🎓Verified students and researchers get a discounted Student & Researcher plan.View student offer
Connected workflows

Connect survey data to the tools your business already uses

Automate follow-up, synchronize customer records, send alerts, enrich reporting, and securely provision users across your technology stack.

Salesforce

CRM · Sync contacts, accounts, cases, opportunities, and survey outcomes.

Business plan

HubSpot

CRM · Trigger surveys from lifecycle events and write scores back to contact records.

Business plan

Microsoft Dynamics 365

CRM · Connect customer, account, sales, and service feedback to Dynamics records.

Business plan

Zoho CRM

CRM · Use CRM events to send surveys and enrich records with response data.

Business plan

Slack

Collaboration · Post response alerts, approval requests, and scheduled insight summaries.

Starter plan

Microsoft Teams

Collaboration · Route critical feedback and team tasks into channels and workflows.

Business plan

Zendesk

Helpdesk · Auto-send a CSAT survey when a ticket is solved and post the response back onto it.

Business plan

Intercom

Helpdesk · Trigger a survey when a conversation closes and log the reply on the conversation.

Business plan

Freshdesk

Helpdesk · Send a post-resolution survey and write the response back to the ticket.

Business plan

Google Sheets

Productivity · Stream response rows to shared sheets for review and lightweight analysis.

Business plan

Microsoft Excel

Productivity · Export structured workbooks or deliver scheduled response files.

Business plan

Notion

Productivity · Sync each completed response into a Notion database for the team to work from.

Business plan

Google Analytics 4

Business Intelligence · Fire GA4 events when a survey is viewed, started, and completed.

Starter plan

Power BI

Business Intelligence · Model survey data alongside commercial and operational metrics.

Business plan

Tableau

Business Intelligence · Publish governed response datasets for enterprise visualization.

Business plan

Snowflake

Business Intelligence · Load normalized survey and response tables into analytics pipelines.

Business plan

BigQuery

Business Intelligence · Export survey data to cloud analytics and machine-learning workflows.

Business plan

Zapier

Automation · Connect SierraTec Survey to thousands of application workflows.

Business plan

Make

Automation · Build visual, multi-step automations for responses, contacts, and files.

Business plan

Microsoft Power Automate

Automation · Trigger flows from new responses and automate survey management tasks.

Business plan

Mailchimp

Marketing · Send audience surveys and segment contacts by submitted answers.

Starter plan

Klaviyo

Marketing · Sync respondents into Klaviyo lists and trigger flows based on how they answered.

Business plan

Twilio

Messaging · Distribute survey links by SMS and trigger follow-up messages.

Business plan

Stripe

Payments · Collect payments, deposits, donations, and registration fees in forms.

Business plan

Google Drive

Storage · Save generated reports, exports, and uploaded files to Drive.

Business plan

OneDrive / SharePoint

Storage · Deliver exports and reports into Microsoft 365 document libraries.

Business plan

Amazon S3

Storage · Send scheduled exports and attachments to a governed object store.

Business plan

Zoom

Webinar · Auto-send a post-meeting survey to attendees once a session ends.

Business plan

Shopify

E-commerce · Trigger a post-purchase survey after an order is fulfilled or delivered.

Business plan

All 29 connectors above are live today, with secure credential storage, per-organization configuration, and monitoring built in. Connect one from your panel.

Workflow automation

Make feedback part of the process—not another isolated dashboard

Start surveys from business events, enrich each invitation with context, and send the right outcome to the right application.

  1. TriggerA case closes, order ships, onboarding completes, renewal approaches, or event ends.
  2. PersonalizeAdd account, product, channel, location, owner, language, and journey metadata.
  3. CollectUse email, SMS, embedded, web, QR, in-app, or authenticated survey collectors.
  4. ActCreate a CRM task, notify Teams, update a data warehouse, or send a recovery workflow.

Example closed-loop automation

Business plan
1Support case closesCRM webhook
↓
2CES survey sentPersonalized email
↓
3Low score detectedRule + sentiment
↓
4Recovery task createdCRM + Teams alert
Developer platform

Build custom experiences with APIs and webhooks

Use scoped service accounts, versioned endpoints, signed webhook events, retry controls, usage logs, and test environments to connect SierraTec Survey to internal systems.

OAuth and API keys

Use least-privilege scopes, rotation, expiration, and workspace-level access.

Signed webhooks

Subscribe to survey, response, invitation, export, and workflow events.

Bulk data APIs

Read and write survey definitions, contacts, responses, tags, and metadata.

Governed access

Restrict apps by workspace, environment, IP policy, role, and data class.

Connect feedback to the work that follows

Use native connectors, automation platforms, webhooks, or the API to make every response operational.

Automation & audience connectors

Connect responses, workflows, and recruitment sources

Workflow actions

Conditional webhooks, CRM updates, tasks, documents, notifications, and approvals.

Sample providers

External sample is sourced by SierraTec through approved partners rather than a self-serve connector.

Identity & access

SSO, SCIM, unique respondent links, private surveys, access codes, and managed domains.

Report destinations

Deliver scheduled data and reports to email, storage, spreadsheets, BI tools, and collaboration channels.

Audience connectors

External sample is an optional connector class

Approved external sample providers can be configured as governed connectors after commercial, security, privacy, quality, and API review. The site does not imply named provider partnerships before approval.

SierraTec Network

First-party participant source and default managed supply.

Your audience

Customer-owned contacts, panels, communities, employees, students, or other permitted populations.

External sample

Optional approved supply used transparently when additional reach or specialist targeting is required.