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Microsoft Dynamics 365 CRM + SurveyMonkey

Create and send SurveyMonkey surveys for new Microsoft Dynamics 365 CRM accounts

Effortlessly gather feedback from new clients by connecting Microsoft Dynamics 365 CRM and SurveyMonkey. With this workflow, every time a new account is created in Microsoft Dynamics 365 CRM, a survey will be sent from SurveyMonkey to gather insights and improve customer experience. Enhance your relationship management and stay informed about your clients' needs without any manual effort.

Effortlessly gather feedback from new clients by connecting Microsoft Dynamics 365 CRM and SurveyMonkey. With this workflow, every time a new account is created in Microsoft Dynamics 365 CRM, a survey will be sent from SurveyMonkey to gather insights and improve customer experience. Enhance your relationship management and stay informed about your clients' needs without any manual effort.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Account

    Triggers when a new account is created.

    TriggerScheduled
  2. automatically do this!
    SurveyMonkeySurveyMonkey
    Send Survey

    Send a survey invitation to one or more contacts and/or emails.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
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microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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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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