted answers from the audience you want to ask.

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