What can we help you with?

SurveyMonkey Integration

Screen_Shot_2020-03-11_at_16.00.45.png

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!      

 

Note: If a request to upgrade your account appears when integrating SurveyMonkey with your monday.com account, the request is referring to your SurveyMonkey account which needs to be upgraded to a plan that allows for integrations. 

 

How to add it to your workflow?

Step 1

To add an Integration, go to the board you want to create an Integration for and click on the Integration button, located on the upper right of your screen as below: 
 
add.png
 
Once on the page, you will see all of the amazing apps we offer to integrate with, then go ahead and select "SurveyMonkey": 

1.png

Step 2

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.  

sur.png

Select the integration you wish to create. 

 

Step 3

Once you click on one of the recipes you will be asked to enter connect your monday.com account with your SurveyMonkey account : 

Frame_1.png

Then you will be asked to log in to your SurveyMonkey account login credentials as shown below :  

Frame_1_1.png

Congrats 😃 You've connected your SurveyMonkey account with monday.com - now let's set up a recipe! 

 

Step 4

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 Cases

  • 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: 

Frame_1_1.png

Once done, choose the Item for which you would like your results to appear: 

2_1.png

Then select 'update integration' and you're all set: 

Frame_1__1__1.png 

  • 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:

 

Desktop_-_1.png

 

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: 

wew.png

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 

 

More Assistance

If you need help building custom integrations, we also have an option for paid assistance through our network of certified monday.com partners. You can consult and hire their services directly through our professional services online store.

 

 

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.