Pipeline CRM + SurveyMonkey Integrations
How to connect Pipeline CRM + SurveyMonkey
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Deal Status ChangedTriggers when a deal in your PipelineDeals account is updated from one status to another.Trigger- Moved DealTriggers when a deal in your PipelineDeals account is moved from one deal stage to another.Trigger
- New CompanyTriggers when a new company is created in your PipelineDeals account.Trigger
- New DealTriggers when a new deal is created in your PipelineDeals account.Trigger
- New PersonTriggers when a new person, lead, or contact is created in your PipelineDeals account.Trigger
- Create ActivityCreates a new activity associated to an existing person, company or deal.Action
- Create EventCreates a new calendar event in your Pipeline account.Action
- Create TaskCreates a new calendar task in your PipelineDeals account.Action
- Pipeline CRM
Creates a new company in your PipelineDeals account.
Scheduled
Action
- Pipeline CRM
Creates a new deal in your PipelineDeals account.
Scheduled
Action
- Pipeline CRM
Creates a new person in your PipelineDeals account.
Scheduled
Action
- Pipeline CRM
Find an existing user on your PipelineDeals account.
Scheduled
Action
- Pipeline CRM
Moves a deal to next stage.
Scheduled
Action
- Pipeline CRM
Updates an existing company in your PipelineDeals account.
Scheduled
Action
- Pipeline CRM
Updates an existing deal in your PipelineDeals account.
Scheduled
Action
- Pipeline CRM
Updates an existing person in your PipelineDeals account.
Scheduled
Action
- Pipeline CRM
Find an existing company in your PipelineDeals account.
Scheduled
Action
- Pipeline CRM
Find an existing deal in your PipelineDeals account.
Scheduled
Action
- Pipeline CRM
Find an existing person on your Pipeline account.
Scheduled
Action
- Pipeline CRM
Find or Create Company
Scheduled
Action
- Pipeline CRM
Find or Create Deal
Scheduled
Action
- Pipeline CRM
Find an existing person on your Pipeline account.
Scheduled
Action
- SurveyMonkey
Triggers a notification when your survey is completed.
Instant
Trigger
- SurveyMonkey
Triggers a notification when your survey is completed and sends the entire response. Only for SurveyMonkey annual paid users.
Instant
Trigger
- SurveyMonkey
Creates a new contact in your address book.
Scheduled
Action
- SurveyMonkey
Send a survey invitation to one or more contacts and/or emails.
Scheduled
Action
- SurveyMonkey
Find a collector for one of your surveys.
Scheduled
Action
- SurveyMonkey
Find one of your address book contacts.
Scheduled
Action
- SurveyMonkey
Find one of your surveys.
Scheduled
Action
How Pipeline CRM + SurveyMonkey Integrations Work
- Step 1: Authenticate Pipeline CRM and SurveyMonkey.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
SurveyMonkey Tutorials
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