Microsoft Dynamics 365 CRM + Survey Monkey Integration

Integrate Microsoft Dynamics 365 CRM to Survey Monkey in one click, or tell Integrately AI how you want each survey response handled. Extract feedback, create or update contacts in Microsoft Dynamics 365 CRM, alert your support team, and trigger follow-ups automatically.

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Sales order is created in Microsoft Dynamics 365 CRM
Contact is updated in Microsoft Dynamics 365 CRM
Contact is created in Microsoft Dynamics 365 CRM
Account is created in Microsoft Dynamics 365 CRM
Account is updated in Microsoft Dynamics 365 CRM
Opportunity is created in Microsoft Dynamics 365 CRM
Opportunity is updated in Microsoft Dynamics 365 CRM
Case is created in Microsoft Dynamics 365 CRM
Case is updated in Microsoft Dynamics 365 CRM
Lead is created in Microsoft Dynamics 365 CRM
Lead is updated in Microsoft Dynamics 365 CRM
Quote is updated in Microsoft Dynamics 365 CRM
Survey response is received in Survey Monkey

Create lead in Microsoft Dynamics 365 CRM
Update lead in Microsoft Dynamics 365 CRM
Search lead in Microsoft Dynamics 365 CRM
Create contact in Microsoft Dynamics 365 CRM
Update contact in Microsoft Dynamics 365 CRM
Create account in Microsoft Dynamics 365 CRM
Search account in Microsoft Dynamics 365 CRM
Update account in Microsoft Dynamics 365 CRM
Search contact in Microsoft Dynamics 365 CRM
Search Currency in Microsoft Dynamics 365 CRM
Create case in Microsoft Dynamics 365 CRM
Update case in Microsoft Dynamics 365 CRM
Search case in Microsoft Dynamics 365 CRM
Get account by ID in Microsoft Dynamics 365 CRM
Create contact in Survey Monkey
Search contact in Survey Monkey
Send survey in Survey Monkey
Search survey in Survey Monkey
Search collector in Survey Monkey

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Ready Workflows for Microsoft Dynamics 365 CRM + Survey Monkey Integration

Capture survey responses, update contacts, log details, alert your team, and trigger follow-ups, all in just one click.

Create Survey Monkey contact for new Microsoft Dynamics 365 CRM contact

If you're using Microsoft Dynamics 365 CRM 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 Microsoft Dynamics 365 CRM, 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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Create Microsoft Dynamics 365 CRM contact for new Survey Monkey survey response

When someone completes your Survey Monkey, a new contact is automatically created in your Microsoft Dynamics 365 CRM. 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 - Microsoft Dynamics 365 CRM integration set up makes it easy to manage your customer relationships and grow your business.

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When Survey response is received in Survey Monkey > Check any condition > Create contact in Microsoft Dynamics 365 CRM

Survey Monkey + Microsoft Dynamics 365 CRM Integration

Activate

When Survey response is received in Survey Monkey > Check any condition > Create lead in Microsoft Dynamics 365 CRM

Survey Monkey + Microsoft Dynamics 365 CRM Integration

Activate

When Contact is created in Microsoft Dynamics 365 CRM > Check condition > Create contact in Survey Monkey

Microsoft Dynamics 365 CRM + Survey Monkey Integration

Activate

When Lead is created in Microsoft Dynamics 365 CRM > Check condition > Create contact in Survey Monkey

Microsoft Dynamics 365 CRM + Survey Monkey Integration

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Connect more apps to your Microsoft Dynamics 365 CRM + Survey Monkey flow

Connect survey feedback and CRM records to your email, marketing, support, and spreadsheet tools to streamline your entire operational stack. Pick a combination and activate it in one click.

