SurveyMonkey allows you to create surveys, polls, or quizzes to gather feedback and provides a simple way of showing and analyzing your data. Now you can get all your SurveyMonkey results in your monday.com account to help facilitate lead management and implement these responses into your workflow!
How to add it to your workflow?
Once you click on the SurveyMonkey integration banner you will find the recipes the integration offers:
- When a survey response is submitted in SurveyMonkey, create an update in this item.
- When a survey response is submitted in SurveyMonkey, create an item.
Select the integration you wish to create.
Once you click on one of the recipes you will be asked to enter connect your monday.com account with your SurveyMonkey account :
Then you will be asked to log in to your SurveyMonkey account login credentials as shown below :
Congrats :) You've connected your SurveyMonkey account with monday.com - now let's set up a recipe!
Once you've connected the account, you will be presented with the recipe. This is where you will be able to set up your integration.
Use case 1 - When a survey response is submitted in SurveyMonkey, create an update in this item.
This is helpful for keep track of submitted survey's under a specific Item (leads/ feature feedback or even applications). This option will allow you to consolidate the collection of your various surveys within one Item on your monday board.
First, you will need to choose the relevant survey from the surveys you created on SurveyMonkey:
Once done, choose the Item for which you would like your results to appear:
Then select 'update integration' and you're all set:
Use case 2: When a survey response is submitted in SurveyMonkey, create an item
This is helpful to keep track of submitted survey responses on a board (leads/ feature feedback). This option will allow you to collect responses as individual items on your monday board. In order for your results to populate, you will first have to create the columns on your monday board to map the submission details.
For example, a text box in SurveyMonkey equates to a Text column in monday.com and this column type would have to be added to your board prior to setting up the recipe. See more on the mapping and recommended fields here:
Now, to set up this recipe, you will need to choose the relevant survey from the surveys you created on SurveyMonkey (see Use Case 1).
Once done, you'll begin the mapping process by selecting which responses you would like to map into each column on your monday board:
Now watch all your survey results populate onto your monday board!
SurveyMonkey integration column
When selecting which data will be mapped into each column, the integration column will be added automatically - the purpose is to maintain the connection between the parameters in both apps. Feel free to click on this link to go directly to your SurveyMonkey survey
If you need help building integrations, we have an option for paid assistance through our network of certified monday.com partners. If you're interested, please fill out this form and someone will be in touch shortly!
And if you have any questions about this or anything else in this article, feel free to reach out to our Customer Success team at [email protected].