SurveyMonkey

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?

It's easy to connect SurveyMonkey + Workbooks CRM and requires absolutely zero coding experience—the only limit is your own imagination.

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New Response Notification

Triggers a notification when your survey is completed.

Send Survey

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

New Response Notification With Answers

Triggers a notification when your survey is completed and sends the entire response. Only for SurveyMonkey annual paid users.

Create Contact

Creates a new contact in your address book.

Posted Invoice

Triggers when an invoice is complete and its status posted.

Create Marketing Campaign Status

Adds a new status to a Marketing Campaign.

New Case

Triggers when a new case is created.

Create Organisation

Creates a new organisation.

New Person

Triggers when a new person is created.

Create Case

Creates a new case.

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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

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.

See Workbooks CRM Integrations