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SurveyMonkey + Workbooks CRM

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.

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.

  1. When this happens...
    SurveyMonkeySurveyMonkey
    New Response Notification With Answers

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

    TriggerInstant
  2. automatically do this!
    Workbooks CRMWorkbooks CRM
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • SurveyRequired

    • Collector

    Trigger
    Instant
    Try It
    • First NameRequired

    • Last NameRequired

    • EmailRequired

    • Contact List

    Action
    Write
    • Welcome

    Action
    Write
    • SurveyRequired

    • CollectorRequired

    Action
    Search
    • SurveyRequired

    • Collector

    Trigger
    Instant
    Try It
    • SurveyRequired

    • Email CollectorRequired

    • Contact Email(s)Required

    • Message Subject

    • Message Body

    • Hide "Powered by SurveyMonkey"

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • Search ByRequired

    • ValueRequired

    Action
    Search
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 moreHelp

Related categories

  • Forms & Surveys

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workbooks logo
workbooks logo

About Workbooks CRM

Workbooks CRM helps businesses run better by joining up marketing, sales, finance and service teams with a single cloud-based solution.

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