Connect Survser and ClearCRM to Build Intelligent Automations
Ready to use Survser and ClearCRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
new survey is created
runs when new survey is created
new survey response arrives
runs when new survey response arrives
Get recent contracts
Get contracts added in a recent time window and include each contract's timestamp converted to UTC.
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
Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.
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 Survser integrations.
Show surveys
Displays all surveys in your Survser account.
new survey response arrives
runs when new survey response arrives
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
To start, connect both your Survser and ClearCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Survser triggers actions in ClearCRM (or vice versa).
Absolutely. You can customize how Survser 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.
The data sync between Survser and ClearCRM 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 Survser 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.
About Survser
Survser is a user and product research tool that allows its users to create and deploy microsurveys within their digital products.
Learn MoreAbout 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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