SurveyMonkey

Finseo connects to SurveyMonkey through Zapier or Make. SurveyMonkey native webhooks only send a response ID, not the answers, so a Zap or scenario with the trigger "SurveyMonkey, New Response with details" fetches the full response and forwards it with a Webhooks POST action. The JSON body carries channel (the "How did you hear about us?" answer), freetext (the open-text answer), and respondentEmail. Finseo normalizes the answer into channel buckets and merges it with later conversions via email.

1. 01

   Customer surveys with an AI source question

   Add "ChatGPT or another AI assistant" as an option to your SurveyMonkey "How did you hear about us?" question. Finseo counts those responses under AI Search and names the engine where the answer specifies one.

2. 02

   Revenue attribution by email

   When a SurveyMonkey respondent later converts (an order, deal, or payment sent to the same Finseo webhook), Finseo merges the two by email within 90 days and attributes the revenue to the AI engine named in the survey.

3. 03

   Onboarding and NPS surveys

   Many B2B teams ask the source question in onboarding or NPS surveys rather than at checkout. Those SurveyMonkey answers flow into Finseo the same way and enrich attribution for SaaS sign-ups.

4. 04

   Open-text AI mentions

   Respondents who type "asked Perplexity for recommendations" in an open-text field are captured via the freetext field. Finseo reads the text and classifies the response under AI Search.

5. 05

   AEO reporting with self-reported data

   Combine SurveyMonkey self-reported attribution with AI visibility scores in Finseo to show how Answer Engine Optimization (AEO) work translates into customers who found you through AI answers.

SurveyMonkey is one of the most widely used survey platforms in the world, and "How did you hear about us?" is a question many teams already ask in it. Those answers are the most reliable signal for channels that never pass a referrer, and AI answers from ChatGPT, Perplexity, Claude, Gemini, and Google AI Overviews are exactly that. The catch is that SurveyMonkey webhooks only send a response ID. Finseo solves this with a Zapier or Make step that fetches the full answers, so you get revenue per AI engine from a survey you are already running.

1. 01

   Get your Finseo webhook URL

   In Finseo, click Connect on the SurveyMonkey integration card to reveal your project webhook URL with its token.

2. 02

   Create a Zap or Make scenario

   Choose the trigger "SurveyMonkey, New Response with details". Only this variant fetches the answer texts. The plain "New Response" trigger returns just a response ID.

3. 03

   Add a Webhooks POST action

   Add the action Webhooks, then POST (JSON) and paste your Finseo webhook URL.

4. 04

   Map the JSON body

   Set channel to the answer of "How did you hear about us?", freetext to the open-text answer, and respondentEmail to the respondent email. Turn the Zap on.

5. 05

   Test and check Attribution

   Submit a test response. It appears in the Finseo Attribution dashboard, and later conversions from the same email are merged automatically within 90 days.

How does Finseo connect to SurveyMonkey?

Via Zapier or Make. A Zap or scenario triggers on "SurveyMonkey, New Response with details", which fetches the full answers, and then POSTs channel, freetext, and respondentEmail as JSON to your Finseo webhook URL. Finseo normalizes the answer and merges it with conversions by email.

Via Zapier or Make. A Zap or scenario triggers on "SurveyMonkey, New Response with details", which fetches the full answers, and then POSTs channel, freetext, and respondentEmail as JSON to your Finseo webhook URL. Finseo normalizes the answer and merges it with conversions by email.

Why can I not point the SurveyMonkey webhook directly at Finseo?

Because SurveyMonkey native webhooks only carry a response ID, not the answers themselves. A direct webhook would give Finseo nothing to classify. Zapier and Make fetch the full response for you when you use the "New Response with details" trigger, which is why the integration goes through them.

Because SurveyMonkey native webhooks only carry a response ID, not the answers themselves. A direct webhook would give Finseo nothing to classify. Zapier and Make fetch the full response for you when you use the "New Response with details" trigger, which is why the integration goes through them.

The trigger only returns a response ID. What went wrong?

You picked the plain "New Response" trigger. Switch the Zap or scenario to "New Response with details". Only that variant includes the answer texts. After changing the trigger, re-test with a fresh SurveyMonkey response so the mapped fields populate correctly.

You picked the plain "New Response" trigger. Switch the Zap or scenario to "New Response with details". Only that variant includes the answer texts. After changing the trigger, re-test with a fresh SurveyMonkey response so the mapped fields populate correctly.

Which fields should the POST body contain?

Three fields: channel (the answer to "How did you hear about us?"), freetext (the open-text answer, if any), and respondentEmail (the respondent email). Email is the merge key that links the survey response to later orders, deals, or payments within a 90-day window.

Three fields: channel (the answer to "How did you hear about us?"), freetext (the open-text answer, if any), and respondentEmail (the respondent email). Email is the merge key that links the survey response to later orders, deals, or payments within a 90-day window.

How does Finseo classify SurveyMonkey answers?

By keywords in the answer text. Options that mention ChatGPT, Perplexity, Claude, Gemini, Copilot, or "AI" map to AI Search and the named engine. Google, Instagram, or a friend map to their own channels. Unrecognized wording lands in "other" until you add translation rules.

By keywords in the answer text. Options that mention ChatGPT, Perplexity, Claude, Gemini, Copilot, or "AI" map to AI Search and the named engine. Google, Instagram, or a friend map to their own channels. Unrecognized wording lands in "other" until you add translation rules.

Answers arrive but land in channel "other". How do I fix it?

Map your SurveyMonkey answer options to channel names inside the Zap, for example with a Formatter step, or add translation rules in Finseo under Attribution, then Workflows. Either approach converts custom option labels into AI Search, ChatGPT, Perplexity, and other channels.

Map your SurveyMonkey answer options to channel names inside the Zap, for example with a Formatter step, or add translation rules in Finseo under Attribution, then Workflows. Either approach converts custom option labels into AI Search, ChatGPT, Perplexity, and other channels.

Can I attribute revenue per AI engine from SurveyMonkey?

Yes, as long as conversions reach Finseo too. Send orders, deals, or payments to the same project webhook, for example from Shopify, Stripe, or your CRM. Finseo merges them with the SurveyMonkey answer by email and shows revenue per AI engine in the Attribution dashboard.

Yes, as long as conversions reach Finseo too. Send orders, deals, or payments to the same project webhook, for example from Shopify, Stripe, or your CRM. Finseo merges them with the SurveyMonkey answer by email and shows revenue per AI engine in the Attribution dashboard.

Do I need a paid Zapier or SurveyMonkey plan?

Finseo includes all integrations on every plan with no per-integration fees. On the Zapier side, the Webhooks action is a premium app and requires a paid Zapier plan. Make offers an equivalent HTTP module. Check your SurveyMonkey plan for API and integration access.

Finseo includes all integrations on every plan with no per-integration fees. On the Zapier side, the Webhooks action is a premium app and requires a paid Zapier plan. Make offers an equivalent HTTP module. Check your SurveyMonkey plan for API and integration access.