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SurveyMonkey to Iterable - via Zapier

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Lindsey Patin
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There are many different ways to integrate online surveys with a user's email and data into Iterable. One that we've seen used by many is to use Zapier.

Zapier is helpful because it lets you pass data into Iterable without any coding. Doing this on your own would require you to write a script and host it somewhere. If you are not that technical, or want to set up something quickly, doing it via Zapier is the way to go. 

For this specific integration example, you need:

 
There are three high-level things you will do in this integration:
 
  1. Set up your survey to send your form data to a Zapier web hook when you get a new survey response.
  2. Set up Zapier to catch that data, optionally manipulate it in some way, and send it to an Iterable webhook.
  3. Optional: Set up a workflow in Iterable to do something with the user's data once it is in your project.

 

Here are the step-by-step instructions:

 
1) Create your survey in SurveyMonkey
 
-Make sure that you have the email field as a field in your survey since Iterable keys by email and will use that to update the user’s profile.
 
2) In Zapier - create a Webhook Zap.
 
-Connect your SurveyMonkey account to Zapier

-Indicate that a new response will trigger the Zap: 

 
 
-For the Action, choose “Webhooks” and select a POST webhook.
 
-Now, leave this tab open and open your Iterable account.  You'll come back to this soon.
 
 
3) In Iterable - get your API key.
 
Click on the "Integrations" tab in the side navigation and the "API Keys" sub-tab. Then click on the "Create API Key" button (with Standard as the selected option) and then copy the API key that was just generated. Note: Do not share this API key - it is private to your project.

 

 

 
4) In Iterable - construct the webhook URL.

For the purposes of this integration, you will use Iterable's events/track API to "catch" the data on the Iterable side. There are other options, but this one is very flexible (click here to see more information on all Iterable APIs).

Take the key you just copied and paste it to the end of this string:

https://api.iterable.com/api/events/track?apiKey=

This whole string (the URL above with the actual key appended to it) is the URL on the Iterable side that will catch the Zapier webhook in your account.
 
 
5) In Zapier - enter data destination and final mapping.

Further down the screen, you will tell Zapier what URL to post the information to (on the Iterable server) and what data to send. 

- Paste the URL you just created (with the Iterable key) into the URL field. 

- Make sure the Payload Type is JSON.

 
 survey_monkey_img.png
 
Finally, you need to tell Zapier what data to send to Iterable and with what field names. The Iterable events/track API is expecting the following fields:
  • eventName - this can be an arbitrary string like “surveymonkey_response" or whatever else you choose from what you are sending from your form. The best way to address this may be to create a "custom field" back in SurveyMonkey that contains this arbitrary string (this was mentioned in step 3). 
  • email - this is your user's email address
    • NOTE: Make sure you ask your users for their email address in the survey so that Iterable can match it to the correct profile when they update.  Iterable keys by email, so this step is necessary for Iterable to receive the data and attach it to a profile.
  • dataFields__response1 - add this for each response from the survey that you want to use to enter the workflow.
    • NOTE: we're adding a "dataFields__" (followed by 2 underscores) to nest the payload under a dataFields key. The 2 underscores creates a nested structure explained below.

The above setup is replicating this event API payload:

{

  "eventName": "surveymonkey_reponse"

  "email": "<Email From The Survey>",

  "dataFields": { 

    "response1": "<Actual Response From Survey Monkey>"

  }

} 

You tell Zapier what fields to map by clicking the “+" button you see to the right of each field. Note: This, again, is why you sent test data from your form - Zapier needs to have seen an example of your data in order to make those fields available to you here.
 

Once you have finished this step, scroll down in the Zapier page and press "Turn Zap On".

 
At this point you are set up to send data from SurveyMonkey to Zapier, and from Zapier to Iterable. Since you are using your private Iterable API key, Iterable will see that Zapier is sending data via a webhook, will catch the data and will add it to your project. 

If that's all you need to do, you are finished!

However, if you want to do something additional with the user data in Iterable, there is one final step.
 
 
6) In Iterable - create a workflow.

You can accomplish this last step with a Workflow (you may want to review our Workflow Overview guide). Go to the "Workflows" side tab and click on "New Workflow".

And that's it. You have taken data from your SurveyMonkey survey, sent it up to Zapier and then on to Iterable, where you can manipulate it as necessary with our workflows.
 
 
 
   
 
 
 

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