SurveyMonkey

Last synced 3 months ago by Jonas

GETTING STARTED GUIDE: How to set up a new connection?
ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.

With SurveyMonkey you can quickly design and publish online surveys, and monitor the results in real time. The tool lets you compare your data to other businesses, putting your results in context and allowing your enterprise to grow with your target market's needs.

Below you'll find detailed information, specifically for SurveyMonkey integrations:

Supported SurveyMonkey Integrations

Authorizing SurveyMonkey

When you click 'Authorize', a pop-up window appears asking you to log in and allow access.

Note that Piesync can only connect to an Advantage or Premier SurveyMonkey account and as such, excludes the Basic and Standard Plan.

If you already authorized SurveyMonkey account(s) in the past or in any other PieSync integration, you'll be able to skip the first part of the authorization and choose from your CONNECTED ACCOUNTS.

When setting up a connection with SurveyMonkey, the direction of the sync is set to one way. Therefore, we only have IF conditions.

[IF] Supported Conditions/Filters

  • Already existing in the app you sync with
  • Field Values (INCLUDING CUSTOM FIELDS)

Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard SurveyMonkey fields being mapped by default. For instance, in a connection with Pipedrive, the default field mapping looks like this:

This integration works best if you are using an Email Collector in SurveyMonkey. If not, we won't be able to map the contacts' email addresses by default. This can be surpassed by turning off 'Avoid Duplicates', but beware of its consequences.

PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B.

Customizable Field Mapping

You can custom map your SurveyMonkey Custom Fields. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping here.

How to send across SurveyMonkey responses to a CRM?

There are 2 strategies: rules or mappings. You can list several sync rules to have a certain responses translate to CRM attributes. For the full story, consider setting up direct mappings.

Consider the following 2 examples (click to zoom).

Rules are a great means to quickly trigger off tags in your CRM based on how responses are being filled out.This is the fastest & easiest way of quickly registering responses in your CRM.

Alternatively, set up a direct field mapping at the bottom of PieSync's connection settings to transport the full contents of survey replies into your CRM. First you'll need to create dedicated fields in your CRM to store responses. Then you can rely on your CRM's built-in mechanisms to segment your audience based on the survey's answers.

Additional Options

Syncing Deletions

Currently, there are no SurveyMonkey integrations on the PieSync platform that support our deletions sync.

Syncing Unsubscribes

Currently, there are no SurveyMonkey integrations on the PieSync platform that support our unsubscribes sync.

The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes here or on Deletions here.
Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By  voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - support@piesync.com.  Don't forget to read our blog for the latest in productivity, apps, and technology!


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