Connect SmartSurvey and Copilot CRM to Build Intelligent Automations
Enable Integrations or automations with these events of SmartSurvey and Copilot CRM
Enable Integrations or automations with these events of SmartSurvey and Copilot CRM
Triggers
New Response
Triggers when a survey has a new response.
Actions
Create Contact
Creates a contact within a contact list.
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Frequently Asked Questions
To start, connect both your SmartSurvey and Copilot CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in SmartSurvey triggers actions in Copilot CRM (or vice versa).
Absolutely. You can customize how SmartSurvey data is recorded in Copilot CRM. This includes choosing which data fields go into which fields of Copilot CRM, setting up custom formats, and filtering out unwanted information.
The data sync between SmartSurvey and Copilot CRM 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 SmartSurvey and Copilot CRM. 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 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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About Copilot CRM
Copilot CRM automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.
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