Send customer feedback surveys on closed deals

When a deal is marked won in Mercury Connect, automatically add the customer as a respondent in SureForms to gather post-sale feedback.

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See all SureForms + Mercury Connect integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

SureForms Explore SureForms →

Triggers

New form response

Fires when a form is submitted in SureForms.

Survey completed

Fires when a respondent finishes a survey in SureForms.

Response updated

Fires when an existing response is edited in SureForms.

Actions

Create or update form

Creates or updates a form or survey in SureForms.

Retrieve a response

Looks up a specific form response in SureForms.

Add a respondent

Adds a respondent or contact to a form in SureForms.

Mercury Connect Explore Mercury Connect →

Triggers

New contact or lead

Fires when a new contact or lead is added to Mercury Connect.

Contact updated

Fires when a field on a contact changes in Mercury Connect.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Mercury Connect.

Deal won

Fires when a deal is marked won in Mercury Connect.

Actions

Create or update contact

Creates or updates a contact in Mercury Connect.

Create deal

Creates a new deal in Mercury Connect.

Update record stage

Moves a deal or record to a new stage in Mercury Connect.

Log activity

Logs a call, email, or note against a record in Mercury Connect.

Convert form responses into CRM contacts When a prospect submits a new form response in SureForms, automatically create or update their contact profile in Mercury Connect. See details

Log survey feedback directly to CRM activity logs When a customer completes a survey in SureForms, automatically log the activity under their profile in Mercury Connect so reps see customer sentiment. See details

See all SureForms + Mercury Connect integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send customer feedback surveys on closed deals” between SureForms and Mercury Connect?

Yes — describe it in the box above and Knit's Integrations Agent researches SureForms and Mercury Connect's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can form submissions automatically create deals in Mercury Connect?

Yes, inbound responses from SureForms can instantly generate new lead records or deals in Mercury Connect without manual data entry.

Can I send survey invitations based on deal updates in Mercury Connect?

Yes, when a deal is won or updated in Mercury Connect, you can automatically add the contact as a respondent in SureForms to collect feedback.