SurveyMonkey + Yardbook

SurveyMonkey + Yardbook integrations

Create Yardbook leads from new SurveyMonkey responses with answers

Easily transform new responses from your SurveyMonkey surveys into potential business opportunities with this seamless automation. Whenever a New Response Notification With Answers is received in SurveyMonkey, a Lead will be created in the Yardbook app, helping you grow your customer base and effectively manage leads without any manual effort. Stay focused on providing exceptional services while automating the lead generation process.

When this happens...
New Response Notification With AnswersTriggers a notification when your survey is completed and sends the entire response. Only for SurveyMonkey annual paid users.
TriggerInstant
automatically do this!
Create LeadCreates a new lead and a prospect in Yardbook
ActionWrite

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More things you can do with SurveyMonkey and Yardbook

Discover other triggers and actions you can use with SurveyMonkey and Yardbook

- Survey
  Required
- Collector
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Contact List
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search By
  Required
- Value
  Required
Action
Search
Job Completed
Triggers when a job or activity is set to completed.
Trigger
Polling
Try It

New Business Profile Message
Trigger
Polling
Try It
Lead Created
Triggers when a new lead is created.
Trigger
Polling
Try It

New Prospect
Triggers when a new prospect customer is created.
Trigger
Polling
Try It
- Lookup customer by email
- Lookup customer by phone number
- Lookup customer by first and last name
- Lookup customer by first and last name
- Event type
  Required
- Name of the system sending the event
  Required
- Short description shown in Yardbook
  Required
- Raw payload
  Required
- Event Occurred At
  Required
- Confidence Score
- Idempotency Key
- Source System Id
Action
Write

- Survey
  Required
- Collector
Trigger
Instant
Try It
- Survey
  Required
- Email Collector
  Required
- Contact Email(s)
  Required
- Message Subject
- Message Body
- Hide "Powered by SurveyMonkey"
Action
Write
- Survey
  Required
- Collector
  Required
Action
Search
- Survey
  Required
Action
Search
Estimate Approved
Triggers when an estimate has been approved.
Trigger
Polling
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New Customer
Triggers when a new customer (not prospect) is created.
Trigger
Polling
Try It
New Survey Received
Trigger
Polling
Try It
New Todo Item
Triggers when a new todo item is created.
Trigger
Polling
Try It
- address_line1
  Required
- city
  Required
- state
  Required
- postal_code
  Required
- country
  Required
- email
  Required
- phone
- full_name
  Required
- instructions
- service_frequency
- lawn_size_in_sf
- lead_source
- service_type
- promo_code
Action
Write

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.

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About Yardbook

Yardbook is a comprehensive, end-to-end business management software solution designed for the landscaping industry.

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Related categories

CRM (Customer Relationship Management)

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