Integrations SurveyMethods Teamleader Focus
SurveyMethods + Teamleader Focus

Connect SurveyMethods and Teamleader Focus to Build Intelligent Automations

Choose a Trigger

SurveyMethods

When this happens...

Choose an Action

Teamleader Focus

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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 Deal

New Deal

Trigger when a deal is created.

New Contact

New Contact

Trigger when a new Contact is created.

New Company

New Company

Trigger When a new Company is created.

Deal Accepted

Deal Accepted

Trigger when a deal is updated.

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.

Get User Info

Get User Info

Get user's information

Find Contact

Find Contact

find a contact by Id.

Find Company

Find Company

find a company by Id.

Create Deal

Create Deal

Creates a new deal.

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Frequently Asked Questions

How do I start an integration between SurveyMethods and Teamleader Focus?

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

Can we customize how data from SurveyMethods is recorded in Teamleader Focus?

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

How often does the data sync between SurveyMethods and Teamleader Focus?

The data sync between SurveyMethods and Teamleader Focus 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 Teamleader Focus?

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 Teamleader Focus?

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

About Teamleader Focus

Teamleader is a comprehensive project management and CRM tool designed to streamline your business operations. It offers features such as task management, time tracking, invoicing, and customer relationship management to help you manage your projects and clients efficiently.

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