Microsoft Outlook (4)

Mailchimp (4)

HubSpot (4)

Zendesk (4)

Slack (4)

Google Sheets (4)

Create a Microsoft Dynamics 365 CRM contact from every Survey Monkey response, and send an email notification in Microsoft Outlook

Every Survey Monkey response creates a contact in Microsoft Dynamics 365 CRM and notifies your team via Microsoft Outlook without manual data entry.

Send a Survey Monkey survey when a Microsoft Dynamics 365 CRM contact is created, and email a summary in Microsoft Outlook

Trigger a Survey Monkey questionnaire for every new Microsoft Dynamics 365 CRM contact and track the dispatch in Microsoft Outlook.

Update a Microsoft Dynamics 365 CRM contact when a Survey Monkey response is received, and email the update in Microsoft Outlook

Keep Microsoft Dynamics 365 CRM contacts updated with fresh Survey Monkey feedback while alerting your team in Microsoft Outlook.

When a Microsoft Dynamics 365 CRM case is created, send a Survey Monkey satisfaction survey and email the team in Microsoft Outlook

Measure customer satisfaction automatically by sending a Survey Monkey survey when a Microsoft Dynamics 365 CRM case is logged.

Add Survey Monkey respondents to Microsoft Dynamics 365 CRM and sync their details to Mailchimp

Turn Survey Monkey respondents into Microsoft Dynamics 365 CRM contacts while updating your Mailchimp subscriber list automatically.

Create Mailchimp subscribers when a Microsoft Dynamics 365 CRM contact is created, and send a Survey Monkey feedback request

Add new Microsoft Dynamics 365 CRM contacts to Mailchimp and immediately dispatch a Survey Monkey feedback request.

Update Mailchimp subscriber status when a Microsoft Dynamics 365 CRM lead is updated after a Survey Monkey response

Keep Mailchimp subscriber segments updated based on Microsoft Dynamics 365 CRM lead updates triggered by Survey Monkey feedback.

When a survey response is received in Survey Monkey, update the Microsoft Dynamics 365 CRM contact and tag the user in Mailchimp

Tag Mailchimp subscribers based on Survey Monkey feedback while updating your Microsoft Dynamics 365 CRM contacts.

Create a HubSpot contact for every Survey Monkey response, and update Microsoft Dynamics 365 CRM records automatically

Sync Survey Monkey survey submissions directly into HubSpot and keep Microsoft Dynamics 365 CRM records fully synchronised.

When a Microsoft Dynamics 365 CRM contact is created, send a Survey Monkey survey and log a deal in HubSpot

Initiate a Survey Monkey questionnaire and create a deal in HubSpot whenever a Microsoft Dynamics 365 CRM contact is added.

Update HubSpot contact properties when a Microsoft Dynamics 365 CRM lead is updated after a Survey Monkey response

Keep HubSpot contact details aligned with Microsoft Dynamics 365 CRM lead updates triggered by Survey Monkey feedback.

Create a HubSpot task when a Survey Monkey response is received and a Microsoft Dynamics 365 CRM contact is found

Generate follow-up tasks in HubSpot automatically when a Survey Monkey response matches an existing Microsoft Dynamics 365 CRM contact.

Create a Zendesk support ticket from every Survey Monkey response, and update Microsoft Dynamics 365 CRM contact records

Convert Survey Monkey feedback into Zendesk support tickets while updating Microsoft Dynamics 365 CRM contact records automatically.

Send a Survey Monkey satisfaction survey when a Zendesk ticket is solved, and log the interaction in Microsoft Dynamics 365 CRM

Trigger a Survey Monkey feedback survey upon Zendesk ticket resolution and record the outcome in Microsoft Dynamics 365 CRM.

Update Microsoft Dynamics 365 CRM cases when a Zendesk ticket is updated based on Survey Monkey feedback

Keep Microsoft Dynamics 365 CRM cases synchronized with Zendesk ticket updates triggered by Survey Monkey survey responses.

