SuperOffice CRM + SurveyMonkey
Create a survey with SurveyMonkey when a sale is set to lost SuperOffice
Find out why you didn’t secure a sale via an automatic survey from SurveyMonkey. If a customer or prospect decides not to buy from you, you’ll want to know what went wrong. When you set a sale to “lost” in SuperOffice CRM, automatically send a feedback survey to the registered contact from SurveyMonkey. Get their view on what could have been better.
Find out why you didn’t secure a sale via an automatic survey from SurveyMonkey. If a customer or prospect decides not to buy from you, you’ll want to know what went wrong. When you set a sale to “lost” in SuperOffice CRM, automatically send a feedback survey to the registered contact from SurveyMonkey. Get their view on what could have been better.
- When this happens...Sale Changed
Triggers when a sale is updated.
- automatically do this...Find Contact
Finds a contact based on id, e-mail, phone number, URL, or number.
- then do this...Create Contact
Creates a new contact in your address book.
- then do this!Send Survey
Send a survey invitation to one or more contacts and/or emails.
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