Connect Espo CRM and SurveyMonkey to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Create a Contact
Find Survey
Find collector
Find message
Find contact by email
Ready to use Espo CRM and SurveyMonkey automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Runs when New Lead Is Created
Lead Status Updated
Runs when Lead Status Updated
New Survey Response
Triggers when new survey response arrives
New Survey
Triggers when new survey is created
Do thisActions
Action is the task that follows automatically within your Espo CRM integrations.
Create Lead
Create a new lead using contact and address details.
Get Lead
Fetches Lead details by an ID.
Update Lead
Update lead details.
Find Leads by Text Filter
Find leads that match a text filter.
Create a Contact
Creates a new contact in the address book.
Find Survey
Finds the Surveys by survey id.
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Frequently Asked Questions
To start, connect both your Espo CRM and SurveyMonkey accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in SurveyMonkey (or vice versa).
Absolutely. You can customize how Espo 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.
The data sync between Espo CRM and SurveyMonkey 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 Espo 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.
About Espo CRM
Espo CRM is a versatile customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and marketing efforts efficiently. It offers a range of features including contact management, sales automation, and analytics to enhance customer engagement and drive business growth.
Learn MoreAbout 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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