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SurveyMonkey + Workbooks CRM Integrations

How to connect SurveyMonkey + Workbooks CRM

Zapier lets you send info between SurveyMonkey and Workbooks CRM automatically—no code required.

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Supported triggers and actions

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How SurveyMonkey + Workbooks CRM Integrations Work

  1. Step 1: Authenticate SurveyMonkey and Workbooks CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

SurveyMonkey Tutorials

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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 More

Related categories

  • Forms & Surveys

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workbooks logo

About Workbooks CRM

Workbooks CRM is specifically designed for mid-sized and growing companies. Run marketing campaigns, capture leads, create quotations, manage a sales pipeline, process orders and raise invoices all in a single platform. Workbooks reports and dashboards give you the management insight you need and with our Web and Mobile App, plus Outlook and Google Apps integration it’s easy for users to adopt.

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