Clientify + Survey Monkey Integration

Integrate Clientify to Survey Monkey in one click, or tell Integrately AI how you want each contact handled. Capture survey responses, create contacts in Clientify, update deals, and trigger team alerts automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Clientify
    Contact is updated in Clientify
  • Clientify
    Contact is created in Clientify
  • Clientify
    Deal stage is updated in Clientify
  • Clientify
    Deal is created in Clientify
  • Clientify
    Task is created in Clientify
  • Clientify
    Company is created in Clientify
  • Survey Monkey
    Survey response is received in Survey Monkey
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2.
  • Clientify
    Create contact in Clientify
  • Clientify
    Search contact in Clientify
  • Clientify
    Search user in Clientify
  • Clientify
    Create deal in Clientify
  • Clientify
    Update deal in Clientify
  • Clientify
    Get deal in Clientify
  • Clientify
    Close deal in Clientify
  • Clientify
    Create task in Clientify
  • Clientify
    Create order in Clientify
  • Clientify
    Get company in Clientify
  • Clientify
    Create abandoned cart in Clientify
  • Clientify
    Search product in Clientify
  • Clientify
    Delete product in Clientify
  • Clientify
    Create product in Clientify
  • Clientify
    Search deal in Clientify
  • Survey Monkey
    Create contact in Survey Monkey
  • Survey Monkey
    Search contact in Survey Monkey
  • Survey Monkey
    Send survey in Survey Monkey
  • Survey Monkey
    Search survey in Survey Monkey
  • Survey Monkey
    Search collector in Survey Monkey

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Ready Workflows Ready Workflows for Clientify + Survey Monkey Integration

Capture survey responses as contacts, update deal stages, log new information, alert your team, and trigger follow-ups, all in just one click.

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Connect more apps to your Clientify + Survey Monkey flow

Connect survey data and CRM records to your marketing, messaging, and finance tools for streamlined operations. Pick a combination and activate it in one click.

Clientify
Survey Monkey
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MailchimpMailchimp (4)
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WhatsAppWhatsApp (4)
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HubspotHubspot (4)
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Google SheetsGoogle Sheets (4)
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SlackSlack (4)
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StripeStripe (4)
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When a survey response is received in Survey Monkey, create a contact in Clientify and add a subscriber in Mailchimp.
Survey responses automatically populate Clientify contacts and Mailchimp subscribers instantly without manual entry.
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When a contact is created in Clientify, search for the survey in Survey Monkey and add a tag in Mailchimp.
New Clientify contacts trigger a survey lookup and update your Mailchimp audience tags automatically.
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When a deal is created in Clientify, send a survey in Survey Monkey and update subscriber details in Mailchimp.
New deals automatically dispatch surveys and keep your Mailchimp subscriber records current.
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Use ChatGPT to summarise survey feedback, create a Clientify task, and add a subscriber in Mailchimp.
ChatGPT analyses survey feedback to create actionable Clientify tasks and update Mailchimp subscribers.

Supported triggers and actions for Clientify and Survey Monkey

Mix and match to build the exact automation you need

Clientify
Clientify Triggers & Actions
Contact is updated in Clientify
Triggers the automation when a contact is updated
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Contact is created in Clientify
Triggers the automation when a new contact is added
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Deal stage is updated in Clientify
Triggers the automation when a deal stage is updated
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Deal is created in Clientify
Triggers the automation when a new deal is created
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Task is created in Clientify
Triggers the automation when a new task is created
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Company is created in Clientify
Triggers the automation when a new company is created
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Create contact in Clientify
Adds a new contact to the database
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Search contact in Clientify
Finds and retrieves contact information
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Search user in Clientify
Searches for a user
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Create deal in Clientify
Generates a new deal with
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Update deal in Clientify
Updates deal information based on new criteria or changes
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Get deal in Clientify
Retrieves information about a deal
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Close deal in Clientify
Finalizes a deal
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Create task in Clientify
Creates a new task
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Create order in Clientify
Creates a new order
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Get company in Clientify
Retrieves information about a company
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Create abandoned cart in Clientify
Creates a new abandoned cart entry
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Search product in Clientify
Searches for a product
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Delete product in Clientify
Removes a product from the database
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Create product in Clientify
Creates a new workspace
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Search deal in Clientify
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Survey Monkey
Survey Monkey Triggers & Actions
Survey response is received in Survey Monkey
Triggers the automation when a survey response is submitted
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Create contact in Survey Monkey
Adds a new contact to the database
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Search contact in Survey Monkey
Finds and retrieves contact information
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Send survey in Survey Monkey
Sends a reply
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Search survey in Survey Monkey
Searches for a survey
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Search collector in Survey Monkey
Searches for a collector
Try it →

What can you automate with Clientify + Survey Monkey?

