Create and send a proposal from new SurveyMonkey responses

This Zap will locate/create a client contact and draft and send a proposal based on the client's selections in a form. You can include all of your service packages for the client to choose and draft a proposal from an Anchor template depending on the option they chose. If you prefer to review and make changes to the proposals first, you can also remove the last "Send proposal" step to just create the drafts, leaving them ready for your review. You can embed the form in your website or an introduction email to automatically turn intake into onboarding.

NOTE: Only available for SurveyMonkey paid annual plans.