Integrations Club Planner Survey Mechanics
Club Planner + Survey Mechanics

Connect Club Planner and Survey Mechanics to Build Intelligent Automations

Choose a Trigger

Club Planner

When this happens...

Choose an Action

Survey Mechanics

Automatically do this!

Enable Integrations or automations with these events of Club Planner and Survey Mechanics

Enable Integrations or automations with these events of Club Planner and Survey Mechanics

Actions

Create Prospect

Create Prospect

Add a new prospect.

Request a new Action for Club Planner

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Frequently Asked Questions

How do I start an integration between Club Planner and Survey Mechanics?

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

Can we customize how data from Club Planner is recorded in Survey Mechanics?

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

How often does the data sync between Club Planner and Survey Mechanics?

The data sync between Club Planner and Survey Mechanics 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 Club Planner to Survey Mechanics?

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 Club Planner and Survey Mechanics?

Yes, you can set conditional logic to control the flow of data between Club Planner and Survey Mechanics. 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.