ClearlyRated helps B2B firms credibly differentiate themselves based on their service.
Integrate and automate your client experience survey data
with our existing CRM/ATS integrations and API
Looking to get even more out of your client experience surveys?
Integrate ClearlyRated with the systems you already use! Whether you're hoping for easier access to survey results or to streamline your operational workflow, our integrations can help.
You can now connect your survey feedback into the tools your team is already using on a daily basis—making your ability to center client relationships in your everyday interactions more accessible than ever.
There are two primary reasons most companies compliment their ClearlyRated surveys with our custom integrations:
1. To view and distribute survey feedback more easily.
When we integrate our survey results with your existing systems, your clients' and candidates' individual feedback appears in the applications your team already operates in each day. This allows you to:
2. To automate the survey feedback collection process.
It's extremely valuable to survey your clients/candidates regularly, and it's most effective to collect feedback as close to their experience with your firm as possible. But as you may know, it can be a lot of work to compile the information necessary to survey on an ongoing or periodic basis.
With ClearlyRated's integrations with your CRM, ATS, or other operational management application, this work can be done for you. With a small initial investment of time setting up the system on the front end, processes like compiling your contact lists and scheduling your survey sends become seamless when automated through the data management system you're already using.
ClearlyRated has done the heavy lifting of building an integration specific to popular CRM and ATS applications for the industries we most frequently support.
We are constantly evaluating and adding more to this list, so check back often or let us know which future integrations would be most useful for you!
Yes, ClearlyRated has an API and a custom integration option that utilizes our API.*
If you have access to development resources and would like to create a more advanced integration where your survey feedback is written back into your CRM, billing system, ERP, custom-built app, etc., then our API and custom integrations give you the capacity to build a system or data workflow that best addresses the unique needs of your organization.
To get started with this option, view our API docs.
For more insight into how to implement custom integration using our API, view our Custom View Response Integration example.
*API and custom integrations with our API are available at Enterprise subscription level.
Ready to integrate? Find the instructions for the integration you're looking for below.
Looking for our custom integrations? Get started with our API docs.
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Full survey automation for MS Dynamics coming soon!
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Interested in learning more about how our integrations can enhance the value of your survey program?
Have a suggestion or request for our next integration?
Please contact our team and we'll be happy to help you!