Connect SurveyMars and Espo CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Survey Response Submitted
New Survey Created
Choose an Action
Automatically do this!
Create Lead
Get Lead
Update Lead
Find Leads by Text Filter
Ready to use SurveyMars and Espo CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Survey Response Submitted
Runs when new survey response is submitted
New Survey Created
Runs when new survey created
New Lead
Runs when New Lead Is Created
Lead Status Updated
Runs when Lead Status Updated
Do thisActions
Action is the task that follows automatically within your SurveyMars integrations.
Create Survey From Template
Create a new survey from an existing template.
AI Create Survey
Use AI to create a ready-to-use survey from the provided title, purpose, language, number of questions, and survey type.
Find AI Created Survey
Retrieve the details of a specific AI created survey.
Create Lead
Create a new lead using contact and address details.
Get Lead
Fetches Lead details by an ID.
Update Lead
Update lead details.
Know More About Surveymars and Espo Crm Integrations
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Frequently Asked Questions
To start, connect both your SurveyMars and Espo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in SurveyMars triggers actions in Espo CRM (or vice versa).
Absolutely. You can customize how SurveyMars data is recorded in Espo CRM. This includes choosing which data fields go into which fields of Espo CRM, setting up custom formats, and filtering out unwanted information.
The data sync between SurveyMars and Espo 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 SurveyMars and Espo 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 SurveyMars
SurveyMars is a comprehensive platform designed to create, distribute, and analyze surveys with ease. It offers robust tools for gathering insights and feedback, making it ideal for businesses, educators, and researchers.
Learn MoreAbout 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.
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