Zapier Integration

Automatically send a survey, create a contact, or send new survey responses to your favourite business tools and make the most of the information you collect.

Automate tasks and save time

Integrate with thousands of your favourite web apps to automate tasks and save time.

SmartSurvey’s integration with Zapier lets you link to more than 1,000+ everyday web apps, such as Salesforce, Office 365, Google Sheets, and Facebook to automate your everyday tasks.

A Zap is quick and easy to set up, and requires absolutely no knowledge of coding whatsoever.

How Zapier Works

A Zap is a blueprint for tasks you may have to do over and over again: “When I get a new thing in A (a trigger), do this other thing in B (an action). SmartSurvey can be both a trigger and an action, and you can mix and match them to automate just about anything.

An example might be – A new lead created in Salesforce could trigger a survey to be automatically sent to them – You can create as much granularity as you need. For instance, you might say that the phone number from your SmartSurvey contact form should be the work phone of your new Salesforce lead. Say you receive five new entries, Zapier takes each one and makes a new lead in Salesforce, customized to the way you specified in your Zap.

Without any more effort from you, data flows from one service to the other!

How to automate SmartSurvey with Zapier

1. Sign up for a SmartSurvey account, quickly and easily, and make sure you also have a Zapier account

2. Try some pre-made SmartSurvey integrations and learn more about how SmartSurvey works with Zapier

3. Check out our SmartSurvey help documentation for details on connecting your account and setting up your first Zap

By creating a Zap, you make a connection between two apps and simply select a Trigger and an Action to automate the task of your choice.

Examples of SmartSurvey Zap’s

Link SmartSurvey to a wide range of apps and services you already use, including Salesforce, Office 365, Google Drive and more…


Facebook

Post a picture on your Facebook Page from a SmartSurvey form


Google Drive

Store a file uploaded to SmartSurvey in Google Drive


MS Office

Add a new SmartSurvey contact to Office 365


Salesforce

Create Salesforce leads from new SmartSurvey survey responses


Zendesk

Create a Zendesk support ticket from a SmartSurvey form


Google Sheets

Add SmartSurvey responses into Google Sheets

How much does it cost?

There is no additional charge to create Zaps, but you will need to upgrade your SmartSurvey account to an Enterprise plan to take full advantage of Zapier integrations. You can sign up for FREE to SmartSurvey and when you are ready to create your first Zap, get in touch with our friendly support team to upgrade your account to get started.

GDPR compliance with SmartSurvey

The General Data Protection Regulation (GDPR) becomes law on 25th May, 2018, so you need to build data protection into everything you do. The SmartSurvey API gives you access to secure survey data for use in your own app. If you need any help, we can provide you with the GDPR templates and consultancy services you need to become fully compliant.

Get started and create your first survey

If you would like more information then please get in touch,
or you can call us on 0800 0937 822.