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SurveyMonkey + Wealthbox CRM

Send surveys to new Wealthbox CRM contacts with SurveyMonkey

Effortlessly gather valuable feedback from your new contacts in Wealthbox CRM by sending them a SurveyMonkey survey. With this workflow, each time you add a new contact in Wealthbox CRM, a survey will be sent to their email using SurveyMonkey. Stay engaged with your clients and collect insights easily, giving you more time to focus on growing your business.

Effortlessly gather valuable feedback from your new contacts in Wealthbox CRM by sending them a SurveyMonkey survey. With this workflow, each time you add a new contact in Wealthbox CRM, a survey will be sent to their email using SurveyMonkey. Stay engaged with your clients and collect insights easily, giving you more time to focus on growing your business.

  1. When this happens...
    Wealthbox CRMWealthbox CRM
    New Contact

    Triggers when a new contact is created.

    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?
  • Wealthbox CRM triggers, actions, and search

    New Comment

    Triggers when a new comment is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    Task Complete

    Triggers when a Task has been completed. Non-repeating tasks only.

    Trigger
    Instant
    Try It
surveymonkey logo
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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wealthbox logo
wealthbox logo

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

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