Connect CoachingOS and SmartSurvey to Build Intelligent Automations
Choose a Trigger
When this happens...
Fetch Leads
Choose an Action
Automatically do this!
Create Contact
Ready to use CoachingOS and SmartSurvey automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Fetch Leads
Fetches new leads from your CoachingOS account and triggers the workflow automatically.
New Response
Triggers when a survey has a new response.
Do thisActions
Action is the task that follows automatically within your CoachingOS integrations.
Create Lead
Create a new lead
Create Contact
Creates a contact within a contact list.
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Frequently Asked Questions
To start, connect both your CoachingOS and SmartSurvey accounts to viaSocket. Once connected, you can set up a workflow where an event in CoachingOS triggers actions in SmartSurvey (or vice versa).
Absolutely. You can customize how CoachingOS data is recorded in SmartSurvey. This includes choosing which data fields go into which fields of SmartSurvey, setting up custom formats, and filtering out unwanted information.
The data sync between CoachingOS and SmartSurvey typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between CoachingOS and SmartSurvey. 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.
About CoachingOS
A platform to manage coaching centers, including student enrollment, scheduling, course materials, progress tracking, and payments.
Learn MoreAbout SmartSurvey
SmartSurvey is an online survey tool that allows users to create, distribute, and analyze surveys easily. It provides a range of templates and customization options to gather valuable insights and feedback from respondents.
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