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Take your survey technique to the next level with automation

By Ellie Huizenga · May 5, 2021
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Need to know if your community is Team Edward or Team Jacob? Or maybe you're trying to do important information-gathering, like learning if your customers would pay more for carbon offsetting or how they'd like you to follow up with them. 

Whatever your need, surveys help you understand your customers better so you can better support and serve them. Once you have your survey set up, you can take it to the next level by automatically following up with new leads, notifying your team, creating action items, and much more. 

Here are a few of our favorite Zaps—what we call our automated workflows—to supercharge your surveys. To get started with a Zap, just click on it, and we'll guide you through customizing it. It only takes a few minutes. You can read more about setting up Zaps here.

Not sure what survey tool is best for you? Check out our comprehensive review of the 10 best survey apps

Easily organize your survey responses

Ok, you've built the perfect survey, and the responses are pouring in. It's great news, but it's also a problem because there's an onslaught of responses that you don't have time to go through manually. 

Save yourself time with our customizable workflows. Take your survey tool of choice and create a Zap that organizes the responses in a way that best fits your workflow—then you can see all the responses in one place without the hassle. 

Save new Surveybot responses as Google Sheets spreadsheet rows

Save new Surveybot responses as Google Sheets spreadsheet rows
  • Surveybot logo
  • Google Sheets logo
Surveybot + Google Sheets

Collecting complex data? Here's how to automate your data collection.

Instantly follow up with survey responses

Oh no. You just realized that a new lead filled out your survey, but somehow their response slipped through the cracks. Let's be real. This is every business owner's worst nightmare. 

Sleep easy at night by automatically following up with new leads. You can send them an automatic response or notify yourself about completed surveys. That way, you never have to worry about a new lead slipping through the cracks again. 

Take note: With our customizable workflows, you can choose if you want the automatic response to go to you—so you can follow up manually—or if you want it to go directly to the survey respondent without that intermediate step.

Create to-dos from survey replies

You're doing this survey for a reason, but the truth is, sending out the survey is just the first step. To get the most from each reply, you're likely going to need some follow-up actions for you or your team. 

Whether you need to organize your team's action items for the week or add something to your personal to-do list from the survey—you can easily create Zaps that turn responses into items in your to-do-list tool. 

Still trying to decide which task managment tool is best for you and your business? Read through our list of the best to-do apps

Smoothly add leads to other platforms

Struggling to keep up with all the leads coming through your survey and forms? It's a good problem to have—it means people want to be a part of what you are offering—but it can be hard to keep up with all the potential clients. 

Easily add leads to your customer relationship management (CRM) system or email campaign tool by creating one of our automatic workflows. Save time and cut down your manual tasks by automatically adding survey respondents to your other platforms.

Get notified and stay informed

It gets tiring trying to remember all the different apps you need to check throughout the day. Connect your survey automation tool to your communication tool, so you don't have to manually check if someone responded to your survey. 

For example, send a notification to your chat app tool when someone completes a survey. That way, you can know when you need to take the next step and not be surprised by a completed survey. Plus, you can keep your team updated on survey responses so that you can reply promptly. 

Is SurveyMonkey your survey tool of choice? Check out our article on how to take better surveys with SurveyMonkey and Zapier.

Get the most out of your surveys

You don't have to get hung up in the administrative tasks that come with taking surveys. With Zapier, you can automate the repetitive tasks and focus on the more important things—like better understanding and serving your audience. 

New to Zapier? It's a tool that helps anyone connect apps and automate workflows—without any complicated code. Sign up for free.

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A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'