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Radius CRM + SurveyMonkey

Update Radius CRM leads/clients from new SurveyMonkey responses

Keep your CRM updated with the latest survey responses using this seamless workflow. When a new response is received in SurveyMonkey, it will automatically update the lead or client information in your Radius CRM. This way, you can ensure that your client data stays up-to-date and relevant, empowering you to make informed decisions without any manual efforts.

Keep your CRM updated with the latest survey responses using this seamless workflow. When a new response is received in SurveyMonkey, it will automatically update the lead or client information in your Radius CRM. This way, you can ensure that your client data stays up-to-date and relevant, empowering you to make informed decisions without any manual efforts.

  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!
    Radius CRMRadius CRM
    Update Lead/Client

    Update an existing lead or client record in Radius.

    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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About Radius CRM

Lead Management & CRM Software for Insurance Agents to Market to Leads, Speak to Clients, and Track Commissions, all with automation.
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Related categories

  • CRM (Customer Relationship Management)

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