Integrating CRM Software with Online Assessments

Agolix’s online assessments provide many benefits as a marketing tool, including their ability to integrate with your CRM software. Use assessments as part of your marketing funnel to seamlessly track leads and manage your email lists. Below, we’ll look in depth at just a few of the ways you can integrate your assessments with various CRMs. Get ready to save time and streamline your business!

Using Zapier with Online Assessments

Zapier is a tool that lets you automate work across various different applications, and it can be used with our online assessments. You can read more in-depth about this here, but there are seemingly endless ways to automate your processes with Zapier! From automatically adding new rows to a Google Sheet you use for tracking respondents, to automatically adding respondent’s email to your Mailchimp list. These integrations save you valuable time and allow your business and processes to work for you once you set them up initially.

You may be thinking, “how is this different from something like a Google Form?” Sure, a Google Form easily tracks emails, but there are many ways CRMs and various applications can further assist you. With an integration like Zapier, you don’t need to then upload a list of emails into whatever provider you use (MailChimp, etc) – it’s automatically done for you. You’re able to keep crafting and sending out emails to your list, all the while knowing that list is growing on the back-end on its own thanks to your assessments!

Multiple CRM integrations with Online Assessments

It’s not just Google or MailChimp, either – our assessment software lets you integrate through Zapier with Slack, Gmail, ConvertKit – the opportunities are endless! Easily trigger an email response to someone in Gmail after they take your assessment, or subscribe someone to a specific form on ConvertKit. Agolix provides an easy-to-follow user guide to walk you through the setup of a variety of common integrations.

These integrations allow you to continue the conversation with respondents after they take your assessment, and save you precious time in doing so. You’ll be able to communicate with new leads faster than ever before, and keep track of everything with ease.

Curious about how online assessments can work for you and your business? Try out Agolix for free today, and let us know what types of integrations you’re excited to try out!