How to connect RD Station + SurveyMonkey
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- New Lead ConversionTriggers when a new lead is created.Trigger
- New OpportunityTriggers when a Lead is marked as opportunity.Trigger
- Conversion EventIt registers a new conversion event for a contact.Action
- Lost DealMarks a deal as lost.Action
- Won DealMarks a deal as won.Action
- New Response NotificationTriggers a notification when your survey is completed.Trigger
- New Response Notification With AnswersTriggers a notification when your survey is completed and sends the entire response. Only for SurveyMonkey annual paid users.Trigger
- Create ContactCreates a new contact in your address book.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 RD Station + SurveyMonkey Integrations Work
- Step 1: Authenticate RD Station 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.
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