Zapier: How To Connect The Investment Dominator To SurveyMonkey
What Is Zapier?
With Zapier you can easily connect and share data to and from the Investment Dominator with over 2000+ other web apps and saas systems. A complete app directory can be found at: https://zapier.com/apps
In this article, we are going to explain how to connect the Investment Dominator to SurveyMonkey, but first, let’s talk a little about SurveyMonkey…
What is SurveyMonkey?
SurveyMonkey can be used to drive your business forward by using the free online survey tool to capture the voices and opinions of the people who matter most.
How To Connect The Investment Dominator To SurveyMonkey
Step 1 – Create The Zap Workflow:
First, log in to Zapier.com, then from the dashboard and under the ‘Create your own workflow‘ section, search for “Investment Dominator” under the ‘Connect this app…‘ field.
Under the ‘with this one!‘ field search for “SurveyMonkey“.
Under the ‘When this happens…’ field select ‘Update Record‘.
And under the ‘then do this!‘ field select ‘Create Contact‘:
Click the ‘Try it‘ button to continue with the setup.
Step 2 – Connect To Your Investment Dominator CRM:
Click on the ‘Sign in to Investment Dominator‘ button and then in the allow popup, enter your API Key and App URL then click the ‘Try Connection‘ button.
NOTE: You can get both your API Key and App URL by logging into your Investment Dominator account as an Admin (with API Permissions enabled) under the ‘Profile> API Credentials‘ section.
Hit the ‘Continue‘ button on Zapier to keep going with the setup.
Step 3 – Setup The Zap Trigger
Under the ‘Record Type‘ field select ‘Land Deal‘.
Under the ‘Record Status‘ field select ‘Complete / Ready To Sell‘.
Click the ‘Continue‘ button to progress to the next step:
Step 4 – Connect to SurveyMonkey
Click the ‘Sign in to SurveyMonkey‘ button this will bring up a new menu to make sure this is the correct account you want to use and also to Authorize access with Zapier.
Step 5 – Setup The Action
Under the ‘Set up action‘ you will see several options for you to enter information. Click on the field box for the item you want to work on and then search through the merge fields for the correct items. You will know you are done when you can see the databox display the information from your ID record.
You will need to do this for the required fields First Name, Last Name, and Email. If you have a contact list specifically you want to add your records to you can choose this too, but this is optional.
Now you will need to send a test to SurveyMonkey to ensure the Zap is working correctly I choose to do “Test and Review”
Then you will see a success message telling you a contact was sent to SurveyMonkey.
Now go to Survey Monkey to ensure the information from the Zap is the way you want, once you confirm on SurveyMonkey head back to Zapier.
Click the ‘Publish Zap‘ button to complete the process.
Hooray! Now, whenever a property is marked as Complete / Ready To Sell new contact will be sent to SurveyMonkey using details from your Investment Dominator CRM. You can then have these contacts as part of your next Survey with SurveyMonkey!