EspoCRM + SmartSurvey Integration

Connect EspoCRM to SmartSurvey - Automate your workflows in 1-click

Make use of EspoCRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. With SmartSurvey automations, you can store all customer data in one place, use it for product development, personalize marketing campaigns, and improve overall customer experience. Skip the manual back and forth! Easily automate the flow of data between EspoCRM & SmartSurvey using Integrately.
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SmartSurvey + EspoCRM Integration

Create EspoCRM contact for new SmartSurvey response

When someone completes your SmartSurvey, a new contact is automatically created in your EspoCRM. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the SmartSurvey is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a SmartSurvey - EspoCRM integration set up makes it easy to manage your customer relationships and grow your business.
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SmartSurvey + EspoCRM Integration

Create EspoCRM task for new SmartSurvey response

It's important to stay on top of your customer relationships, and one way to do that is to create EspoCRM tasks for new SmartSurvey responses received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that EspoCRM task for new SmartSurvey response received today - your customers will thank you for it!
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EspoCRM + SmartSurvey Integration
1.
  • EspoCRM
    Contact is created in EspoCRM

    Triggers the automation when a new contact is created

    Instant
  • EspoCRM
    Contact is deleted in EspoCRM

    Triggers the automation when a contact is removed from the particular list

    Instant
  • EspoCRM
    Contact is updated in EspoCRM

    Triggers the automation when a contact is updated

    Instant
  • EspoCRM
    Task is created in EspoCRM

    Triggers the automation when a new task is created

    Instant
  • EspoCRM
    Task is updated in EspoCRM

    Triggers the automation when any task is updated

    Instant
  • EspoCRM
    Task is deleted in EspoCRM

    Triggers the automation when a task is deleted

    Instant
  • EspoCRM
    Account is created in EspoCRM

    Triggers the automation when a new account is created

    Instant
  • EspoCRM
    Opportunity is created in EspoCRM

    Triggers the automation when any opportunity is updated

    Instant
  • EspoCRM
    Meeting is created in EspoCRM

    Triggers the automation when a new meeting is scheduled

    Instant
  • EspoCRM
    Opportunity is updated in EspoCRM

    Triggers the automation when any opportunity is updated

    Instant
  • EspoCRM
    Case is created in EspoCRM

    Triggers the automation when a new case is created

    Instant
  • EspoCRM
    Account is updated in EspoCRM

    Triggers the automation when an account is updated

    Instant
  • EspoCRM
    Account is deleted in EspoCRM

    Triggers the automation when an account is deleted

    Instant
  • EspoCRM
    Opportunity is deleted in EspoCRM

    Triggers the automation when any opportunity is deleted

    Instant
  • EspoCRM
    Case is updated in EspoCRM

    Triggers the automation when any case is updated

    Instant
  • EspoCRM
    Case is deleted in EspoCRM

    Triggers the automation when any case is deleted

    Instant
  • EspoCRM
    Meeting is updated in EspoCRM

    Triggers the automation when the details of any meeting are updated

    Instant
  • EspoCRM
    Meeting is deleted in EspoCRM

    Triggers the automation when a meeting is deleted

    Instant
  • EspoCRM
    Lead is updated in EspoCRM

    Triggers the automation when the lead information is updated

    Instant
  • EspoCRM
    Lead is created in EspoCRM

    Triggers the automation when a new lead is created

    Instant
  • EspoCRM
    Lead is deleted in EspoCRM

    Triggers the automation when a lead is removed from the system

    Instant
  • EspoCRM
    Call is created in EspoCRM

    Triggers the automation when a new call is made

    Instant
  • EspoCRM
    Call record is updated in EspoCRM

    Triggers the automation when call details are modified

    Instant
  • EspoCRM
    Call is deleted in EspoCRM

    Triggers the automation when a call is deleted from the log

    Instant
  • SmartSurvey
    Response is created in SmartSurvey

    Triggers the automation when a response is submitted

2.
  • EspoCRM
    Search lead by name in EspoCRM
  • EspoCRM
    Create contact in EspoCRM

    Adds a new contact to the database

  • EspoCRM
    Search contact in EspoCRM

    Finds and retrieves contact information

  • EspoCRM
    Update contact in EspoCRM

    Updates contact information with new details

  • EspoCRM
    Delete contact in EspoCRM

    Removes a contact from the address book

  • EspoCRM
    Create lead in EspoCRM

    Generates new leads for potential customers

  • EspoCRM
    Search lead email in EspoCRM

    Searches for a lead's email

  • EspoCRM
    Update lead in EspoCRM

    Updates the lead information

  • EspoCRM
    Delete lead in EspoCRM

    Removes a lead from the database

  • EspoCRM
    Create task in EspoCRM

    Creates a new task

  • EspoCRM
    Create account in EspoCRM

    Generates a new account

  • EspoCRM
    Create case in EspoCRM

    Generates a new case entry

  • EspoCRM
    Create meeting in EspoCRM

    Schedule a meeting

  • EspoCRM
    Search account in EspoCRM

    Searches for account information

  • EspoCRM
    Update account in EspoCRM

    Updates account information

  • EspoCRM
    Delete opportunity in EspoCRM

    Removes a opportunity from the system

  • EspoCRM
    Delete meeting in EspoCRM

    Removes a scheduled meeting from the calendar

  • EspoCRM
    Create opportunity in EspoCRM

    Creates a new instance of the support system

  • EspoCRM
    Search opportunity in EspoCRM

    Searches for a opportunity

  • EspoCRM
    Search meeting in EspoCRM

    Searches for a meeting

  • EspoCRM
    Update opportunity in EspoCRM

    Updates the opportunity details as needed

  • EspoCRM
    Update meeting in EspoCRM

    Updates meeting details

  • EspoCRM
    Search case in EspoCRM

    Searches for a case record

  • EspoCRM
    Update case in EspoCRM

    Updates case details

  • EspoCRM
    Delete account in EspoCRM

    Removes an account and all associated data from the system

  • EspoCRM
    Delete case in EspoCRM

    Removes the particular case from the system

  • EspoCRM
    Create call in EspoCRM

    Initiates a call to the recipient

  • EspoCRM
    Search call in EspoCRM

    Searches for a call

  • EspoCRM
    Update call in EspoCRM

    Updates call information

  • EspoCRM
    Delete call in EspoCRM

    Deletes a call entry from the database

  • SmartSurvey
    Create contact in SmartSurvey

    Adds a new contact to the database

  • SmartSurvey
    Send survey in SmartSurvey

    Sends a reply

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You Can Also Connect EspoCRM or SmartSurvey With 1200+ Other Apps

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EspoCRM is a free and open-source CRM software that helps businesses manage their customer relationships more efficiently. It provides an easy-to-use interface that allows users to see, enter and evaluate all company relationships regardless of the type.

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SmartSurvey is the most powerful and advanced online survey software that lets you create any type of questionnaire or form to get answers fast. It integrates with popular email marketing and CRM platforms, making it easy to collect and analyze data.

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