EspoCRM + Survey Monkey Integration

Integrate EspoCRM to Survey Monkey in one click, or tell Integrately AI how you want each contact handled. Trigger surveys, collect responses, update your CRM records, and alert your team automatically.

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1.
  • EspoCRM
    Target list is created in EspoCRM Instant
  • EspoCRM
    Contact is created in EspoCRM Instant
  • EspoCRM
    Contact is deleted in EspoCRM Instant
  • EspoCRM
    Contact is updated in EspoCRM Instant
  • EspoCRM
    Task is created in EspoCRM Instant
  • EspoCRM
    Task is updated in EspoCRM Instant
  • EspoCRM
    Task is deleted in EspoCRM Instant
  • EspoCRM
    Account is created in EspoCRM Instant
  • EspoCRM
    Opportunity is created in EspoCRM Instant
  • EspoCRM
    Meeting is created in EspoCRM Instant
  • EspoCRM
    Opportunity is updated in EspoCRM Instant
  • EspoCRM
    Case is created in EspoCRM Instant
  • EspoCRM
    Account is updated in EspoCRM Instant
  • EspoCRM
    Account is deleted in EspoCRM Instant
  • EspoCRM
    Opportunity is deleted in EspoCRM Instant
  • EspoCRM
    Case is updated in EspoCRM Instant
  • EspoCRM
    Case is deleted in EspoCRM Instant
  • EspoCRM
    Meeting is updated in EspoCRM Instant
  • EspoCRM
    Meeting is deleted in EspoCRM Instant
  • EspoCRM
    Lead is updated in EspoCRM Instant
  • EspoCRM
    Lead is created in EspoCRM Instant
  • EspoCRM
    Lead is deleted in EspoCRM Instant
  • EspoCRM
    Call is created in EspoCRM Instant
  • EspoCRM
    Call record is updated in EspoCRM Instant
  • EspoCRM
    Call is deleted in EspoCRM Instant
  • Survey Monkey
    Survey response is received in Survey Monkey
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2.
  • EspoCRM
    Search lead by name in EspoCRM
  • EspoCRM
    Create contact in EspoCRM
  • EspoCRM
    Search contact in EspoCRM
  • EspoCRM
    Update contact in EspoCRM
  • EspoCRM
    Delete contact in EspoCRM
  • EspoCRM
    Create lead in EspoCRM
  • EspoCRM
    Search lead email in EspoCRM
  • EspoCRM
    Update lead in EspoCRM
  • EspoCRM
    Delete lead in EspoCRM
  • EspoCRM
    Create task in EspoCRM
  • EspoCRM
    Create account in EspoCRM
  • EspoCRM
    Create case in EspoCRM
  • EspoCRM
    Create meeting in EspoCRM
  • EspoCRM
    Search account in EspoCRM
  • EspoCRM
    Update account in EspoCRM
  • EspoCRM
    Delete opportunity in EspoCRM
  • EspoCRM
    Delete meeting in EspoCRM
  • EspoCRM
    Create opportunity in EspoCRM
  • EspoCRM
    Search opportunity in EspoCRM
  • EspoCRM
    Search meeting in EspoCRM
  • EspoCRM
    Update opportunity in EspoCRM
  • EspoCRM
    Update meeting in EspoCRM
  • EspoCRM
    Search case in EspoCRM
  • EspoCRM
    Update case in EspoCRM
  • EspoCRM
    Delete account in EspoCRM
  • EspoCRM
    Delete case in EspoCRM
  • EspoCRM
    Create call in EspoCRM
  • EspoCRM
    Search call in EspoCRM
  • EspoCRM
    Update call in EspoCRM
  • EspoCRM
    Delete call in EspoCRM
  • 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 EspoCRM + Survey Monkey Integration

Send surveys on new contacts, capture responses, update contact records, alert your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
EspoCRM + Survey Monkey Integration

Create Survey Monkey contact for new EspoCRM contact

If you're using EspoCRM to manage your sales leads, it's important to also use Survey Monkey to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in EspoCRM, a corresponding contact will automatically be created in Survey Monkey.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Survey Monkey + EspoCRM Integration

Create EspoCRM contact for new Survey Monkey survey response

When someone completes your Survey Monkey, a new contact is automatically created in your EspoCRM. This way, you can quickly follow up with the survey response and turn them into a customer!

Plus, all of the information from the Survey Monkey is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Survey Monkey - EspoCRM integration set up makes it easy to manage your customer relationships and grow your business.
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Survey Monkey + EspoCRM Integration

Create EspoCRM task for new Survey Monkey survey response

It's important to stay on top of your customer relationships, and one way to do that is to create EspoCRM tasks for new Survey Monkey survey responses received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that EspoCRM task for new Survey Monkey survey response received today - your customers will thank you for it!
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Connect more apps to your EspoCRM + Survey Monkey flow

Automate customer feedback collection, CRM updates, team notifications, and follow-up sequences across your entire stack. Pick a combination and activate it in one click.

