Connect Survser and OnePage CRM to Build Intelligent Automations

Choose a Trigger

Survser

When this happens...

Choose an Action

OnePage CRM

Automatically do this!

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

new survey is created

new survey is created

runs when new survey is created

new survey response arrives

new survey response arrives

runs when new survey response arrives

Request a new Trigger for Survser

Do thisActions

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

Show surveys

Show surveys

Displays all surveys in your Survser account.

new survey response arrives

new survey response arrives

runs when new survey response arrives

Create Contact hold

Create Contact hold

Creates a new contact in OnePageCRM.

Create Call

Create Call

Create a call

Create Deal

Create Deal

Create a new deal

Create Note

Create Note

Create a new note

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Frequently Asked Questions

How do I start an integration between Survser and OnePage CRM?

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

Can we customize how data from Survser is recorded in OnePage CRM?

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

How often does the data sync between Survser and OnePage CRM?

The data sync between Survser and OnePage CRM 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 OnePage CRM?

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 OnePage CRM?

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

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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OnePage CRM

About OnePage CRM

OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.

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