An automated workflow using zapier
Connects Surveybot + Marketo
Add new Surveybot responses as Marketo leads
About this workflow template
This automation scenario allows you to connect Surveybot and Marketo
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Surveybot and Marketo can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Surveybot
New Survey Response in Surveybot
Triggers when a new response has been completed for your survey.
Then this action happens in Marketo
Create or Update Lead in Marketo
Creates or Updates a lead.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add new Surveybot responses as Marketo leads.
Part I
Configure Applications
First, we need to connect Surveybot and Marketo to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Surveybot to Zapier.
Give Zapier access to your Surveybot account, using Surveybot credentials.
Connect Marketo to Zapier.
Give Zapier access to your Marketo account, using Marketo credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Surveybot
Choose the following trigger: New Survey Response (Triggers when a new response has been completed for your survey.).
Then set up an Action for Marketo
Choose this action: Create or Update Lead (Creates or Updates a lead.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Surveybot and Marketo.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add new Surveybot responses as Marketo leads!
Related Automation Templates
Supported triggers and actions
New lead
Triggers when a new lead is created.
triggerbyzapierautomateioEmpty trigger
Returns an empty array.
triggerbyzapierList activity types
Lists the activity types.
triggerbyzapierList of lead fields
Lists the fields available in the "lead" object.
triggerbyzapierFetch lead lists
Returns a JSON array that contains the lists of leads. This trigger is only used to provide data to Dynamic Dropdowns.
triggerbyzapierFetch partition lists
Returns a JSON array that contains the Partition Lists. This trigger is only used to provide data to Dynamic Dropdowns.
triggerbyzapier
Make an api call
Performs an arbitrary authorized API call.
actionbyintegromatList survey
Lists all surveys.
actionbyintegromatNew survey response
Triggers when a new response has been completed for your survey.
triggerbyzapierWatch survey responses
Triggers when a new response for selected survey is completed.
triggerbyintegromatMe
This is the test trigger when connecting a new account.
triggerbyzapierMy surveys
Triggers when a new survey has been created on Surveybot for your account.
triggerbyzapier
Apps you need
Marketo is a top-notch marketing automation platform that empowers businesses to manage personalized multi-channel marketing campaigns with ease. Innovative features such as email marketing, landing pages, and lead nurturing make it a go-to option across various industries.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
