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Create survey responses from SurveyMonkey as tasks in Workbooks CRM

  1. When this happensStep 1: New Response Notification With Answers

  2. 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

  1. A new survey is completed in SurveyMonkey
  2. Zapier searches for a person in Workbooks, and creates a new one if it does not exist
  3. Zapier creates a new task against that Person in Workbooks

Apps involved

  • SurveyMonkey
  • Workbooks CRM
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Connect SurveyMonkey + Workbooks CRM in Minutes

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

All Triggers & Actions

InstantNew Response Notification

Triggers a notification when your survey is completed.

InstantNew Case

Triggers when a new case is created.

InstantNew Person

Triggers when a new person is created.

InstantPosted Credit Note

Triggers when a credit note is posted.

InstantNew Response Notification With Answers

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

InstantNew Organisation

Triggers when a new organisation is created.

InstantNew Sales Lead

Triggers when a new sales lead is created.

InstantPosted Invoice

Triggers when an invoice is complete and its status posted.