Integrations crm-people SurveyMethods
crm-people + SurveyMethods

Connect crm-people and SurveyMethods to Build Intelligent Automations

Choose a Trigger

crm-people

When this happens...

Choose an Action

SurveyMethods

Automatically do this!

Enable Integrations or automations with these events of crm-people and SurveyMethods

Enable Integrations or automations with these events of crm-people and SurveyMethods

Triggers

New Survey Created

New Survey Created

Triggers when a New Survey is Created.

New Response Completed

New Response Completed

Triggers when a respondent completes a survey response.

Request a new Trigger for crm-people

Actions

Create Email List

Create Email List

Create a new email list in a SurveyMethods account.

Add Contact to Email List

Add Contact to Email List

Add a contact to an existing email list in SurveyMethods.

Request a new Action for crm-people

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Frequently Asked Questions

How do I start an integration between crm-people and SurveyMethods?

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

Can we customize how data from crm-people is recorded in SurveyMethods?

Absolutely. You can customize how crm-people 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 crm-people and SurveyMethods?

The data sync between crm-people 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 crm-people 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 crm-people and SurveyMethods?

Yes, you can set conditional logic to control the flow of data between crm-people 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.

crm-people

About crm-people

CRM People is a crm software for sales teams focused on b2b

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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.

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