Automation and integrations

make efficiency effortless

Get things done in a snap with Sogolytics, one of the most integrated feedback platforms in the industry.

Integrations for Enhanced Experience Management

Unlock the full potential of your data with Sogolytics’ seamless integration capabilities. By connecting effortlessly with your existing platforms — whether CRMs, HRMs, ERPs, payroll systems, or ticketing platforms — Sogolytics ensures that your survey distribution and data collection processes are automated and efficient.

Eliminate manual tasks, break down data silos, and enable real-time insights by syncing contacts, activities, and responses across all your systems.

Let Sogolytics do all the work

With powerful integrations to enhance your digital ecosystem, create a network of ease so that you can get the results you need without any of the heavy lifting.   Sogolytics empowers you to create smarter workflows, reduce manual effort, and increase efficiency.

Access data from anywhere

Want to pull data from your CRM into Sogolytics? Or perhaps you want to keep tabs about the results rolling in on your latest survey from Teams? We can do it all! With powerful integrations, Sogolytics works to enhance your digital ecosystem.

Trigger survey invitations

Be at the right place at the right time by triggering survey invitations based on specific actions. Did your customers just click buy? Send them an NPS survey pop-up without lifting a finger! By mapping triggers and assigning specific actions, you can capture the information you need with ease.

Set critical alerts

It isn’t always easy to monitor the subtle changes. That’s why setting critical alerts can help notify you about changing response trends, nudging early action and minimizing impact. Notice the NPS score drop a few points? An alert in your inbox or slack channel will ensure you take immediate action!

Create your own workflows

Increase efficiency, encourage ownership, and improve the work culture by creating seamless workflows. Ensure that everyone stays in the loop with notifications that alert them, wherever they are. Help employees work better together and create a work environment everyone loves.

CREATE PROCESSES YOUR EMPLOYEES LOVE


Automate processes, increase efficiency, and refocus your team on what matters the most to deliver exceptional employee and customer experiences at every turn. 
API Integrations
Enhance your productivity by effortlessly exporting data, sending surveys, updating contact lists, and performing a ton of other tasks, all within your digital ecosystem! By utilizing the Sogolytics API, you have the opportunity to effortlessly incorporate our platform into tailor-made applications, ensuring a seamless and effective user experience in all aspects.
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Zapier Integration
Our Zapier partnership allows Sogolytics to integrate with nearly 2000 platforms with ease! Find the platform of your choice, and follow a few simple steps to get the integration running. And just like that, you can gather the data you need at your convenience.
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Salesforce Integrations
Push and pull data from salesforce, view insights wherever you’d like, set triggers to be alerted to changing patterns, and more. Our Salesforce integration streamlines cross-platform communication, so you can track data, view insights, create reports, and more - all from the platform of your choice!
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Optimize for ease
You think it, we make it possible. From working across platforms to creating workflows and automating processes that will make your team thank you – we help you do it all. Our platform is designed to seamlessly integrate and operate across your digital ecosystem to make everything just that much easier.
Automated
Distribution (SFTP)
Upload contact information into an SFTP location to set up automated distribution. With flexible and comprehensive options to match your business needs, it’s ideal for recurring feedback invitations that you can set up at predetermined intervals. 
Webhooks
Create rules that automatically trigger the next steps based on survey responses. Send survey data and metadata as payloads to any API, facilitating real-time integrations to make your digital ecosystem as seamless as can be.
Email-to-Invite Integrations
If you have a third party that can send over the information for prospective participants, this integration can do the rest. It deciphers the email and sends the survey to everyone mentioned, no coding required.
Directory
Integration
Directories can do more than store contact lists. They are a repository of custom activities such as registrations, purchases, and support calls. This can be integrated with SFTP, making it ideal for action-based surveys, generating insights from both contact and activity fields.

Workflows that flow

Integrated for ease, discover the endless ways in which automation can change the game.

Easily automate tasks
Make it easier without lifting a finger. With API and Integrations, you can automatically trigger surveys, push and pull data across platforms, and more to increase efficiency and decrease the workload!
View live updates across platforms
Get everyone on the same page. Keep track of the changing response patterns by pushing real-time reports and updates into the productivity platforms used organization-wide.
Expand your possibilities
Created to do more, designed to grow. Sogolytics is created to scale with you. Connect it with your CRM tools, view data across platforms, streamline workflows, and ensure efficiency that propels the organization.
Power cross-platform communication
Make the most of all your tools by sending survey data to your tracking and analytics tools, pulling insights from other platforms, and ensuring your tools communicate so that you always see the full picture.
FAQs
How can automation help me?

Automation can free your team from many of the time-consuming repetitive processes. For example, you don’t need to keep checking your live reports for any updates, manually sending out survey invitations, or even dedicating time to reroute customer complaints to the right team members. With the right workflows in place, integrated with the platforms you already use, everything can happen without you having to lift a finger!

Not only will this free up time for your team to focus on more pressing tasks, but it can also help you create more efficient workflows that ensure everything continues to run smoothly while minimizing the risk of human error!

What if my tools are not included in the list of integrations offered through Zapier?

Sogolytics has partnered with Zapier to offer you hundreds of different integrations across the most popular platforms used by companies. However, on the off chance that the platforms you want to integrate with are not on Zapier, we also offer API!

API, or Application Programing Interface, is a mechanism that allows two software programs to communicate with one another by sending and receiving API calls or request for information.

Is there a limit to the integrations I can create?

We are focused on delivering an exceptional experience for all our clients. That’s why we have partnered with Zapier to ensure a seamless experience across platforms. If you want to create workflows beyond the platforms offered, we also have our API in place.

While there is no limit to the integrations you can create, performance may vary based on the complexity and number of active integrations.

What happens if I need more help?

Sogolytics has your back! Whether you need another set of eyes for your latest project, or advice on creating efficient workflows, our 24x7 customer support team is here for you. Simply reach out via the channel of your choice, and we can get you started.

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