Customer Engagement & Dynamics CRM Forum

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SurveyGizmo and CRM

  • 1.  SurveyGizmo and CRM

    Posted May 22, 2019 06:13 PM
    Hello,

    Has anyone used SurveyGizmo with CRM?

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    Kaylea Stuart
    Salt River Project
    Tempe AZ
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  • 2.  RE: SurveyGizmo and CRM

    Posted May 27, 2019 08:45 AM
    Hi Kaylea,

    We are using SurveyGizmo​ for different survey and have created a custom integration that create records direction into our dynamics instance

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    Philippe Berard
    Premier Tech
    Riviere-du-Loup QC
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  • 3.  RE: SurveyGizmo and CRM

    GOLD CONTRIBUTOR
    Posted May 29, 2019 02:08 PM
    Philippe can you go into a little greater detail about how you are integrating Survey Gizmo into your CRM? We were looking at using VOC a while back but the reporting leaves a lot to be desired... I wonder if this would work better for us. :)

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    Gretchen Garcia
    IT Technician
    Denver Public Library
    Denver CO
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  • 4.  RE: SurveyGizmo and CRM

    Posted Jun 05, 2019 10:58 AM
    Hi Gretchen,

    We use a data endpoint rest that send data to Microsoft Graph ​and it create the records in Dynamics.

    It all depends on what kind of integration and connexion you need, for us it was the leads.

    You could use tools like zapier also or see belox post for integration with accounts
    https://help.surveygizmo.com/help/microsoft-dynamics-integration

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    Philippe Berard
    Premier Tech
    Riviere-du-Loup QC
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