SurveyMonkey + Workbooks CRM Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect SurveyMonkey and Workbooks CRM, with as many as 30 possible integrations. Are you ready to find your productivity superpowers?
Create survey responses from SurveyMonkey as tasks in Workbooks CRM
If you're sending out lots of surveys, you probably have your hands full going the responses—stop wasting your time logging respondent details and associated tasks by hand. This integration allows you build up a complete picture by being able to see the survey results alongside other feedback or correspondence from that same person. Once active, it will trigger with every new survey completed in SurveyMonkey, automatically searching for a corresponding person on Workbooks, creating them if not found, and logging a new task for them with the response details to keep all that context together.
Note: See this Workbooks Knowledge Base page for more information about this integration.
How this SurveyMonkey-Workbooks CRM integration works
- A new survey is completed in SurveyMonkey
- Zapier searches for a person in Workbooks, and creates a new one if it does not exist
- Zapier creates a new task against that Person in Workbooks
- Workbooks CRM
It's easy to connect SurveyMonkey + Workbooks CRM and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers a notification when your survey is completed.
Send a survey invitation to one or more contacts and/or emails.
Triggers a notification when your survey is completed and sends the entire response. Only for SurveyMonkey annual paid users.
Creates a new contact in your address book.
Triggers when an invoice is complete and its status posted.
Adds a new status to a Marketing Campaign.
Triggers when a new case is created.
Creates a new organisation.
Triggers when a new person is created.
Creates a new case.
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