Scriptera
Salesforce and SurveyMonkey automations
Ready-made scenarios where Salesforce and SurveyMonkey work for you: pick one — a copy appears in your account and runs on its own.
21 scenarios
- Site submissions from SurveyMonkey become leads in Salesforce
- Form submissions become CRM contacts
- SurveyMonkey submissions — contacts in Salesforce
- SurveyMonkey responses — subscribers in Salesforce
- A website form submission becomes a CRM deal
- SurveyMonkey entries become leads in Salesforce
- Website submissions become CRM contacts
- SurveyMonkey submissions land in Salesforce
- Website submissions become CRM leads
- SurveyMonkey answers become issues in Salesforce
- SurveyMonkey responses — deals in Salesforce
- Form submissions turn into tasks in your task manager
- Form leads straight into the CRM
- Lead scoring and routing: hot leads straight to sales
- Triaged support: replies and bug tickets
- Tickets prioritized by importance, tasks created for you
- Instant reply to a property inquiry with matched listings
- Lead verification and CRM sync — straight from a SurveyMonkey form
- Client onboarding from a questionnaire: project, tasks, channel, email, CRM
- A full new-client welcome after the form
- A form order: invoice and client confirmation — automatic
