Your CRM (Customer Relationship Management) is your source of truth. If data exists outside of it, it might as well not exist at all.
Yet, most survey tools create data silos. You have to export a CSV, format it, and import it into Salesforce or HubSpot. By the time you do that, the data is stale.
Real-Time Sync
ChatToSurvey integrates directly with your stack. When a user chats with your survey, their responses map directly to fields in your CRM.
- Update Records: If an existing customer updates their email address in the chat, it updates in your CRM.
- Enrich Leads: Add qualification data (budget, timeline) to lead records automatically.
- Trigger Workflows: If a customer gives a low satisfaction score, trigger a "High Priority" task for their account manager in the CRM.
Contextual Conversations
Integration isn't just about output; it's about input. Imagine sending a survey that already knows the customer's name and purchase history.
"Hi Sarah, how are you enjoying the Premium Plan?"
This level of personalization—made possible by CRM integration—dramatically increases engagement. It shows you know who they are.
Works with Everything
Through webhooks and tools like Zapier, ChatToSurvey connects to Salesforce, HubSpot, Pipedrive, Zoho, and thousands of other platforms.
Make your survey data actionable. Make it part of your core business processes.