EspoCRM
Survey Monkey
+
GmailGmail (5)
+
SlackSlack (5)
+
MailchimpMailchimp (5)
+
Google SheetsGoogle Sheets (5)
+
HubSpotHubSpot (5)
+
CalendlyCalendly (5)
E
S
G
Send a Survey Monkey survey via Gmail whenever a new contact is created in EspoCRM, and notify your team
New EspoCRM contacts receive a survey directly through Gmail and your team is notified instantly, eliminating manual outreach.
S
E
G
When a Survey response is received in Survey Monkey, update the contact in EspoCRM and send a summary in Gmail
Survey responses automatically update EspoCRM records while Gmail sends a summary to your inbox.
E
S
G
If an EspoCRM contact is updated, send a Survey Monkey survey and email the account manager in Gmail
Trigger targeted surveys when contact details change in EspoCRM and notify account managers via Gmail.
S
E
G
When a Survey response is received in Survey Monkey, search the contact in EspoCRM and email support via Gmail
Route feedback survey responses from Survey Monkey to EspoCRM contacts and alert support through Gmail.
S
E
G
Use ChatGPT to analyse every new Survey response in Survey Monkey, update EspoCRM, and email the report in Gmail
AI analyses survey responses from Survey Monkey, updates EspoCRM, and emails an executive report in Gmail.

Supported triggers and actions for EspoCRM and Survey Monkey

Mix and match to build the exact automation you need

EspoCRM
EspoCRM Triggers & Actions
Instant
Target list is created in EspoCRM
Triggers the automation when a new target list is created
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Instant
Contact is created in EspoCRM
Triggers the automation when a new contact is created
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Instant
Contact is deleted in EspoCRM
Triggers the automation when a contact is removed from the particular list
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Instant
Contact is updated in EspoCRM
Triggers the automation when a contact is updated
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Instant
Task is created in EspoCRM
Triggers the automation when a new task is created
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Instant
Task is updated in EspoCRM
Triggers the automation when any task is updated
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Instant
Task is deleted in EspoCRM
Triggers the automation when a task is deleted
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Instant
Account is created in EspoCRM
Triggers the automation when a new account is created
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Instant
Opportunity is created in EspoCRM
Triggers the automation when any opportunity is updated
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Instant
Meeting is created in EspoCRM
Triggers the automation when a new meeting is scheduled
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Instant
Opportunity is updated in EspoCRM
Triggers the automation when any opportunity is updated
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Instant
Case is created in EspoCRM
Triggers the automation when a new case is created
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Instant
Account is updated in EspoCRM
Triggers the automation when an account is updated
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Instant
Account is deleted in EspoCRM
Triggers the automation when an account is deleted
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Instant
Opportunity is deleted in EspoCRM
Triggers the automation when any opportunity is deleted
Try it →
Instant
Case is updated in EspoCRM
Triggers the automation when any case is updated
Try it →
Instant
Case is deleted in EspoCRM
Triggers the automation when any case is deleted
Try it →
Instant
Meeting is updated in EspoCRM
Triggers the automation when the details of any meeting are updated
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Instant
Meeting is deleted in EspoCRM
Triggers the automation when a meeting is deleted
Try it →
Instant
Lead is updated in EspoCRM
Triggers the automation when the lead information is updated
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Instant
Lead is created in EspoCRM
Triggers the automation when a new lead is created
Try it →
Instant
Lead is deleted in EspoCRM
Triggers the automation when a lead is removed from the system
Try it →
Instant
Call is created in EspoCRM
Triggers the automation when a new call is made
Try it →
Instant
Call record is updated in EspoCRM
Triggers the automation when call details are modified
Try it →
Instant
Call is deleted in EspoCRM
Triggers the automation when a call is deleted from the log
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Search lead by name in EspoCRM
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Create contact in EspoCRM
Adds a new contact to the database
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Search contact in EspoCRM
Finds and retrieves contact information
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Update contact in EspoCRM
Updates contact information with new details
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Delete contact in EspoCRM
Removes a contact from the address book
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Create lead in EspoCRM
Generates new leads for potential customers
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Search lead email in EspoCRM
Searches for a lead's email
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Update lead in EspoCRM
Updates the lead information
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Delete lead in EspoCRM
Removes a lead from the database
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Create task in EspoCRM
Creates a new task
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Create account in EspoCRM
Generates a new account
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Create case in EspoCRM
Generates a new case entry
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Create meeting in EspoCRM
Schedule a meeting
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Search account in EspoCRM
Searches for account information
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Update account in EspoCRM
Updates account information
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Delete opportunity in EspoCRM
Removes a opportunity from the system
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Delete meeting in EspoCRM
Removes a scheduled meeting from the calendar
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Create opportunity in EspoCRM
Creates a new instance of the support system
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Search opportunity in EspoCRM
Searches for a opportunity
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Search meeting in EspoCRM
Searches for a meeting
Try it →
Update opportunity in EspoCRM
Updates the opportunity details as needed
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Update meeting in EspoCRM
Updates meeting details
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Search case in EspoCRM
Searches for a case record
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Update case in EspoCRM
Updates case details
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Delete account in EspoCRM
Removes an account and all associated data from the system
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Delete case in EspoCRM
Removes the particular case from the system
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Create call in EspoCRM
Initiates a call to the recipient
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Search call in EspoCRM
Searches for a call
Try it →
Update call in EspoCRM
Updates call information
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Delete call in EspoCRM
Deletes a call entry from the database
Try it →
Survey Monkey
Survey Monkey Triggers & Actions
Survey response is received in Survey Monkey
Triggers the automation when a survey response is submitted
Try it →
Create contact in Survey Monkey
Adds a new contact to the database
Try it →
Search contact in Survey Monkey
Finds and retrieves contact information
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Send survey in Survey Monkey
Sends a reply
Try it →
Search survey in Survey Monkey
Searches for a survey
Try it →
Search collector in Survey Monkey
Searches for a collector
Try it →

