SuperOffice CRM integration with SurveyMonkey
How to Create a survey with SurveyMonkey when a sale is set to lost SuperOffice
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 "Create a survey with SurveyMonkey when a sale is set to lost SuperOffice" 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 SuperOffice CRM integrations
SuperOffice CRM actions
Nekton can use any feature that is available in SuperOffice CRM API.
Using our advanced AI, you can easily create custom automations for SuperOffice CRM.
Here are some typical actions you can do in your automated workflows.
Find Company
Finds a company based on id, name, number, phone, e-mail, or URL.
Find Project
Finds a project based on id, name, or number.
Find Request
Finds a request by id, title, author, or contact.
Find or Create Contact
Finds a contact based on id, e-mail, phone number, URL, or number.
Find or Create sale
Finds a sale by id, title, or number.
Update Document Content
Update an existing document content.
About SuperOffice CRM
SuperOffice CRM software helps businesses collaborate internally and improve their sales, marketing and service processes.