Real Life Scenario

Connecting Aurea CRM and Limesurvey

Features

Aurea CRM

  • Leading CRM software with industry-specific solutions
  • Fully Customizable
  • Centralized Master Data
  • Integrated Company Process
  • Powerful Campaign Management

Limesurvey

  • Open Source and Free
  • Extensive Survey Platform
  • Complete Survey Functionalities
  • Various built-in Logic and Randomization
  • Active Support from Community Forum

 

Scenario

MessageBroker - RLS - UpdateCRM-Limesurvey - Plan

Plan

Your company is organizing an event in a couple of weeks and you want to know which of your clients are going to attend the event. You can invite Mike and all your other clients to participate in the survey you have created on Limesurvey through Aurea CRM. In this case the clients can answer with yes or no and the number of people he/she is bringing with.

 

 

 

MessageBroker - RLS - UpdateCRM-Limesurvey - Invitation

Invitation

Mike will receive an email invitation to participate in the survey.

All he needs to do is to click the link provided in the email. New survey window will automatically open and Mike can now conveniently fill in the survey.

 

 

MessageBroker - RLS - UpdateCRM-Limesurvey - Response

Response

Mike’s answer in the survey will automatically be reflected in Aurea CRM>Activities table>Response column. Therefore you will no longer need to input the response from each recipient manually.

Based on the response, each recipient will proceed to the respective follow-up activity as you have designed in Aurea CRM.

Since Mike answered with yes and is coming alone, he will be automatically grouped into the Confirmation Target Group in Aurea CRM where he agrees to receive the additional information.

 

 

New Leads

After completing the survey, Mike will receive a confirmation email provided with a link he can share with his colleagues to also participate in the survey.
The new participants have to register into our system before they can start the survey. All this information will be saved in Aurea CRM for future campaign needs.

 

 

Download Components

MessageBroker Core - First Free Middleware System

MessageBroker Core

Try the scenario mention above or use your own ideas and start connecting your systems. You can download MessageBroker-Core for free by clicking here.

MessageBroker Connector Aurea CRM

Aurea CRM Connector

This connector is available on our ConnectorHub page.
Download Aurea CRM Connector  

MessageBroker Connector Limesurvey

Limesurvey Connector

This connector is available on our ConnectorHub page.
Download Limesurvey Connector  

 

 

 

About MessageBroker

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