When a Microsoft Dynamics 365 CRM case is updated, search for a Zendesk ticket and send a Survey Monkey satisfaction survey

Dispatch a Survey Monkey survey via Zendesk when a Microsoft Dynamics 365 CRM case reaches a milestone status.

Notify your team in Slack when a Survey Monkey response is received, and create a Microsoft Dynamics 365 CRM contact

Send instant Slack alerts for new Survey Monkey responses while creating contacts in Microsoft Dynamics 365 CRM automatically.

Send a Slack notification when a Microsoft Dynamics 365 CRM contact is created and a Survey Monkey survey is dispatched

Alert your sales channel in Slack when a Microsoft Dynamics 365 CRM contact is created and a Survey Monkey survey is sent.

Post an update in Slack when a Microsoft Dynamics 365 CRM lead is updated following a Survey Monkey response

Broadcast lead updates to your Slack channel when Microsoft Dynamics 365 CRM records change due to Survey Monkey feedback.

When a Survey Monkey response is received, update Microsoft Dynamics 365 CRM and alert your support channel in Slack

Update Microsoft Dynamics 365 CRM records from Survey Monkey responses and notify your support channel instantly in Slack.

Log every Survey Monkey response in Google Sheets, and create a contact in Microsoft Dynamics 365 CRM automatically

Record Survey Monkey survey data in Google Sheets while populating Microsoft Dynamics 365 CRM contacts instantly.

Create a Google Sheets row when a Microsoft Dynamics 365 CRM contact is created, and send a Survey Monkey survey

Track new Microsoft Dynamics 365 CRM contacts in Google Sheets and dispatch a Survey Monkey survey automatically.

Update Google Sheets rows when a Microsoft Dynamics 365 CRM lead is updated after a Survey Monkey response

Keep Google Sheets tracking logs updated with Microsoft Dynamics 365 CRM lead changes driven by Survey Monkey feedback.

When a survey response is received in Survey Monkey, update Microsoft Dynamics 365 CRM and log the entry in Google Sheets

Update Microsoft Dynamics 365 CRM contact records from Survey Monkey submissions and log the details in Google Sheets.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Survey Monkey

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM Triggers & Actions

Sales order is created in Microsoft Dynamics 365 CRM

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Contact is updated in Microsoft Dynamics 365 CRM

Triggers the automation when a contact is updated

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Contact is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new contact is created

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Account is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new account is created

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Account is updated in Microsoft Dynamics 365 CRM

Triggers the automation when an account is updated

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Opportunity is created in Microsoft Dynamics 365 CRM

Triggers the automation when any opportunity is updated

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Opportunity is updated in Microsoft Dynamics 365 CRM

Triggers the automation when any opportunity is updated

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Case is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new case is created

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Case is updated in Microsoft Dynamics 365 CRM

Triggers the automation when any case is updated

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Lead is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new lead is created

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Lead is updated in Microsoft Dynamics 365 CRM

Triggers the automation when the lead information is updated

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Quote is updated in Microsoft Dynamics 365 CRM

Triggers the automation when any quote is updated

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Survey Monkey Triggers & Actions

Survey response is received in Survey Monkey

Triggers the automation when a survey response is submitted

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What can you automate with Microsoft Dynamics 365 CRM + Survey Monkey?

Streamline your survey feedback and CRM management with powerful automated workflows designed for every business requirement.

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🔄

Sync survey responses to your CRM automatically

Turn every Survey Monkey response into a new Microsoft Dynamics 365 CRM contact the moment it arrives. Eliminate manual data entry and keep your pipeline up to date.

📊

Capture every submitted survey field

Map all survey responses and custom fields directly into your Microsoft Dynamics 365 CRM records instead of just basic contact details. Ensure complete data visibility for your team.

🔔

Alert your team instantly on Slack or email

Notify account managers or support teams the second a survey response is received. Enable rapid follow-ups and improve customer satisfaction.

🔀

Route workflows based on feedback scores

Perform different actions depending on specific answers submitted in Survey Monkey. Update high-priority contacts differently from standard submissions.

