Related Questions:
If I add a Pipeline Stage "Ready for Survey" when a Booking is moved to this stage, can I automatically trigger a survey to be sent to the contact?
Procedure:
Using Zapier, you can connect Event Temple to many survey platforms and have the survey automatically send based on the Booking moving to a specific Pipeline Stage.
Setup the Zap
Booking Stage Changed trigger
Connect your Event Temple Account (if needed)
Choose the Organization
Choose the Stage you want to use
Test the trigger
Send Survey action
Connect with your Survey Platform (in our Example SurveyMonkey)
Map fields from Event Temple in SurveyMonkey
Test the step
Publish the Zap
Additional Information:
If you are new to Zapier we recommend taking a look at the Zapier Overview & Webinar for more detailed information on the integration first.