Simpro + Survey Monkey Integration

Integrate Simpro to Survey Monkey in one click, or tell Integrately AI how you want each job handled. Send surveys instantly, track responses, update customer records, and trigger follow-up actions automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Simpro
    Recurring invoice is updated in Simpro Instant
  • Simpro
    Recurring invoice is created in Simpro Instant
  • Simpro
    Invoice is updated in Simpro Instant
  • Simpro
    Invoice is created in Simpro Instant
  • Simpro
    Contact is created in Simpro Instant
  • Simpro
    Job is created in Simpro Instant
  • Simpro
    Company customer created in Simpro Instant
  • Simpro
    Job is updated in Simpro Instant
  • Simpro
    Company customer updated in Simpro Instant
  • Simpro
    Site is created in Simpro Instant
  • Simpro
    Site is updated in Simpro Instant
  • Simpro
    Individual customer created in Simpro Instant
  • Simpro
    Individual customer updated in Simpro Instant
  • Simpro
    Quote is created in Simpro Instant
  • Simpro
    Quote is updated in Simpro Instant
  • Survey Monkey
    Survey response is received in Survey Monkey
Arrow Right
2.
  • Simpro
    Update lead in Simpro
  • Simpro
    Update contact in Simpro
  • Simpro
    Create lead in Simpro
  • Simpro
    Get contact by ID in Simpro
  • Simpro
    Create individual customer in Simpro
  • Simpro
    Search individual customer in Simpro
  • Simpro
    Search company customer in Simpro
  • Simpro
    Create contact in Simpro
  • Simpro
    Create company customer in Simpro
  • Simpro
    Create service job in Simpro
  • Simpro
    Search job in Simpro
  • Simpro
    Create site in Simpro
  • Simpro
    Search contact in Simpro
  • Simpro
    Search site in Simpro
  • Simpro
    Create service quote in Simpro
  • Simpro
    Search quote in Simpro
  • Simpro
    Create activity schedule block in Simpro
  • 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 Simpro + Survey Monkey Integration

Send surveys, track responses, update customer records, alert your team, and trigger follow-ups, all in just one click.

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

Create Survey Monkey contact for new simPRO individual customer

If you're using simPRO 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 individual customer is created in simPRO, 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 + Simpro Integration

Create simPRO individual customer for new Survey Monkey survey response

When someone completes your Survey Monkey, a new individual customer is automatically created in your simPRO. 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 individual customer, so you don't have to waste time manually entering data. Thus, having a Survey Monkey - simPRO integration set up makes it easy to manage your customer relationships and grow your business.
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Simpro + Survey Monkey flow

Log survey feedback in accounting tools, sync responses with email lists, update spreadsheets, alert your support team, and track payments across your stack. Pick a combination and activate it in one click.

Simpro
Survey Monkey
+
QuickBooks OnlineQuickBooks Online (3)
+
MailchimpMailchimp (3)
+
Google SheetsGoogle Sheets (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
StripeStripe (3)
S
S
Q
When a job is created in Simpro, send a survey in Survey Monkey, and create an invoice in QuickBooks Online.
New Simpro jobs trigger a Survey Monkey survey and a QuickBooks Online invoice immediately, eliminating manual data entry.
S
S
Q
When a survey response is received in Survey Monkey, update the contact in Simpro, and create a customer in QuickBooks Online.
Survey feedback in Survey Monkey updates Simpro contacts and creates QuickBooks Online customer profiles automatically.
S
S
Q
When an invoice is created in Simpro, send a survey in Survey Monkey, and record a payment in QuickBooks Online.
Invoicing in Simpro triggers customer surveys in Survey Monkey and logs payment records in QuickBooks Online.

Supported triggers and actions for Simpro and Survey Monkey

Mix and match to build the exact automation you need

Simpro
Simpro Triggers & Actions
Instant
Recurring invoice is updated in Simpro
Triggers the automation when a existing recurring invoice is updated.
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Instant
Recurring invoice is created in Simpro
Triggers the automation when a new recurring invoice is created
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Instant
Invoice is updated in Simpro
Triggers the automation when existing invoice is updated.
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Instant
Invoice is created in Simpro
Triggers the automation when a new invoice is created
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Instant
Contact is created in Simpro
Triggers the automation when a new contact is created.
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Instant
Job is created in Simpro
Triggers the automation when a new job is created
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Instant
Company customer created in Simpro
Triggers the automation when a new customer is created within the company's database
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Instant
Job is updated in Simpro
Triggers the automation when a job is updated
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Instant
Company customer updated in Simpro
Triggers the automation when a company's customer information is updated
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Instant
Site is created in Simpro
Triggers the automation when a new site is created
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Instant
Site is updated in Simpro
Triggers the automation when a site is updated
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Instant
Individual customer created in Simpro
Triggers the automation when a new individual customer is added
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Instant
Individual customer updated in Simpro
Triggers the automation when a customer's information is updated
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Instant
Quote is created in Simpro
Triggers the automation when a new quote is created
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Instant
Quote is updated in Simpro
Triggers the automation when any quote is updated
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Update lead in Simpro
Updates specified lead to the database
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Update contact in Simpro
Updates specified contact to the database
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Create lead in Simpro
Adds a new lead to the database
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Get contact by ID in Simpro
Retrieve contact information by unique identifier
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Create individual customer in Simpro
Creates a new individual customer record
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Search individual customer in Simpro
Searches for an individual customer
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Search company customer in Simpro
Searches for a company customer
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Create contact in Simpro
Adds a new contact to the database
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Create company customer in Simpro
Creates a new company customer record
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Create service job in Simpro
Generates a new service job
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Search job in Simpro
Searches for a job
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Create site in Simpro
Generates a new site entry
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Search contact in Simpro
Finds and retrieves contact information
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Search site in Simpro
Searches for a site
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Create service quote in Simpro
Generates a new service quote
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Search quote in Simpro
Searches for a quote
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Create activity schedule block in Simpro
Creates a new activity schedule block
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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
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What can you automate with Simpro + Survey Monkey?