🔄

Keep CRM records current as responses change

Automatically update existing Microsoft Dynamics 365 CRM contact details when repeat survey responses are submitted. Prevent outdated information from cluttering your database.

🔍

Search and update instead of creating duplicates

Check if a contact already exists in Microsoft Dynamics 365 CRM before creating a new record from survey submissions. Maintain a clean, deduplicated database.

⚡

Handle later case updates and status changes

Trigger automated workflows when support cases or lead statuses change in Microsoft Dynamics 365 CRM following customer survey interactions.

🌐

Extend flows to spreadsheets and marketing tools

Connect your core Survey Monkey and Microsoft Dynamics 365 CRM workflow to Google Sheets, Mailchimp, or Zendesk for multi-step operational efficiency.

And much more...

Who is Microsoft Dynamics 365 CRM + Survey Monkey integration for?

Connecting Microsoft Dynamics 365 CRM and Survey Monkey eliminates manual data entry, ensuring survey responses and customer records stay synchronised across teams.

Data analysts

Customer success managers

Operations directors

Sales team leads

Marketing managers

Support supervisors

📈

Data analysts

You're compiling customer feedback reports manually because survey responses live outside your CRM, so the metrics you present to leadership are always outdated — this integration means every new response populates your records instantly and your analytics stay current.

⚡

Customer success managers

You manage client accounts in Microsoft Dynamics 365 CRM but find out about critical customer dissatisfaction days after a survey comes in, leaving you reacting too late — with this integration, every survey response triggers immediate CRM updates so you can intervene right away.

📋

Operations directors

You report on survey completion rates and customer health to executive stakeholders, but fragmented data sources make accurate tracking nearly impossible — this integration means all response metrics flow automatically into your CRM without manual auditing.

🔄

Sales team leads

Your reps rely on up-to-date prospect profiles in Microsoft Dynamics 365 CRM, but manual survey entry leaves major gaps in lead history and follow-up tasks — with this integration, every survey submission creates or updates contact records instantly.

🎯

Marketing managers

You run customer feedback campaigns using Survey Monkey, but transferring submission data into your CRM requires tedious daily copy-pasting — automating both apps means every contact and response syncs seamlessly without manual effort.

🛡️

Support supervisors

You need a reliable audit trail of customer feedback tied directly to support cases, but missing CRM entries break your historical records — this integration means every interaction is logged accurately and your database stays complete.

Try This Integration – No Code Needed

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Survey Monkey

Build and manage your Microsoft Dynamics 365 CRM + Survey Monkey automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect Microsoft Dynamics 365 CRM + Survey Monkey with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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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.

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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.

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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to Survey Monkey?

You can connect Microsoft Dynamics 365 CRM to Survey Monkey in 1 click using ready-made templates or Integrately AI. Pair it with apps like Microsoft Outlook, Mailchimp, HubSpot, and Slack to streamline your feedback workflows.

Can I automatically create Microsoft Dynamics 365 CRM contacts from Survey Monkey responses?

Can I connect Microsoft Dynamics 365 CRM, Survey Monkey, and Google Sheets?

What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Survey Monkey?

How does Microsoft Dynamics 365 CRM handle contact updates from survey responses?

Can I trigger Survey Monkey surveys based on Microsoft Dynamics 365 CRM events?

Do I need coding skills to automate Microsoft Dynamics 365 CRM and Survey Monkey?

Is the Microsoft Dynamics 365 CRM and Survey Monkey integration free?

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Want to automate something else in your workflow?

You Can Also Connect Microsoft Dynamics 365 CRM or Survey Monkey With 1500+ Other Apps

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Sync Survey Monkey with marketing, database, and reporting applications to analyze feedback efficiently.

