Connect SmartSurvey and upsales to Build Intelligent Automations

Choose a Trigger

SmartSurvey

When this happens...

Choose an Action

upsales

Automatically do this!

Enable Integrations or automations with these events of SmartSurvey and upsales

Enable Integrations or automations with these events of SmartSurvey and upsales

Triggers

New Response

New Response

Triggers when a survey has a new response.

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Actions

Create Contact

Create Contact

Creates a contact within a contact list.

Request a new Action for SmartSurvey

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Frequently Asked Questions

How do I start an integration between SmartSurvey and upsales?

To start, connect both your SmartSurvey and upsales accounts to viaSocket. Once connected, you can set up a workflow where an event in SmartSurvey triggers actions in upsales (or vice versa).

Can we customize how data from SmartSurvey is recorded in upsales?

Absolutely. You can customize how SmartSurvey data is recorded in upsales. This includes choosing which data fields go into which fields of upsales, setting up custom formats, and filtering out unwanted information.

How often does the data sync between SmartSurvey and upsales?

The data sync between SmartSurvey and upsales typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from SmartSurvey to upsales?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between SmartSurvey and upsales?

Yes, you can set conditional logic to control the flow of data between SmartSurvey and upsales. 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.

SmartSurvey

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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upsales

About upsales

The revenue engine for fast-growing businesses. You need to move fast and sell more. You need a revenue engine with CRM and Marketing Automation that can handle it. Unite sales and marketing with one platform for the whole customer journey.

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