Connect telecrm and Survser to Build Intelligent Automations
Choose a Trigger
When this happens...
Lead Is Updated
New Lead Is Created
Choose an Action
Automatically do this!
List All Surveys
List Survey Responses
Get Project Details
Ready to use telecrm and Survser automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Lead Is Updated
Runs when lead is updated
New Lead Is Created
Runs when new lead is created
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.
Do thisActions
Action is the task that follows automatically within your telecrm integrations.
Create a Lead
Create or update a lead
Update Lead Details
Update lead information
Search Leads
Find leads by name or email
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.
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Frequently Asked Questions
To start, connect both your telecrm and Survser accounts to viaSocket. Once connected, you can set up a workflow where an event in telecrm triggers actions in Survser (or vice versa).
Absolutely. You can customize how telecrm data is recorded in Survser. This includes choosing which data fields go into which fields of Survser, setting up custom formats, and filtering out unwanted information.
The data sync between telecrm and Survser 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 telecrm and Survser. 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.
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