Integrations SurveyMethods customertrax handle
SurveyMethods + customertrax handle

Connect SurveyMethods and customertrax handle to Build Intelligent Automations

Choose a Trigger

SurveyMethods

When this happens...

Choose an Action

customertrax handle

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Enable Integrations or automations with these events of SurveyMethods and customertrax handle

Enable Integrations or automations with these events of SurveyMethods and customertrax handle

Triggers

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.

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Actions

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.

Request a new Action for SurveyMethods

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Frequently Asked Questions

How do I start an integration between SurveyMethods and customertrax handle?

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

Can we customize how data from SurveyMethods is recorded in customertrax handle?

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

How often does the data sync between SurveyMethods and customertrax handle?

The data sync between SurveyMethods and customertrax handle 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 customertrax handle?

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 customertrax handle?

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

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customertrax handle

About customertrax handle

Handle 2.0™ is a configurable CRM that shrinks the complexity of your processes

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