Integrations Salesflare SurveyMethods
Salesflare + SurveyMethods

Connect Salesflare and SurveyMethods to Build Intelligent Automations

Choose a Trigger

Salesflare

When this happens...

Choose an Action

SurveyMethods

Automatically do this!

Ready to use Salesflare and SurveyMethods automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Account

New Account

Trigger When a new Account is created

New Contact

New Contact

Trigger when New Contact Created

New Opportunity

New Opportunity

Trigger when new opportunity is created

New Task

New Task

Trigger when a new task is created

New Workflow Step Created

New Workflow Step Created

Runs when new workflow step created

New Survey Created

New Survey Created

Triggers when a New Survey is Created.

Do thisActions

Action is the task that follows automatically within your Salesflare integrations.

Find account

Find account

Find an account

Find Contact

Find Contact

Find a contact

Find Opportunity

Find Opportunity

Find an Opportunity

Find Person

Find Person

Find a person by ID, name, or account.

Find Pipeline Stage

Find Pipeline Stage

Find a Pipeline Stage

Find User

Find User

Find a User

We'll help you get started

Our team is all set to help you!

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Frequently Asked Questions

How do I start an integration between Salesflare and SurveyMethods?

To start, connect both your Salesflare and SurveyMethods accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesflare triggers actions in SurveyMethods (or vice versa).

Can we customize how data from Salesflare is recorded in SurveyMethods?

Absolutely. You can customize how Salesflare data is recorded in SurveyMethods. This includes choosing which data fields go into which fields of SurveyMethods, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Salesflare and SurveyMethods?

The data sync between Salesflare and SurveyMethods typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Salesflare to SurveyMethods?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Salesflare and SurveyMethods?

Yes, you can set conditional logic to control the flow of data between Salesflare and SurveyMethods. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Salesflare

About Salesflare

Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around

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SurveyMethods

About SurveyMethods

SurveyMethods is a comprehensive online survey tool designed to help businesses and organizations create, distribute, and analyze surveys efficiently. It offers a range of features including customizable survey templates, advanced analytics, and integration capabilities to enhance data collection and decision-making processes.

Learn More