If you are using SurveyGizmo to gather some information about your leads or customers, you can use Zapier to send some of that data to Hatchbuck!

 

Note: Before you start, make sure that your survey has at least one question asking for the respondent's email address. This will be necessary to enter the information into Hatchbuck.

 

Here's how to get started:

  • Choose SurveyGizmo as your trigger app

blob1445529014438.png 

 

  • Select the New Survey Response trigger.

blob1445529065129.png

 

  • To connect, type in the email address and password tied to your SurveyGizmo account.

blob1445529450102.png

 

  • Choose which survey you would like to use and select "yes" or "no" for whether or not you would like to send data from incomplete surveys.

blob1445529709752.png

 

  • Test by entering a dummy survey response to the quiz selected.

 blob1445529764994.png

 

  • Choose Hatchbuck as your Action App

 


  • Select add a tag or Create / Update a Contact Record 

 

 

  • Connect your Hatchbuck account by copy/pasting your API Key in the pop-up box provided. You can find this key in your Account Settings > Data > API

 

 

 

Now Set up your Zap:

  • Choose the tag you would like to add to your contacts in Hatchbuck

blob1445532507847.png

  • For First and Last Name, if you have a survey question asking for these - choose that as your coordinating field from SurveyGizmo

 blob1445537994351.png

  • Do the same for email address. And choose an Email Type

 blob1445538046184.png

  • Copy/paste the exact Contact Status from Hatchbuck that you would like to input for these contacts

 blob1445538108769.png

 

Important: at this time you can only merge in one question's response.

 

Common issues: Contacts status does not match what is in Hatchbuck