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Customize your Capsule CRM and SurveyMonkey integration with the following
triggers and actions.
Triggers
When this happens…
Capsule CRM
- New opportunityNew opportunity in Capsule CRM
- New organizationNew organization in Capsule CRM
- New opportunity from a specific partyNew party opportunity in Capsule CRM
- New personNew person in Capsule CRM
Any other trigger you can think up
SurveyMonkey
- Completed survey responseCompleted response for survey on SurveyMonkey
Any other trigger you can think up
Actions
Do this…
Capsule CRM
- Add opportunityAdd opportunity to Capsule CRM
- Add organizationAdd organization to Capsule CRM
- Add personAdd person to Capsule CRM
- Search organizations Batchsearch organizations in Capsule CRM
- Search people Batchsearch people in Capsule CRM
- Update opportunityUpdate opportunity to Capsule CRM
- Update organizationUpdate organization to Capsule CRM
- Update personUpdate person to Capsule CRM
Any other action you can think up
SurveyMonkey
- Custom actionCustom action in SurveyMonkey (Custom)
- Search surveysSearch for a survey in SurveyMonkey
- Send survey invite via emailSend SurveyMonkey survey invite via email to recipient
- Send survey invite via email and wait for responseSend survey invite via email and wait for response in SurveyMonkey
Any other action you can think up
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