Microsoft Teams and SurveyMonkey automations — Sales & Leads

Ready-made scenarios where Microsoft Teams and SurveyMonkey work for you (sales & leads): pick one — a copy appears in your account and runs on its own.

15 scenarios

SurveyMonkey submissions land straight in Microsoft Teams
SurveyMonkey answers posted to a Microsoft Teams channel
A SurveyMonkey submission pings you in Microsoft Teams
SurveyMonkey answers become issues in Microsoft Teams
Form submissions delivered to your messenger
SurveyMonkey submissions posted to your Microsoft Teams channel
SurveyMonkey submissions posted into Microsoft Teams
A form submission becomes a full contact with a verified email
Priority for big-budget leads — straight to the CRM and a team signal
Lead scoring and routing: hot leads straight to sales
Form leads into the CRM: no duplicates, with a score and an alert
Lead scoring and an instant reply to the customer
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Agency client onboarding — folders, brief, and welcome email from one form
Leads from a form and a messenger in one base, shared among agents