What can you automate with EspoCRM + Survey Monkey?

Streamline your customer relationship management and survey distribution workflows with automated triggers and actions.

What you can automate?
🔄
Automate survey distribution on new CRM contacts
Trigger a Survey Monkey survey automatically the moment a new contact is created in EspoCRM. Eliminate manual email dispatch and collect feedback faster.
📝
Capture every submitted survey field
Map all available Survey Monkey answers directly into your EspoCRM contact fields instead of basic summaries. Your CRM becomes a complete source for review.
🔔
Alert your team as soon as responses arrive
Notify your support or sales channel the second a survey response is received in Survey Monkey. Ensure timely follow-ups for critical customer feedback.
🔀
Route workflows based on submitted answers
Perform different actions depending on specific survey ratings or answers submitted in Survey Monkey. Direct high-priority responses straight to senior team members.
🔄
Keep CRM records up to date as data changes
Update EspoCRM contact information automatically whenever survey responses modify customer details or preferences.
🔍
Search and update instead of creating duplicates
Search existing EspoCRM contact records before adding new entries from Survey Monkey responses. Keep your database clean and organised.
📊
Handle later status changes and follow-ups
Trigger secondary workflows when customer cases are updated or meetings are completed in EspoCRM after receiving survey feedback.
🔗
Extend your flow to Slack and email apps
Connect EspoCRM and Survey Monkey to Slack or Gmail to notify team members and send automated email confirmations instantly.
And much more...

Who is EspoCRM + Survey Monkey integration for?

Teams managing customer data and feedback collection rely on this integration to eliminate manual data entry and keep records synchronised.

CRM Managers
CRM Managers
Sales Teams
Sales Teams
Account Managers
Account Managers
Customer Success Leads
Customer Success Leads
Project Coordinators
Project Coordinators
Operations Specialists
Operations Specialists
📈
CRM Managers
You're updating contact records by hand whenever survey feedback arrives, but the manual export delay leaves your reports outdated — this integration means every survey response updates your CRM instantly and your metrics stay current.
Sales Teams
You need to act on new lead submissions immediately, but finding out about completed surveys hours later causes delayed follow-ups — with this integration, every new response alerts your team instantly and deal momentum never stalls.
📋
Account Managers
You answer to clients who want immediate visibility into survey results and feedback metrics, but compiling manual reports takes hours — this integration means all response data flows straight into your records and your stakeholder updates are always ready.
🔄
Customer Success Leads
The volume of customer survey submissions is too high for anyone to keep up by hand, leading to missed support tickets — automating both apps means every submission is logged and routed without manual intervention.
👤
Project Coordinators
You own the next step in client onboarding and depend on someone upstream to hand over survey data, but handoffs get lost — connecting these apps means contact records and feedback sync automatically across your entire workflow.
🗂️
Operations Specialists
You need a reliable customer history but keep finding gaps between your CRM and feedback platforms — this integration means every interaction is recorded accurately without missing a single submission.
Our team

Ready Workflows Did you know?

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

Tell us what type of automation you want to make?

Why choose Integrately to automate EspoCRM + Survey Monkey

Build and manage your EspoCRM + 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 EspoCRM + 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect EspoCRM to Survey Monkey?
Frequently Asked Questions
You can connect EspoCRM to Survey Monkey in one click using ready-made templates on Integrately. Link your accounts, select your trigger and action, and let Integrately AI handle the setup.
Can I automatically send a survey when a new contact is created in EspoCRM?
Frequently Asked Questions
Can I connect EspoCRM, Survey Monkey, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for EspoCRM and Survey Monkey?
Frequently Asked Questions
How does EspoCRM data update when a survey response is received?
Frequently Asked Questions
Can I search for existing contacts in Survey Monkey before creating new ones?
Frequently Asked Questions
Do I need coding skills to automate EspoCRM and Survey Monkey?
Frequently Asked Questions
Is the EspoCRM and Survey Monkey integration free?
Frequently Asked Questions
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No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect EspoCRM or Survey Monkey With 1500+ Other Apps

EspoCRM
Popular EspoCRM Integrations
Connect EspoCRM to CRMs, email marketing tools, and project management platforms to manage your customer relationships.
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EspoCRM Integrations arrow right
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Survey Monkey
Popular Survey Monkey Integrations
Sync Survey Monkey with analytics, database, and notification tools to keep survey feedback working across your stack.