Overview

SurveyAnalytica integrates with a wide range of third-party tools and communication channels, enabling you to connect your existing tech stack, automate workflows, and reach your audience wherever they are. The Integration Service (SAIntegrationService) provides over 30 integration routes covering messaging, social media, productivity tools, data sources, and payment processing.

Available Integrations

Messaging and Communication

• Email: Send and receive emails through connected email accounts. Use for survey distribution, campaign outreach, and conversation management.
• SMS: Send text messages for survey invitations, reminders, and notifications. Supports inbound SMS for two-way conversations.
• WhatsApp: Full WhatsApp Business API integration including template messages, interactive messages, WhatsApp Flows, and two-way conversations. Supports media attachments and rich message formats.
• WhatsApp Flows: Create and manage WhatsApp Flow experiences that guide users through structured interactions directly within WhatsApp.

Social Media

• Facebook: Connect Facebook pages for social listening, post analytics, and automated responses.
• Instagram: Integrate with Instagram for direct message automation and content engagement tracking.
• LinkedIn: Connect LinkedIn for professional networking integrations and outreach.
• Twitter: Twitter/X integration for social monitoring and engagement.
• Facebook Messenger: Automate conversations through Facebook Messenger with chatbot capabilities.

Collaboration Tools

• Slack: Send notifications, survey links, and alerts to Slack channels. Receive responses and trigger workflows from Slack interactions.
• Microsoft Teams: Similar to Slack integration — send messages, notifications, and survey links to Teams channels and users.

Data and Productivity

• Google Sheets: Export survey responses and analytics data directly to Google Sheets. Import data from Sheets for analysis.
• Excel: Generate and download Excel reports from analytics data.
• External Data: Connect to external data sources through custom API integrations.
• Webhook: Send and receive data via webhooks for custom integrations with any system that supports HTTP callbacks.
• Social Webhook: Dedicated webhook handling for social media platform callbacks and events.

Calendar and Scheduling

• Calendar: Calendar integration for scheduling surveys, campaigns, and follow-ups.
• Calendly: Embed Calendly scheduling directly within surveys for appointment booking.

Payments

• Stripe: Process payments through surveys with Stripe integration. Handle payment webhooks, subscription management, and checkout flows.

AI and Automation

• AI Routes: Integration routes for AI-powered features including content generation, survey building assistance, and automated analysis.

User and Contact Management

• Contact List: Manage and sync contact lists across integrations.
• Users: User management and authentication integration routes.
• Onboarding: Automated onboarding flows for new users and contacts.

Workflow and Automation

• Flow Actions: Execute workflow actions triggered by events across any integrated channel.
• Campaign: Campaign management integration for cross-channel campaign orchestration.
• Task: Task management integration for creating and tracking follow-up actions.
• Notifications: Push notification delivery through integrated channels.
• Media: Media file handling for attachments, images, and documents across channels.

Connecting an Integration

Account-Level Integrations

Navigate to Account Settings and then the Integrations tab to manage workspace-level integration connections:

1. Select the integration you want to connect.
2. Follow the authentication flow (OAuth, API key, or credentials).
3. Configure integration-specific settings (default channels, templates, etc.).
4. Test the connection to verify it is working.

Survey/Campaign-Level Integrations

When creating a survey or campaign, you can enable specific integrations for distribution:

1. Open the survey or campaign editor.
2. Navigate to the distribution or channel settings.
3. Enable the desired channels (Email, SMS, WhatsApp, etc.).
4. Configure channel-specific settings (templates, sender, timing).

Using Integrations in Workflows

Integrations power the workflow automation engine. Within a workflow, you can:

• Send messages: Deliver survey invitations or notifications via any connected channel.
• Trigger on events: Start workflows when a message is received, a survey is completed, or a contact engages.
• Data sync: Automatically push data to external systems when conditions are met.
• Multi-channel campaigns: Orchestrate campaigns that span multiple channels with conditional logic for channel selection.

Managing Integrations

• View status: Check which integrations are active, expired, or need re-authentication.
• Refresh credentials: Update OAuth tokens or API keys when they expire.
• Disconnect: Remove an integration connection while preserving historical data.
• Test: Send test messages or verify connectivity at any time.