Send customer feedback surveys on closed deals

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

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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.

webCRM Explore webCRM →

Triggers

New contact or lead

Fires when a new contact or lead is added to webCRM.

Contact updated

Fires when a field on a contact changes in webCRM.

Deal or record stage changed

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

Deal won

Fires when a deal is marked won in webCRM.

Actions

Create or update contact

Creates or updates a contact in webCRM.

Create deal

Creates a new deal in webCRM.

Update record stage

Moves a deal or record to a new stage in webCRM.

Log activity

Logs a call, email, or note against a record in webCRM.

Survicate Explore Survicate →

Triggers

New form response

Fires when a form is submitted in Survicate.

Survey completed

Fires when a respondent finishes a survey in Survicate.

Response updated

Fires when an existing response is edited in Survicate.

Actions

Create or update form

Creates or updates a form or survey in Survicate.

Retrieve a response

Looks up a specific form response in Survicate.

Add a respondent

Adds a respondent or contact to a form in Survicate.

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

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

See all webCRM + Survicate integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send customer feedback surveys on closed deals” between webCRM and Survicate?

Yes — describe it in the box above and Knit's Integrations Agent researches webCRM and Survicate'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 webCRM?

Yes, inbound responses from Survicate can instantly generate new lead records or deals in webCRM without manual data entry.

Can I send survey invitations based on deal updates in webCRM?

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