Integrating SurveyMonkey with Nutshell CRM
Nutshell is a powerful CRM tool that helps B2B organizations work together to improve customer relationships and close more deals. SurveyMonkey is one of the most popular survey tools, and it enables businesses to gather customer feedback, gauge customer satisfaction, and improve customer experience.
When you integrate Nutshell and SurveyMonkey, you can send surveys to new customers or leads automatically, reducing the need for manual input and ensuring you send surveys at exactly the right times.
SurveyMonkey CRM Integration Benefits:
-
- Save time: This integration eliminates the need to manually send out surveys to new customers or leads, saving you time and automating tasks like gathering customer feedback and information from leads.
How to get started
This integration is powered by Zapier – set it up with your Zapier account.
There may be solutions for alternative applications available through our AppConnect Marketplace. Feel free to contact our team with any questions.
Frequently asked questions
-
1. Do I need a specific Nutshell plan to use the SurveyMonkey integration?
No. All Nutshell users can access the SurveyMonkey integration regardless of which plan they’re on—Foundation, Growth, Pro, Business, or Enterprise. The integration is available to every Nutshell customer at no extra cost. You’ll just need both Nutshell and SurveyMonkey accounts to start capturing feedback and survey responses.
-
2. How does SurveyMonkey integration capture survey responses into Nutshell leads?
When someone completes a SurveyMonkey survey, their responses automatically sync to Nutshell as a new lead or contact. You can map survey questions to Nutshell fields, so feedback like email, company, and buying intent populate your CRM instantly. This eliminates manual data entry and ensures every survey respondent becomes a trackable lead in your pipeline.
-
3. Can I automate follow-ups in Nutshell based on SurveyMonkey survey responses?
Yes. Set up automation rules triggered by specific survey answers—for example, if a respondent shows high buying intent, automatically assign them to a sales rep or create a task for follow-up. You can also segment leads by survey responses and send targeted email campaigns based on their feedback, turning survey data into action.
-
4. How does SurveyMonkey compare to other feedback tools like Typeform or Qualtrics?
SurveyMonkey excels at ease-of-use with thousands of templates and AI-powered insights. Typeform offers sleek design and conditional logic. Qualtrics dominates enterprise research with advanced analytics. For Nutshell users wanting simple survey creation with reliable lead capture, SurveyMonkey is the most straightforward choice with flexible CRM integration options.
-
5. What types of surveys work best for capturing leads and customer feedback in Nutshell?
Product feedback surveys, post-event feedback forms, customer satisfaction (CSAT) surveys, and lead qualification surveys all integrate well with Nutshell. Exit-intent surveys and website popups also work to capture visitor information. The key is mapping survey questions to lead scoring criteria, so high-intent respondents surface automatically as qualified leads in your pipeline.
