Connect SurveyMethods and Nutshell to Build Intelligent Automations
Choose a Trigger
When this happens...
New Survey Created
New Response Completed
Choose an Action
Automatically do this!
Find User
Create Company
List Users
List Account
List Account Type
List Activities
List Activity Types
List Custom Fields For Leads
List Items For Leads
List Leads
List Contacts
List Applicable Custom Fields
List Notes
List lead products
List Sources
List Stages
List Pipelines
Ready to use SurveyMethods and Nutshell automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Survey Created
Triggers when a New Survey is Created.
New Response Completed
Triggers when a respondent completes a survey response.
Do thisActions
Action is the task that follows automatically within your SurveyMethods integrations.
Create Email List
Create a new email list in a SurveyMethods account.
Add Contact to Email List
Add a contact to an existing email list in SurveyMethods.
Find User
Finds an existing User by email.
Create Company
Creates a new Company.
List Users
Get list of users
List Account
Get all accounts and associated data in your Nutshell instance.
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Frequently Asked Questions
To start, connect both your SurveyMethods and Nutshell accounts to viaSocket. Once connected, you can set up a workflow where an event in SurveyMethods triggers actions in Nutshell (or vice versa).
Absolutely. You can customize how SurveyMethods data is recorded in Nutshell. This includes choosing which data fields go into which fields of Nutshell, setting up custom formats, and filtering out unwanted information.
The data sync between SurveyMethods and Nutshell 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 SurveyMethods and Nutshell. 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 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 MoreAbout Nutshell
Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
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