Streamline your field service operations and client feedback loops with intelligent, automated workflows.

What you can automate?
🔄
Trigger surveys from new jobs
Automatically send a Survey Monkey survey whenever a new job is created in Simpro. Capture client satisfaction scores immediately after service completion.
📝
Capture every survey response detail
Map all survey answers into your operational records instead of just basic contact info. Your database becomes a comprehensive source for quality review.
📢
Alert your team instantly
Send real-time notifications to your support or operations channel whenever a critical survey response or job update comes in.
🔀
Route based on feedback ratings
Trigger different follow-up actions depending on the specific score submitted in Survey Monkey. High ratings update customer records, while low ratings create priority tasks.
🔄
Keep records continuously updated
Automatically update Simpro contact details and invoice statuses whenever matching survey responses or job modifications occur.
🔍
Prevent duplicate customer profiles
Search existing records before creating new entries in Simpro or Survey Monkey, ensuring clean data and avoiding redundant customer profiles.
💳
Manage status changes and billing
Handle downstream financial tasks, invoice creation, and payment logs automatically when service milestones are reached in Simpro.
🔗
Extend workflows to popular apps
Connect your core Simpro and Survey Monkey data to Google Sheets, Slack, QuickBooks Online, or Mailchimp to power your entire business stack.
And much more...

Who is Simpro + Survey Monkey integration for?

Field service managers, customer success teams, and operations directors streamline job management and client feedback collection to improve service delivery.

Operations Managers
Operations Managers
Customer Support Leads
Customer Support Leads
Account Managers
Account Managers
Field Service Coordinators
Field Service Coordinators
Project Estimators
Project Estimators
Quality Assurance Directors
Quality Assurance Directors
📈
Operations Managers
You're overseeing multiple field service jobs daily but your reporting sheets only update when someone manually exports data, so the metrics you're reviewing are always hours behind — this integration means every new job and survey response lands instantly and your dashboard stays current.
Customer Support Leads
You manage client escalations and need to act fast on negative feedback, but survey responses sit unread in your inbox until someone checks them — automating both apps means every new survey response updates your contact records instantly and alerts your team without delay.
🤝
Account Managers
You answer to key clients who want clear visibility into service progress and feedback history, but compiling these reports by hand takes hours every week — connecting these apps means your client records and survey logs stay updated automatically.
📊
Field Service Coordinators
The volume of completed jobs and client surveys is too high for your staff to keep up with manual data entry, leading to missed follow-ups — this integration means every job creation and survey submission syncs across your systems without manual intervention.
🔧
Project Estimators
You rely on field updates and client feedback to price future jobs accurately, but downstream details often get delayed in transit — automating both apps means every survey response and contact update flows straight into your workflow.
🗂️
Quality Assurance Directors
You need a reliable history of service performance and client satisfaction scores, but you keep finding gaps caused by missed manual logging — connecting these apps means your records remain complete and auditable at all times.
Our team

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Why choose Integrately to automate Simpro + Survey Monkey

Build and manage your Simpro + 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 Simpro + 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 Simpro to Survey Monkey?
Frequently Asked Questions
You can connect Simpro to Survey Monkey in 1 click using ready-made templates on Integrately. With 1,500+ integrations and Integrately AI, you can easily sync data across QuickBooks Online, Google Sheets, Slack, and other tools.
Can I automatically send a Survey Monkey survey when a job is created in Simpro?
Frequently Asked Questions
Can I connect Simpro, Survey Monkey, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Simpro and Survey Monkey?
Frequently Asked Questions
How does Simpro handle customer updates with survey responses?
Frequently Asked Questions
Can I view survey results and update records in real time?
Frequently Asked Questions
Do I need coding skills to automate Simpro and Survey Monkey?
Frequently Asked Questions
Is the Simpro and Survey Monkey integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

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

Simpro
Popular Simpro Integrations
Connect Simpro to field service, scheduling, and invoicing tools to manage your daily operations seamlessly.
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Simpro Integrations arrow right
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Survey Monkey
Popular Survey Monkey Integrations
Sync Survey Monkey with CRM, email marketing, and analytics platforms to act on customer feedback instantly.