Streamline your survey feedback loops and CRM updates with powerful automated workflows designed for modern sales teams.

What you can automate?
🔄
Turn survey responses into CRM contacts
Capture every survey submission in Survey Monkey and instantly create a corresponding contact in Clientify without lifting a finger.
📝
Capture every submitted custom survey field
Map all available survey answers and custom questionnaire fields into your Clientify records instead of only names and email addresses.
🔔
Alert your sales team immediately
Send instant notifications to your team in Slack or WhatsApp the moment a high-value survey response is received.
🔀
Route leads based on survey answers
Perform different actions depending on specific options or feedback submitted by respondents in their survey forms.
🔄
Keep client records continuously updated
Automatically update existing Clientify contacts and deals whenever respondents submit updated survey information.
🔍
Search and update instead of creating duplicates
Search for existing contacts before creating new records, ensuring your database remains clean and free of duplicate entries.
💳
Handle later status changes and billing
Trigger downstream financial operations in Stripe or update deal stages in Clientify when survey milestones are completed.
🌐
Extend flows to powerful third-party apps
Connect your core Survey Monkey and Clientify workflow to Mailchimp, Google Sheets, or Slack for complete multi-step automation.
And much more...

Who is Clientify + Survey Monkey integration for?

Revenue teams, marketers, and customer success managers use this integration to automate survey data collection and CRM updates without manual effort.

Data analysts
Data analysts
Sales development reps
Sales development reps
Account managers
Account managers
Marketing directors
Marketing directors
Sales operations managers
Sales operations managers
Customer success leads
Customer success leads
📈
Data analysts
You're analyzing customer feedback scores in Clientify but your survey results remain trapped in Survey Monkey, so the satisfaction metrics you report on are always outdated — with this integration, every new response syncs instantly and your reporting stays accurate.
Sales development reps
You need to follow up with survey respondents immediately, but manual data entry slows down your outreach, so high-intent leads go cold before you reach out — with this integration, every survey submission creates a contact instantly so you can engage right away.
🤝
Account managers
You answer to clients who want to review their feedback progress, but compiling survey results by hand is tedious and error-prone — with this integration, every submission updates your CRM records automatically so client reviews are effortless.
📊
Marketing directors
The volume of survey responses is too high for your team to keep up by hand, causing missed insights and unrecorded leads — with this integration, high-volume submissions flow directly into your CRM and spreadsheets without manual bottlenecks.
⚙️
Sales operations managers
You own the pipeline handoff and depend on survey data to qualify leads, but upstream delays leave your team guessing — with this integration, automated workflows transfer respondent data straight into your deal stages the moment they submit.
📋
Customer success leads
You need a reliable history of customer interactions, but missing survey notes leave frustrating gaps in your client profiles — with this integration, complete survey records attach to your CRM contacts automatically for a comprehensive client history.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Clientify + Survey Monkey

Build and manage your Clientify + Survey Monkey automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Clientify + Survey Monkey with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Clientify to Survey Monkey?
Frequently Asked Questions
You can connect Clientify to Survey Monkey instantly using 1-click automations on Integrately or by asking Integrately AI to build the workflow. Select a ready template to sync responses and contacts across your tools in minutes.
Can I automatically create Clientify contacts from Survey Monkey responses?
Frequently Asked Questions
Can I connect Clientify, Survey Monkey, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Clientify and Survey Monkey?
Frequently Asked Questions
How are contacts updated in Clientify from survey feedback?
Frequently Asked Questions
How do I trigger survey responses from Clientify deals?
Frequently Asked Questions
Do I need coding skills to automate Clientify and Survey Monkey?
Frequently Asked Questions
Is the Clientify and Survey Monkey integration free?
Frequently Asked Questions
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You Can Also Connect Clientify or Survey Monkey With 1500+ Other Apps

Clientify
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Survey Monkey
Popular Survey Monkey Integrations
Sync Survey Monkey with analytics, data storage, and communication platforms to turn survey results into actionable intelligence.