Connect SurveyMonkey and ClearCRM to Build Intelligent Automations

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SurveyMonkey

When this happens...

Choose an Action

ClearCRM

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Ready to use SurveyMonkey and ClearCRM automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Survey Response

New Survey Response

Triggers when new survey response arrives

New Survey

New Survey

Triggers when new survey is created

Get recent contracts

Get recent contracts

Get contracts added in a recent time window and include each contract's timestamp converted to UTC.

New Customer

New Customer

Fetch customers added to Clear CRM within the configured schedule window (minutes) and return their records with ISO-formatted creation timestamps.

New Estimate

New Estimate

Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.

New Invoice

New Invoice

Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.

Do thisActions

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

Create a Contact

Create a Contact

Creates a new contact in the address book.

Find Survey

Find Survey

Finds the Surveys by survey id.

Find collector

Find collector

Find collector for one of your survey

Find message

Find message

Find message in surveymonkey

Find contact by email

Find contact by email

Finds a contact in SurveyMonkey using an email address.

Create a lead

Create a lead

Create a new lead in Clear CRM using the contact and company details you provide.

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Frequently Asked Questions

How do I start an integration between SurveyMonkey and ClearCRM?

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

Can we customize how data from SurveyMonkey is recorded in ClearCRM?

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

How often does the data sync between SurveyMonkey and ClearCRM?

The data sync between SurveyMonkey and ClearCRM 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 SurveyMonkey to ClearCRM?

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 SurveyMonkey and ClearCRM?

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

SurveyMonkey

About SurveyMonkey

SurveyMonkey is a cloud-based survey tool that helps users create, send, and analyze surveys. Users can use a variety of question types, deploy surveys across multiple platforms, and utilize tools for data analysis and integration with other services.

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ClearCRM

About ClearCRM

Clear CRM is a comprehensive customer relationship management platform designed to streamline your sales, marketing, and customer support processes. Enhance your business efficiency with powerful tools for managing customer interactions, tracking sales leads, and automating marketing campaigns.

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