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PollPe Zapier Integration

PollPe’s Zapier Integration allows you to automate workflows seamlessly when you receive new submissions on your surveys. With this integration, you can effortlessly connect PollPe to more than 7,000 popular apps available on Zapier, streamlining your tasks and boosting productivity.

How the Integration Works​

Whenever a new submission is received on a PollPe survey, Zapier triggers automated actions in connected applications. This means you can instantly and automatically perform various tasks such as updating spreadsheets, sending notifications, creating CRM entries, or thousands of other possibilities—without any manual input.

  • CRM Integration: Automatically create or update contacts in Salesforce, HubSpot, or Zoho CRM whenever a new survey response is received.
  • Email Automation: Instantly send personalized follow-up emails via Gmail, Outlook, or Mailchimp based on survey responses.
  • Task Management: Generate new tasks in Asana, Trello, Monday.com, or Jira automatically from your survey submissions.
  • Database Updates: Immediately add new survey data to Google Sheets, Airtable, or Notion for easy management and reporting.

Setting Up PollPe Zapier Integration​

Follow these easy steps to start automating:

  1. Sign in to Zapier: Create an account or log in to your existing Zapier account.
  2. Create a New Zap:
    • Click Create Zap.
    • Search and select PollPe as the trigger app.
  3. Set Up Trigger:
    • Choose the trigger event: "New Submission Received".
    • Connect your PollPe account and authorize Zapier access.
    • Select the survey you want to trigger from.
  4. Add Actions:
    • Select the app you want to perform actions in (e.g., Gmail, Google Sheets, Salesforce).
    • Configure the action by mapping PollPe submission fields to the fields required by your chosen app.
  5. Activate your Zap:
    • Test the Zap to confirm everything works as expected.
    • Click Publish to activate the integration.

Tips and Best Practices​

  • Test Zaps thoroughly before using them in a live environment.
  • Clearly map and label fields for easy data handling.
  • Regularly review and update your Zaps to ensure ongoing accuracy and efficiency.

With PollPe and Zapier working together, automating complex workflows becomes simpler and more efficient, empowering your team to focus on what matters most.

Explore more integrations and automation opportunities directly on Zapier to enhance your productivity with PollPe.

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