Connect Survser and Close to Build Intelligent Automations

Choose a Trigger

Survser

When this happens...

Choose an Action

Close

Automatically do this!

Ready to use Survser and Close automations

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 and activated in the project.

New Survey Response Arrives

New Survey Response Arrives

Triggers when a new completed response is submitted for a selected survey.

New Call

New Call

Triggers when a new Call is created or completed.

New Contact

New Contact

Triggers when a new contact is created.

New Email

New Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

New Lead

New Lead

Triggers when a new lead is created.

Do thisActions

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

List All Surveys

List All Surveys

List all active surveys in the project along with their questions and answer options.

List Survey Responses

List Survey Responses

Retrieve all completed responses for a selected survey including answers, respondent info, and submission details.

Get Project Details

Get Project Details

Retrieve the project details associated with your Survser API key, including project name and domain.

Create Contact

Create Contact

create a contact.

Update Contact

Update Contact

Update an existing contact.

Create Task

Create Task

Creates a New Task.

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Frequently Asked Questions

How do I start an integration between Survser and Close?

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

Can we customize how data from Survser is recorded in Close?

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

How often does the data sync between Survser and Close?

The data sync between Survser and Close 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 Survser to Close?

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 Survser and Close?

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

Survser

About Survser

Survser is a user and product research tool that allows its users to create and deploy microsurveys within their digital products.

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Close

About Close

Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.

Learn More