Create a survey with SurveyMonkey when a sale is set to lost SuperOffice
When this happensStep 1: Sale Changed
Then do thisStep 2: Find Contact
Then do thisStep 3: Create Contact
Then do thisStep 4: Send Survey
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.