--- title: "Connect SurveyMonkey to Redtail CRM - APIANT.ai" description: "When \"New Response Notification\" fires in SurveyMonkey, your agent runs \"Update Contact\" in Redtail CRM." canonical: "https://apiant.ai/connect/surveymonkey-to-redtail-crm" --- # Connect SurveyMonkey to Redtail CRM When **New Response Notification** fires in [SurveyMonkey](https://apiant.ai/connections/surveymonkey), your agent runs **Update Contact** in [Redtail CRM](https://apiant.ai/connections/redtail-crm). Describe the whole flow and it is built, tested on every scenario and kept running. SurveyMonkey **2** triggers SurveyMonkey **12** actions Redtail CRM **2** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want SurveyMonkey and Redtail CRM to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What SurveyMonkey can start in Redtail CRM - When **New Response Notification** in SurveyMonkey then **Update Contact** in Redtail CRM - When **New Response Notification With Answers** in SurveyMonkey then **Find Contact** in Redtail CRM Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with SurveyMonkey and Redtail CRM ## Triggers and actions 2 triggers · 14 actions - Trigger **New Response Notification** Triggers a notification when your survey is completed. - Trigger **New Response Notification With Answers** Fires when a response to the chosen survey is completed, and delivers the full response including every question's answers. - Action **Add Collector** Creates a collector (weblink, email, SMS or website popup) for a survey. - Action **Add Contact List** Creates a new contact list in the SurveyMonkey account. - Action **Add Survey** Creates a new survey in SurveyMonkey: a blank survey, or a copy of an existing survey or template. - Action **Create Contact** Creates a new contact in your SurveyMonkey address book, ready to receive email or SMS survey invitations. - Action **Find Collector** Returns the collectors on a survey whose name matches the specified name. - Action **Find Contact** Returns up to 100 contacts that match the search text in the chosen contact field (email by default). - Action **Find Survey** Returns up to 1000 surveys whose title matches the specified search text. - Action **Get Contact** Returns one SurveyMonkey contact by its id, with name, email, phone number and custom fields. - Action **Get Response** Retrieves one survey response in full, including the answers to every question. - Action **Get Survey** Returns a survey's full details, including its pages and questions. - Action **List Contact Lists** Lists the contact lists in your SurveyMonkey account. - Action **Update Contact** Updates an existing SurveyMonkey contact. Only the fields you fill in are changed; blank fields are left as they are. - Action **Find Contact** Finds contacts in your Redtail CRM database by name or phone number. - Action **Update Contact** Updates an existing contact in your Redtail CRM database. Fields left blank are not changed. ## Each app on its own - [ **SurveyMonkey** SurveyMonkey is the easiest way to create surveys and get answers.](https://apiant.ai/connections/surveymonkey) - [ **Redtail CRM** Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional.](https://apiant.ai/connections/redtail-crm) Reviews ## What our customers say ## More from SurveyMonkey - [ **SurveyMonkey to JigsawStack** JigsawStack provides all the APIs you need in one place, with high reliability and simple pricing](https://apiant.ai/connect/surveymonkey-to-jigsawstack) - [ **SurveyMonkey to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/surveymonkey-to-trello) - [ **SurveyMonkey to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/surveymonkey-to-zoom) - [ **SurveyMonkey to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/surveymonkey-to-twilio) - [ **SurveyMonkey to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/surveymonkey-to-typeform) - [ **SurveyMonkey to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/surveymonkey-to-webflow) ## More into Redtail CRM - [ **HubSpot to Redtail CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-redtail-crm) - [ **Salesforce to Redtail CRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-redtail-crm) - [ **Slack to Redtail CRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-redtail-crm) - [ **Google Sheets to Redtail CRM** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-redtail-crm) - [ **Gmail to Redtail CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-redtail-crm) - [ **Google Calendar to Redtail CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-redtail-crm) Questions ## SurveyMonkey and Redtail CRM, answered ### ### What can start an automation from SurveyMonkey? Any of SurveyMonkey's 2 triggers in the catalog, including New Response Notification and New Response Notification With Answers. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Redtail CRM when something happens in SurveyMonkey? Any of Redtail CRM's 2 actions, including Update Contact and Find Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Redtail CRM to SurveyMonkey? Redtail CRM has no triggers in the catalog today, so automations start in SurveyMonkey. If you need the other direction, ask: your agent reads Redtail CRM's API documentation and adds it. ### ### Do I have to build a connector for SurveyMonkey or Redtail CRM? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use SurveyMonkey and Redtail CRM without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.