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SurveyMonkey + Teamleader Focus

Create and send SurveyMonkey surveys for new Teamleader Focus contacts

Keep track of new contacts in Teamleader Focus and engage them instantly with surveys by setting up this seamless automation. Whenever you add a new contact in Teamleader Focus, a survey will be automatically sent to them via SurveyMonkey, allowing you to gather feedback, assess needs, and maintain communication without any manual work. Boost your customer engagement by leveraging this efficient workflow.

Keep track of new contacts in Teamleader Focus and engage them instantly with surveys by setting up this seamless automation. Whenever you add a new contact in Teamleader Focus, a survey will be automatically sent to them via SurveyMonkey, allowing you to gather feedback, assess needs, and maintain communication without any manual work. Boost your customer engagement by leveraging this efficient workflow.

  1. When this happens...
    Teamleader FocusTeamleader Focus
    New Contact

    Triggers when a new contact is added.

    TriggerInstant
  2. automatically do this!
    SurveyMonkeySurveyMonkey
    Send Survey

    Send a survey invitation to one or more contacts and/or emails.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Teamleader Focus triggers, actions, and search

    New Deal

    Triggers when a new deal is created.

    Trigger
    Instant
    Try It
    • First name

    • Last nameRequired

    • Salutation

    • Primary

    • Telephone

    • Mobile

    • Fax

    • Website

    • Street

    • Zip code

    • City

    • Country

    • Street

    • Zip code

    • City

    • Country

    • Addressee

    • Street

    • Zip code

    • City

    • Country

    • Addressee

    • Language

    • Gender

    • Birthdate

    • Iban

    • Bic

    • Remarks

    • Tags

    • Custom Fields

    • Marketing mails consent

    Action
    Write
    • Company nameRequired

    • Business Type

    • VAT number

    • Local business number

    • Primary

    • Invoicing

    • Telephone

    • Fax

    • Website

    • Street

    • Zip code

    • City

    • Country

    • Street

    • Zip code

    • City

    • Country

    • Addressee

    • Street

    • Zip code

    • City

    • Country

    • Addressee

    • Street

    • Zip code

    • City

    • Country

    • Addressee

    • Iban

    • Bic

    • Language

    • Responsible user

    • Remarks

    • Tags

    • Custom Fields

    • Marketing Mails Consent

    Action
    Write
    • TitleRequired

    • Summary

    • Customer TypeRequired

    • Customer IdRequired

    • Contact Person

    • Source

    • Department

    • Responsible User

    • Phase

    • Estimated Value Amount

    • Estimated Value Currency

    • Estimated Probability

    • Estimated Closing Date

    • Custom Fields

    Action
    Write
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surveymonkey logo

About SurveyMonkey

SurveyMonkey is the easiest way to create surveys and get answers. SurveyMonkey lets you whip up a survey quickly and get targeted answers from the audience you want to ask.
Learn moreHelp

Related categories

  • Forms & Surveys

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teamleader logo
teamleader logo

About Teamleader Focus

Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.

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