Integrations Apptivo CRM SurveyMonkey
Apptivo CRM + SurveyMonkey

Connect Apptivo CRM and SurveyMonkey to Build Intelligent Automations

Choose a Trigger

Apptivo CRM

When this happens...

Choose an Action

SurveyMonkey

Automatically do this!

Ready to use Apptivo CRM and SurveyMonkey automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Survey Response

New Survey Response

Triggers when new survey response arrives

New Survey

New Survey

Triggers when new survey is created

Request a new Trigger for Apptivo CRM

Do thisActions

Action is the task that follows automatically within your Apptivo CRM integrations.

List Opportunities

List Opportunities

Fetches configuration data for opportunities from the Apptivo API

List Cases

List Cases

Fetches configuration data for cases from the Apptivo API

List Leads

List Leads

Fetches configuration data for leads from the Apptivo API

List Customers

List Customers

Fetches configuration data for customers from the Apptivo API

List Contacts

List Contacts

Return all the contacts configuration data with JSON format

Search Leads by Email ID

Search Leads by Email ID

This method used to get the number of leads in Apptivo based on the email address.

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Frequently Asked Questions

How do I start an integration between Apptivo CRM and SurveyMonkey?

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

Can we customize how data from Apptivo CRM is recorded in SurveyMonkey?

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

How often does the data sync between Apptivo CRM and SurveyMonkey?

The data sync between Apptivo CRM and SurveyMonkey 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 Apptivo CRM to SurveyMonkey?

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 Apptivo CRM and SurveyMonkey?

Yes, you can set conditional logic to control the flow of data between Apptivo CRM and SurveyMonkey. 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.

Apptivo CRM

About Apptivo CRM

Apptivo CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses manage their customer interactions, sales processes, and marketing efforts. It offers a suite of tools to help businesses track leads, manage contacts, automate workflows, and gain insights through analytics, all in one integrated platform.

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SurveyMonkey

About SurveyMonkey

SurveyMonkey is a cloud-based survey tool that helps users create, send, and analyze surveys. Users can use a variety of question types, deploy surveys across multiple platforms, and utilize tools for data analysis and integration with other services.

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