Use OAuth 2.0 to securely authorize the Surveys API to access your SuperOffice CRM data. Generate a client credential, exchange for an access token, and apply the required scopes to read survey results and write contact data.
Grant permissions in SuperOffice CRM for the Surveys API integration. Create an API key or OAuth client, assign the necessary scopes, and store tokens securely.
POST /social-media-posting/:locationId/posts; PUT /social-media-posting/:locationId/posts/:id; DELETE /social-media-posting/:locationId/posts/:id; PATCH /social-media-posting/:locationId/posts/:id
Trigger when a new survey is submitted in Surveys API to automatically update related CRM records.
Update contact, lead, or notes in SuperOffice CRM; create tasks or alerts for follow-up.
POST /surveys-api/v1/events
survey_id, contact_id, event_type
Daily or weekly batch sync from Surveys API to SuperOffice CRM
Sync all survey responses and update corresponding CRM records in bulk
PUT /surveys-api/v1/bulk-sync
batch_id, timestamp
CRM events (new contact, updated lead) trigger surveys data fetch
Populate related fields, create follow-up tasks, or update notes
PATCH /surveys-api/v1/automation
record_id, field_mappings
Faster, automated data flows without writing custom code
Consistent data across survey responses and CRM records
Easier onboarding and quicker time-to-value for teams
Key elements include API authentication, endpoint paths, data mappings, and event-driven triggers that keep Surveys API and SuperOffice CRM in sync without manual work.
Application Programming Interface that enables two systems to communicate and exchange structured data.
Standard authorization framework to grant limited access to your resources without sharing passwords.
A specific URL path in an API that performs a defined operation like create, read, update, or delete data.
A callback URL that receives real-time event data from another service when a specific action occurs.
Automatically generate a follow-up task in SuperOffice CRM when a survey is submitted, capturing the respondent’s email and key responses.
Attach summarized survey results to the corresponding contact record as a note for quick reference.
Push aggregated survey data to a CRM dashboard or reporting endpoint for leadership visibility.
In your GHL console, create an OAuth client for Surveys API and authorize SuperOffice CRM to access your data.
Map survey fields to corresponding SuperOffice CRM fields so data lands in the right place.
Run a test sync, validate results, then enable automatic syncing.
No. This integration is designed for no-code adoption. Use the GHL visual builder to set up triggers, actions, and mappings. For advanced users, you can still customize via endpoints and webhooks.
You can sync essential survey data (responses, scores, and metadata) and critical CRM fields (contact info, leads, and notes). You can tailor mappings to match your data model.
All data transfers use TLS encryption and OAuth 2.0 tokens. Rotate credentials regularly and monitor access logs.
Yes. You can customize field mappings, triggers, and actions to fit your processes with GraphQL-like predicates or standard REST endpoints.
Use the built-in dashboard and webhooks to track sync status. Logs and alerts can be configured to notify your team of failures.
If the connection is interrupted, the system will retry automatically and resume syncing once the connection is restored.
We offer a sandbox environment to safely test integrations before going live.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
