Connect Customers.ai and SmartSurvey to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Customers.ai
Choose an Action
Automatically do this!
Create Contact
Ready to use Customers.ai and SmartSurvey automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Response
Triggers when a survey has a new response.
Do thisActions
Action is the task that follows automatically within your Customers.ai integrations.
Create Contact
Create a new contact in Customers.ai using phone or email, channel, optional name, and custom attributes.
Create Contact
Creates a contact within a contact list.
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Frequently Asked Questions
To start, connect both your Customers.ai and SmartSurvey accounts to viaSocket. Once connected, you can set up a workflow where an event in Customers.ai triggers actions in SmartSurvey (or vice versa).
Absolutely. You can customize how Customers.ai 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 Customers.ai 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 Customers.ai 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 Customers.ai
Customers.ai is a lead-generating and outbound automation platform. Find who your customers are and contact them.
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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