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Microsoft Dynamics 365 CRM + Survey Monkey Integration

Integrate Microsoft Dynamics 365 CRM to Survey Monkey in one click, or tell Integrately AI how you want each survey response handled. Extract feedback, create or update contacts in Microsoft Dynamics 365 CRM, alert your support team, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Microsoft Dynamics 365 CRM + Survey Monkey Integration

Capture survey responses, update contacts, log details, alert your team, and trigger follow-ups, all in just one click.

Create Survey Monkey contact for new Microsoft Dynamics 365 CRM contact

Create Microsoft Dynamics 365 CRM contact for new Survey Monkey survey response

When Survey response is received in Survey Monkey > Check any condition > Create contact in Microsoft Dynamics 365 CRM

When Survey response is received in Survey Monkey > Check any condition > Create lead in Microsoft Dynamics 365 CRM

When Contact is created in Microsoft Dynamics 365 CRM > Check condition > Create contact in Survey Monkey

When Lead is created in Microsoft Dynamics 365 CRM > Check condition > Create contact in Survey Monkey

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Microsoft Dynamics 365 CRM + Survey Monkey flow

Connect survey feedback and CRM records to your email, marketing, support, and spreadsheet tools to streamline your entire operational stack. Pick a combination and activate it in one click.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Survey Monkey

Mix and match to build the exact automation you need

What can you automate with Microsoft Dynamics 365 CRM + Survey Monkey?

Streamline your survey feedback and CRM management with powerful automated workflows designed for every business requirement.

Who is Microsoft Dynamics 365 CRM + Survey Monkey integration for?

Connecting Microsoft Dynamics 365 CRM and Survey Monkey eliminates manual data entry, ensuring survey responses and customer records stay synchronised across teams.

Did you know?

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

Why choose Integrately to automate Microsoft Dynamics 365 CRM + Survey Monkey

Build and manage your Microsoft Dynamics 365 CRM + Survey Monkey automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Microsoft Dynamics 365 CRM or Survey Monkey With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Microsoft Dynamics 365 CRM + Survey Monkey Integration

Integrate Microsoft Dynamics 365 CRM to Survey Monkey in one click, or tell Integrately AI how you want each survey response handled. Extract feedback, create or update contacts in Microsoft Dynamics 365 CRM, alert your support team, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Microsoft Dynamics 365 CRM + Survey Monkey Integration

Capture survey responses, update contacts, log details, alert your team, and trigger follow-ups, all in just one click.

Create Survey Monkey contact for new Microsoft Dynamics 365 CRM contact

Create Microsoft Dynamics 365 CRM contact for new Survey Monkey survey response

When Survey response is received in Survey Monkey > Check any condition > Create contact in Microsoft Dynamics 365 CRM

When Survey response is received in Survey Monkey > Check any condition > Create lead in Microsoft Dynamics 365 CRM

When Contact is created in Microsoft Dynamics 365 CRM > Check condition > Create contact in Survey Monkey

When Lead is created in Microsoft Dynamics 365 CRM > Check condition > Create contact in Survey Monkey

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Microsoft Dynamics 365 CRM + Survey Monkey flow

Connect survey feedback and CRM records to your email, marketing, support, and spreadsheet tools to streamline your entire operational stack. Pick a combination and activate it in one click.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Survey Monkey

Mix and match to build the exact automation you need

What can you automate with Microsoft Dynamics 365 CRM + Survey Monkey?

Streamline your survey feedback and CRM management with powerful automated workflows designed for every business requirement.

Who is Microsoft Dynamics 365 CRM + Survey Monkey integration for?

Connecting Microsoft Dynamics 365 CRM and Survey Monkey eliminates manual data entry, ensuring survey responses and customer records stay synchronised across teams.

Did you know?

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

Why choose Integrately to automate Microsoft Dynamics 365 CRM + Survey Monkey

Build and manage your Microsoft Dynamics 365 CRM + Survey Monkey automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Microsoft Dynamics 365 CRM or Survey Monkey With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click