Create survey responses from SurveyMonkey as tasks in Workbooks CRM
When this happensStep 1: New Response Notification With Answers
Then do thisStep 2: Create Task
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