Connect SurveyMonkey and smartoffice to Build Intelligent Automations
Choose a Trigger
When this happens...
New Survey
Choose an Action
Automatically do this!
- Request a new Action for smartoffice
Enable Integrations or automations with these events of SurveyMonkey and smartoffice
Enable Integrations or automations with these events of SurveyMonkey and smartoffice
Triggers
New Survey
Triggers when new a survey is created in SurveyMonkey.
Actions
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.
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Frequently Asked Questions
To start, connect both your SurveyMonkey and smartoffice accounts to viaSocket. Once connected, you can set up a workflow where an event in SurveyMonkey triggers actions in smartoffice (or vice versa).
Absolutely. You can customize how SurveyMonkey data is recorded in smartoffice. This includes choosing which data fields go into which fields of smartoffice, setting up custom formats, and filtering out unwanted information.
The data sync between SurveyMonkey and smartoffice 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 smartoffice. 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 smartoffice
SmartOffice, powered by Ebix, is the premier CRM solution for the financial services industry. We help insurance agents and financial advisors manage and better understand their existing clients while attracting new ones.
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