Connect Survser and Freshsales Classic to Build Intelligent Automations
Choose a Trigger
When this happens...
New Survey Created
New Survey Response Arrives
Choose an Action
Automatically do this!
Find an Account
Find Contact
Create Account
Create Contact
Update Account
Update Contact
Create or Update Contact
Create Deal
Update Deal
Create Note in Freshsales Classic
Create Lead
Find Lead By Email
Update Contact Lifecycle Stage
Update a Lead
Search Deal
Get Deal Notes
Ready to use Survser and Freshsales Classic automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Survey Created
Triggers when a new survey is created and activated in the project.
New Survey Response Arrives
Triggers when a new completed response is submitted for a selected survey.
When a new contact is created
Runs the workflow automatically when a new contact is added to your Freshsales Classic account.
When a new account is created
Runs the workflow automatically whenever a new account is created in Freshsales Classic.
When a new deal is created
Runs the workflow automatically whenever a new deal is created in the account.
When a new task is created
Runs the workflow automatically whenever a new task is created in Freshsales Classic.
Do thisActions
Action is the task that follows automatically within your Survser integrations.
List All Surveys
List all active surveys in the project along with their questions and answer options.
List Survey Responses
Retrieve all completed responses for a selected survey including answers, respondent info, and submission details.
Get Project Details
Retrieve the project details associated with your Survser API key, including project name and domain.
Find an Account
Locate an account in Freshsales Classic by name or ID.
Find Contact
Find an existing contact by email address or ID.
Create Account
Create a new account in Freshsales Classic.
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Frequently Asked Questions
To start, connect both your Survser and Freshsales Classic accounts to viaSocket. Once connected, you can set up a workflow where an event in Survser triggers actions in Freshsales Classic (or vice versa).
Absolutely. You can customize how Survser data is recorded in Freshsales Classic. This includes choosing which data fields go into which fields of Freshsales Classic, setting up custom formats, and filtering out unwanted information.
The data sync between Survser and Freshsales Classic 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 Freshsales Classic. 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 Freshsales Classic
Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
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