SugarCRM 7+ + SurveyMonkey Integrations
How to connect SugarCRM 7+ + SurveyMonkey
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New RecordTriggers when a new record is added to a module you specify (Leads, Contacts, Tasks, etc.).Trigger- Updated RecordTriggers when an existing record is updated in a module you specify (Leads, Contacts, Tasks, etc.).Trigger
- Create RecordCreates a new record in any module you specify (Leads, Contacts, Tasks, etc.).Action
- Update RecordUpdates an existing record in any module you specify (Leads, Contacts, Tasks, etc.).Action
- Find RecordFinds an existing record in any module you specify (Leads, Contacts, Tasks, etc.).Action
- Find or Create RecordFinds a record or creates on if it does not exist.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
- 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 SugarCRM 7+ + SurveyMonkey Integrations Work
- Step 1: Authenticate SugarCRM 7+ 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
About SugarCRM 7+
SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.
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