Connect SmartSurvey and Method CRM
Integrate SmartSurvey with Method CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create contact and link to entity in Method CRM when New Response in SmartSurvey
Create customer or lead in Method CRM when New Response in SmartSurvey
Create Activity in Method CRM when New Response in SmartSurvey
Create record in Method CRM in Method CRM when New Response in SmartSurvey
Find Contact in Method CRM when New Response in SmartSurvey
Popular SmartSurvey + Method CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
SmartSurvey
When this happens...
New Response
Choose an action
Method CRM
Automatically do this!
Create Activity
Create contact and link to entity
Create customer or lead
Create record in Method CRM
Find Contact
Find customer or lead
Create contact and link to entity in Method CRM when New Response in SmartSurvey
Use this flowCreate customer or lead in Method CRM when New Response in SmartSurvey
Use this flowCreate Activity in Method CRM when New Response in SmartSurvey
Use this flowCreate record in Method CRM in Method CRM when New Response in SmartSurvey
Use this flowFind Contact in Method CRM when New Response in SmartSurvey
Use this flowCreate Contact in SmartSurvey when Recent Activities from Method CRM
Use this flowCreate Contact in SmartSurvey when New Contact Created in Method CRM
Use this flowCreate Contact in SmartSurvey when Fetch Updated Opportunities in Methodcrm
Use this flowCreate Contact in SmartSurvey when New Customers for QuickBooks in Method CRM
Use this flowCreate Contact in SmartSurvey when New Customers/Vendors in Method CRM
Use this flowSupported Triggers & Actions
Everything you can automate between SmartSurvey and Method CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Response
Triggers when a survey has a new response.
Recent Activities
Retrieve activities from Method CRM updated since the last scheduled check.
New Contact Created
Returns contacts created or updated in Method CRM since the last check.
New Customers for QuickBooks
Retrieve new or updated customers and leads from Method CRM for QuickBooks synchronization.
New Customers/Vendors
Fetch new or recently modified Customer/Vendor records (including leads) from Method CRM.
Fetch Updated Opportunities
Retrieves opportunities from Method CRM that have been modified since the scheduled time.
Do thisActions
Action is the task that follows automatically within your SmartSurvey integrations.
Create Contact
Creates a contact within a contact list.
Create Activity
Create a new activity (call, to-do, SMS, or web comment), set start and due dates, status, and assign it to a user.
Create contact and link to entity
Create a new contact and attach it to an existing customer or company.
Create customer or lead
Add a new customer (or mark them as a lead) in Method CRM so you can track their contact details and billing information.
Create record in Method CRM
Add a new record to the selected Method CRM table using the details you enter.
Find Contact
Search for a contact by email, name, or entity and return its details.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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.
Learn moreAbout Method CRM
Method CRM is a powerful customer relationship management tool designed to streamline and enhance your business interactions. It offers seamless integration with QuickBooks, allowing businesses to manage their customer data, sales, and operations efficiently. With customizable workflows and a user-friendly interface, Method CRM helps businesses improve customer satisfaction and drive growth.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your SmartSurvey and Method CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between SmartSurvey and Method CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Method CRM. No coding required.
Yes. You can set up a workflow where SmartSurvey triggers actions in Method CRM, and a separate workflow where Method CRM triggers actions in SmartSurvey. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between SmartSurvey and Method CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SmartSurvey and Method CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
