Simple CRM integration with Drag'n Survey
How to Send authenticated Drag'n Survey links via Salesmsg SMS from new business opportunities in Simple CRM
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Send authenticated Drag'n Survey links via Salesmsg SMS from new business opportunities in Simple CRM" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Simple CRM integrations
Simple CRM actions
Nekton can use any feature that is available in Simple CRM API.
Using our advanced AI, you can easily create custom automations for Simple CRM.
Here are some typical actions you can do in your automated workflows.
Create Contact/Company Link
Creates a Link between a contact and a company
Create Project
Creates a Project
Create Contact
Creates a contact
Create Interaction
Creates an interaction
Create Company
Creates a Company
New Company
Triggers when an new company is created.
About Simple CRM
Simple CRM is a team collaboration tool to unite company data in one place