An automated workflow using zapier
Connects Surveypal + Keap Max Classic
Create/update Keap Max Classic contacts from new Surveypal survey answers
About this workflow template
This automation scenario allows you to connect Surveypal and Keap Max Classic
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
Diagram
How it works?
When this trigger fires in Surveypal
New Survey Answer in Surveypal
Triggers when someone answers one of your surveys (you choose).
Then this action happens in Keap Max Classic
Create/Update Contact in Keap Max Classic
Creates a new contact. Can be used to update existing contacts too.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create/update Keap Max Classic contacts from new Surveypal survey answers.
Part I
Configure Applications
First, we need to connect Surveypal and Keap Max Classic to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Surveypal to Zapier.
Give Zapier access to your Surveypal account, using Surveypal credentials.
Connect Keap Max Classic to Zapier.
Give Zapier access to your Keap Max Classic account, using Keap Max Classic 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 Surveypal
Choose the following trigger: New Survey Answer (Triggers when someone answers one of your surveys (you choose).).
Then set up an Action for Keap Max Classic
Choose this action: Create/Update Contact (Creates a new contact. Can be used to update existing contacts too.).
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 Surveypal and Keap Max Classic.
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 Create/update Keap Max Classic contacts from new Surveypal survey answers!
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