Setting Up Integrations

Connect SurveyMethods with your favorite tools to automate workflows and sync survey data across your tech stack.

Available Integrations

CRM & Sales

Salesforce - Sync responses to CRM records
HubSpot - Update contacts and deals
Pipedrive - Track customer feedback

Productivity

Google Sheets - Automatic spreadsheet sync
Slack - Real-time notifications
Microsoft Teams - Team alerts
Airtable - Database sync

Automation

Zapier - Connect to 5,000+ apps
Webhooks - Custom integrations

Email

Mailchimp - Sync contacts
SendGrid - Email delivery

Accessing Integrations

From Settings

Click your profile menu
Select Integrations
Browse available integrations

From Survey

Go to survey Collect tab
Click Integrations
Set up survey-specific integrations

Salesforce Integration

Connecting Salesforce

Click Connect on Salesforce
Log in to your Salesforce account
Authorize SurveyMethods access
Connection established

Mapping Fields

Map survey questions to Salesforce fields:

Select Salesforce object (Lead, Contact, Account, etc.)
Choose fields to update
Map survey questions to fields
Set update rules

Sync Options

Create new records - Add new leads/contacts
Update existing - Update matched records
Both - Create or update

Triggering Sync

Automatic on survey completion
Manual sync option
Scheduled batch sync

Google Sheets Integration

Connecting Google Sheets

Click Connect on Google Sheets
Sign in to Google
Authorize access
Select or create spreadsheet

Configuration

Choose target sheet
Set column mapping
Enable automatic sync
Set sync frequency

Data Structure

Each response creates a new row with:

Timestamp
Response ID
All question responses
Contact information

Zapier Integration

How Zapier Works

Create “Zaps” that trigger actions when events occur.

Available Triggers

New survey response
Survey completed
Response meets conditions

Popular Zaps

Send response to Google Sheets
Create Trello card from feedback
Add respondent to Mailchimp
Send Slack notification
Create Asana task

Setting Up a Zap

Go to zapier.com
Search for SurveyMethods
Choose trigger
Connect your account
Select survey
Choose action app
Configure action
Test and enable

Webhooks

What Are Webhooks?

Webhooks send real-time data to your server when events occur.

Creating a Webhook

Go to Integrations > Webhooks
Click Add Webhook
Enter endpoint URL
Select trigger events
Save webhook

Webhook Events

response.created - New response submitted
response.completed - Survey completed
response.updated - Response modified

Payload Format

Webhooks send JSON data including:

Response ID
Survey ID
All answers
Metadata

Testing Webhooks

Create webhook
Click Test
View test payload
Check your endpoint
View webhook logs

Security

Verify webhook signatures
Use HTTPS endpoints
Validate payloads

API Access

Getting API Keys

Go to Account > API Keys
Click Generate New Key
Copy and secure your key
Use in your applications

API Capabilities

Create surveys
Retrieve responses
Manage contacts
Export data
Automate workflows

Documentation

View complete API documentation at /docs/api

Integration Best Practices

Plan Your Workflow

Map out data flow
Identify trigger points
Define update rules
Consider error handling

Test Thoroughly

Use test data first
Verify field mapping
Check data accuracy
Test error scenarios

Monitor Performance

Check sync logs
Review error reports
Monitor rate limits
Track data accuracy

Maintain Connections

Review permissions periodically
Update credentials when needed
Check for deprecations
Keep integrations current

Troubleshooting

Connection Failed

Re-authorize the connection
Check credentials
Verify permissions
Review error message

Data Not Syncing

Check field mapping
Verify trigger conditions
Review sync logs
Test with new response

Duplicate Records

Check matching rules
Update deduplication logic
Review sync settings

Missing Data

Verify field mapping
Check required fields
Review data formats
Test sync manually

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