SuperOffice CRM + SurveyMonkey

Create a survey with SurveyMonkey when a sale is set to lost SuperOffice

Find out why you didn’t secure a sale via an automatic survey from SurveyMonkey. If a customer or prospect decides not to buy from you, you’ll want to know what went wrong. When you set a sale to “lost” in SuperOffice CRM, automatically send a feedback survey to the registered contact from SurveyMonkey. Get their view on what could have been better.

Find out why you didn’t secure a sale via an automatic survey from SurveyMonkey. If a customer or prospect decides not to buy from you, you’ll want to know what went wrong. When you set a sale to “lost” in SuperOffice CRM, automatically send a feedback survey to the registered contact from SurveyMonkey. Get their view on what could have been better.

  1. When this happens...
    SuperOffice CRMSuperOffice CRM
    Sale Changed

    Triggers when a sale is updated.

    TriggerInstant
  2. automatically do this...
    SuperOffice CRMSuperOffice CRM
    Find Contact

    Finds a contact based on id, e-mail, phone number, URL, or number.

    ActionSearch
  3. then do this...
    SurveyMonkeySurveyMonkey
    Create Contact

    Creates a new contact in your address book.

    ActionWrite
  4. then do this!
    SurveyMonkeySurveyMonkey
    Send Survey

    Send a survey invitation to one or more contacts and/or emails.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • SuperOffice CRM triggers, actions, and search

    Company Changed

    Triggers when an existing company is changed.

    Trigger
    Instant
    Try It
  • SuperOffice CRM triggers, actions, and search

    Document Changed

    Triggers when an existing document is changed.

    Trigger
    Instant
    Try It
  • SuperOffice CRM triggers, actions, and search

    Contact Changed

    Triggers when an existing contact is changed.

    Trigger
    Instant
    Try It
  • SuperOffice CRM triggers, actions, and search

    Project Changed

    Triggers when an existing project is modified in SuperOffice.

    Trigger
    Instant
    Try It
superofficecrm logo
superofficecrm logo

About SuperOffice CRM

SuperOffice CRM software helps businesses collaborate internally and improve their sales, marketing and service processes.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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surveymonkey logo
surveymonkey logo

About SurveyMonkey

SurveyMonkey is the easiest way to create surveys and get answers. SurveyMonkey lets you whip up a survey quickly and get targeted answers from the audience you want to ask.
Help

Related categories

  • Forms & Surveys

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