Connect SurveyMonkey and Microsoft Dynamics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Survey
Choose an Action
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Ready to use SurveyMonkey and Microsoft Dynamics CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Survey
Triggers when new a survey is created in SurveyMonkey.
New Account
Triggers when new account is created
New Contact
Triggers when new contact is created
New Case/Incident
Triggers when new case/incident created
New Invoice
Triggers when new invoice is created
New Lead
Triggers when new lead is created
Do thisActions
Action is the task that follows automatically within your SurveyMonkey integrations.
Create a Contact
Creates a new contact in you address book.
Find Survey
Find one of your Surveys by survey id.
Find collector
Find collector for one of your survey
Find message
Find message in surveymonkey
Find Contact By Email
Search for a contact by their email address in database.
Create Account
Creates a new account
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Step by step guides to integrate SurveyMonkey and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your SurveyMonkey and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in SurveyMonkey triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how SurveyMonkey data is recorded in Microsoft Dynamics CRM. This includes choosing which data fields go into which fields of Microsoft Dynamics CRM, setting up custom formats, and filtering out unwanted information.
The data sync between SurveyMonkey and Microsoft Dynamics CRM 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 SurveyMonkey and Microsoft Dynamics CRM. 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 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.
Learn MoreAbout Microsoft Dynamics CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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