Connect Survser and SugarCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Survey Created
New Survey Response Arrives
Choose an Action
Automatically do this!
Create Record In Any Module
Update Record In Any Module
Find or Create Record In Any Module
Create Lead
Update Lead
Delete Lead
Get Leads
Create Account
Update Account
Delete Account
Get Accounts
Ready to use Survser and SugarCRM 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.
New Record Created
Runs when a new record is created in a selected module such as Leads, Contacts, or Tasks.
Record Updated
Runs when an existing record is updated in a specified module such as Leads, Contacts, or Tasks.
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.
Create Record In Any Module
Creates a new record in any module you specify (Leads, Contacts, Tasks, etc.).
Update Record In Any Module
Updates an existing record in any module you specify (Leads, Contacts, Tasks, etc.).
Find or Create Record In Any Module
Finds a record in selected module or creates a new one if none exists.
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Frequently Asked Questions
To start, connect both your Survser and SugarCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Survser triggers actions in SugarCRM (or vice versa).
Absolutely. You can customize how Survser data is recorded in SugarCRM. This includes choosing which data fields go into which fields of SugarCRM, setting up custom formats, and filtering out unwanted information.
The data sync between Survser and SugarCRM 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 SugarCRM. 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 SugarCRM
SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.
Learn More
