Connect SmartSurvey and salesoptima to Build Intelligent Automations
Enable Integrations or automations with these events of SmartSurvey and salesoptima
Enable Integrations or automations with these events of SmartSurvey and salesoptima
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 salesoptima accounts to viaSocket. Once connected, you can set up a workflow where an event in SmartSurvey triggers actions in salesoptima (or vice versa).
Absolutely. You can customize how SmartSurvey data is recorded in salesoptima. This includes choosing which data fields go into which fields of salesoptima, setting up custom formats, and filtering out unwanted information.
The data sync between SmartSurvey and salesoptima 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 salesoptima. 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 salesoptima
SalesOptima is an online Customer Relationship Management (CRM) service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.
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