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Proposify + SurveyMonkey

Create Proposify clients from new SurveyMonkey responses with answers

Save time and streamline your sales process by automatically creating new clients in Proposify when new responses are received in SurveyMonkey. This efficient workflow helps you track leads without manual data entry, ensuring you can engage with potential clients while their interest is high. Stay organized and give your sales team an edge with this quick client creation automation.

Save time and streamline your sales process by automatically creating new clients in Proposify when new responses are received in SurveyMonkey. This efficient workflow helps you track leads without manual data entry, ensuring you can engage with potential clients while their interest is high. Stay organized and give your sales team an edge with this quick client creation automation.

  1. When this happens...
    SurveyMonkeySurveyMonkey
    New Response Notification With Answers

    Triggers a notification when your survey is completed and sends the entire response. Only for SurveyMonkey annual paid users.

    TriggerInstant
  2. automatically do this!
    ProposifyProposify
    Create Client

    Creates a new client.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • SurveyRequired

    • Collector

    Trigger
    Instant
    Try It
    • First NameRequired

    • Last NameRequired

    • EmailRequired

    • Contact List

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • Search ByRequired

    • ValueRequired

    Action
    Search
    • SurveyRequired

    • Collector

    Trigger
    Instant
    Try It
    • SurveyRequired

    • Email CollectorRequired

    • Contact Email(s)Required

    • Message Subject

    • Message Body

    • Hide "Powered by SurveyMonkey"

    Action
    Write
    • SurveyRequired

    • CollectorRequired

    Action
    Search
    • SurveyRequired

    Action
    Search
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proposify logo

About Proposify

Streamline your proposals in the cloud with designer-friendly proposal software.
Learn more

Related categories

  • Proposal & Invoice Management
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