SurveyMonkey automation: 3 ways to streamline your surveys
By Wren Noble · December 13, 2023
You can't understand what your customers want if you don't ask them. Luckily, a survey app like SurveyMonkey makes it easy to write and share surveys with your audience. The information you gather with those surveys will help you understand and better serve your customers' needs so you can make data-driven and informed decisions.
That's a lot of opportunities, but it doesn't have to be a lot of work to take advantage of all of them. Automating SurveyMonkey with Zaps—Zapier's automated workflows—will help you better manage your data, keep your team more informed, and follow up faster with your customers. Here's how.
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To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.
Track and archive survey responses in a spreadsheet
SurveyMonkey makes great surveys. But its native features for storing survey responses are never going to be as capable as dedicated spreadsheet software. Spreadsheet tools like Google Sheets, Airtable, or Microsoft Excel let you sort, filter, organize, and, most importantly, use your data in more powerful ways.
The problem is getting your data from SurveyMonkey into your spreadsheet of choice. Manually exporting responses or copy-and-pasting them into a spreadsheet is inefficient, especially if you manage a large volume of responses. It also introduces an element of human error that can reduce the accuracy of your data.
Set up one of the workflows below to automatically transfer new survey responses into your spreadsheets. They run instantaneously when you receive a new form submission, so your data is always current. You'll also have an important backup data source for all past surveys, so they're always available for reference.
Add new SurveyMonkey responses to new Google Sheets rows
Have your SurveyMonkey submissions automatically added to Google Sheets by Zapier every time a new SurveyMonkey survey response is received so that it's easier to share survey data with teammates. After you set up this SurveyMonkey Google Sheets integration, every time there is a new SurveyMonkey response, a new row will be added to a Google Sheets spreadsheet.
Excel spreadsheets make a great repository for all those survey responses, and with this integration in place, you won't need to worry about any manual exporting. Simply set up this Zapier automation and it will trigger automatically whenever a new response is received on SurveyMonkey, adding every item to a new row on Excel for safekeeping and processing.
Sometimes you'll need to organize answers to your survey in a spreadsheet. Zapier helps by creating rows in your Google Sheet when there are new notifications of responses with answers from SurveyMonkey. You won't have to copy and paste survey answers again.
Sometimes you'll need an organized list of your survey responses. Zapier helps you accomplish this by creating rows on your Google Sheet when there are new response notifications in SurveyMonkey. You won't have to copy and paste survey responses again.
Someone just responded to your survey, now you want to store their answers in a database tool. Zapier helps by creating Airtable records when you have new survey responses with answers from SurveyMonkey. Now you can effortlessly organize and display your results the way you want.
Constantly monitoring your SurveyMonkey account for new responses isn't the best use of your time. Instead, set up an automation to alert you or anyone else who needs to know when a new survey response has been submitted.
The beauty of notification automation is that you can customize it to suit you or your team's workflows.
Mostly work out of your inbox? Automatically send emails with each new SurveyMonkey response directly to your inbox.
You can also send emails to anyone else working on a project so they can take action on the survey results immediately, like if your customer service team needs to follow up on a critical issue.
SurveyMonkey is your go-to for collecting feedback and keeping your customers happy. But what if you simply don't have time to constantly log into your account? That's where Zapier comes in. With this SurveyMonkey - email integration, you can easily send SurveyMonkey responses to the email address of your choice. With SurveyMonkey survey answers going straight to your email account (or an employee's) you can make sure no customer feedback goes unnoticed. Easy, right?
Want to know how your surveys are doing without logging in to your SurveyMonkey account? Set up this integration. We'll email you every new SurveyMonkey response notification. As soon as someone answers your survey, you'll get an email. Find out how your surveys are doing without having to leave your inbox.
Ever wanted to get an email notification for a SurveyMonkey response? How about send a follow up email to the survey respondent? What about notify someone on your team?
When someone completes your survey, you'll want a notification email to be sent. Zapier helps by sending emails from Microsoft Outlook when you have new surveys with answers in SurveyMonkey. You'll be informed of every completed survey.
If your project is more collaborative, you might want more team visibility into survey responses. Slack automations are incredibly helpful for doing this. Set up a dedicated Slack channel for a specific survey or project and automatically send all new survey responses to that channel where your team can see and discuss your data.
Zapier makes it easy to track your SurveyMonkey responses. If you use Slack for your team communication, you can use Zapier to send a message to a Slack channel whenever a new response is received. Zapier will wait for a response, and then send a message letting you know once a new response is received.
When someone completes your survey, you'll want a notification email to be sent. Zapier helps by sending channel messages from Slack when you have new survey responses in SurveyMonkey. You'll be informed of every survey response.
Surveys are a great lead-generation tool. Don't let it go to waste! Use automation to effortlessly capture the contact info from SurveyMonkey responses and funnel it into your email marketing platform or CRM.
When a customer enters their contact information in your survey, you can set up a workflow to add their email directly to your email marketing platform. This lets you follow up easily with any important responses, such as engaged leads or critical feedback.
These workflows can also add respondents to your marketing campaign lists so they can stay engaged with your business, and you can continue to build that relationship. It's easy to segment respondent's emails by topic or survey so you can add them to dedicated lists based on their interests.
Just be sure to ask your survey respondents for permission before subscribing them!
Add or update ActiveCampaign contacts with new SurveyMonkey responses
Set up this Zapier integration to effortlessly capture SurveyMonkey responses and pass the information over to ActiveCampaign. New contacts will automatically be added, and any existing contacts will be updated, saving you time for more important work.
If you want to easily follow up with your SurveyMonkey survey respondents by adding them to your Mailchimp email list, Zapier can help. This SurveyMonkey and Mailchimp integration will take any new SurveyMonkey respondent and add them to a Mailchimp email list of your choosing.
If you've already got their personal details from their responses, there's no point in exporting them yourself. Activate this Zap and we'll take on that job, automatically creating a contact on Constant Contact whenever you receive a new response on SurveyMonkey from then on.
The most important thing about collecting customer data is how it can inform your decisions and next steps as a business or as a team. Survey responses don't do you any good if they're lingering in SurveyMonkey, not being read, or stuck in a format your team can't analyze and take action from.
Automating your survey tool and response data makes it easier to use customer data to fuel your actions. Spreadsheets let you analyze data in bulk, instant notifications keep you connected to your customers, and email outreach shows them you're listening.
And this is just the start of what you can do with SurveyMonkey and Zapier. What will you automate first?
