By clicking on "Install", you acknowledge and agree that your access and use of this application will be governed by the developer's terms of service and privacy policy. Freshworks may share your contact and usage information with the developer.
Install
OverviewRatings and ReviewInstallation InstructionsPrivacy & Security
This app is used to add the survey respondents as contacts in Freshsales. The contacts will be associated with the event on the activity timeline that includes the survey response. Users can configure the surveys in the settings page and the app will monitor these surveys for new responses. Upon receiving a new response it will be synced immediately. The existing responses in the configured surveys will be synced with the scheduler that runs for every one hour. The contact details page displays the list of responded surveys by that particular contact.
Prerequisites
Contact module in your Freshsales account should not have any mandatory fields other than first name, last name and email.
App Installation
1. Log in to your Freshsales account as an administrator.
2. Navigate to Admin→Settings → Apps → Get More Apps.
3. Search for the Freshsales Suite app and click Install.
4. You will be prompted for your Survey Monkey Username and password.
5. Once logged in to Survey Monkey, authorize the app.
6. On the Freshsales app settings page, your CRM account url and api key will be autofilled.
7. Click Connect account.
8. On the next page, select the surveys that need to be synced. To sync all surveys, click Sync all surveys.
9. Click Install.
Email lookup in survey response
1. The app looks for recipient email address in the survey responses with which the contact gets created in Freshsales.
2. If the response has no recipient email address, the response will be parsed as below
- If one of the response field has email validation
- else if any one of the field value matches email format
3. A response will be skipped, if no email address is found in the response.
The information listed below is provided by the App Developer Partner pertaining to the data privacy policies of the latest app version available on the Freshworks Marketplace. The App Developer Partner is solely responsible for the accuracy of the information provided.
What is End-User data?
Any information that is generated or provided by individuals while using your apps in connection with Freshworks products.
Not an Admin? Share this app with your admin to install it for you.
Version History
2.0 (December 2022)
No release notes found
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