Connect SurveyMethods and Close to Build Intelligent Automations

Choose a Trigger

SurveyMethods

When this happens...

Choose an Action

Close

Automatically do this!

Ready to use SurveyMethods and Close automations

Explore more automations built by businesses and experts

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Survey Created

New Survey Created

Triggers when a New Survey is Created.

New Response Completed

New Response Completed

Triggers when a respondent completes a survey response.

New Call

New Call

Triggers when a new Call is created or completed.

New Contact

New Contact

Triggers when a new contact is created.

New Email

New Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

New Lead

New Lead

Triggers when a new lead is created.

Do thisActions

Action is the task that follows automatically within your SurveyMethods integrations.

Create Email List

Create Email List

Create a new email list in a SurveyMethods account.

Add Contact to Email List

Add Contact to Email List

Add a contact to an existing email list in SurveyMethods.

Create Contact

Create Contact

create a contact.

Update Contact

Update Contact

Update an existing contact.

Create Task

Create Task

Creates a New Task.

Create Bulk Email

Create Bulk Email

create a bulk mail.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between SurveyMethods and Close?

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

Can we customize how data from SurveyMethods is recorded in Close?

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

How often does the data sync between SurveyMethods and Close?

The data sync between SurveyMethods and Close 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 SurveyMethods to Close?

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 SurveyMethods and Close?

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

SurveyMethods

About SurveyMethods

SurveyMethods is a comprehensive online survey tool designed to help businesses and organizations create, distribute, and analyze surveys efficiently. It offers a range of features including customizable survey templates, advanced analytics, and integration capabilities to enhance data collection and decision-making processes.

Learn More
Close

About Close

Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.

Learn More