How to Send Quiz Leads to Your CRM¶
Connect your quiz to a CRM service such as Klaviyo or Mailchimp, and every contact from the quiz is added to your account there. You can then build email campaigns around what each customer answered.
Which services connect on their own depends on your platform and your version of the app, so open your tab below.
Direct integrations¶
The app sends the quiz data to these services itself. No other tool is needed.
- Shopify Customers: every customer who leaves an email is added to your Shopify Customers list. The profile carries the name, email, phone number and customer tags from the quiz.
- Shopify Flow: start a Shopify Flow workflow when a customer finishes the quiz.
- Klaviyo: contacts are added to your Klaviyo Profiles, and to a List if you pick one. Segment on the answers, then build a flow for each segment.
- HubSpot: quiz results are sent to your HubSpot account. Segment your contacts on their answers, then write a campaign for each group.
- Mailchimp: the email, the name and the customer tags are sent to your audience. Segment your audience on those tags and follow up. Recommended products are not sent, so pick another service if you need them.
- Omnisend: quiz results are sent to your Omnisend mailing list as each customer finishes. Segment that list on the answers, then send a campaign to each segment.
- Zapier: Zapier connects to thousands of apps, including most CRMs, and passes your quiz leads on to any service it supports.
- Webhooks: the full quiz data goes to any endpoint you choose. That covers the answers, the recommended products and the contact details.
- Shopify Customers: every customer who leaves an email is added to your Shopify Customers list. The profile carries the name, email, phone number and customer tags from the quiz.
- Shopify Flow: start a Shopify Flow workflow when a customer finishes the quiz.
- Klaviyo: contacts are added to your Klaviyo Profiles, and to a List if you pick one. Segment on the answers, then build a flow for each segment.
- HubSpot: quiz results are sent to your HubSpot account. Segment your contacts on their answers, then write a campaign for each group.
- Mailchimp: the email, the name and the customer tags are sent to your audience. Segment your audience on those tags and follow up. Recommended products are not sent, so pick another service if you need them.
- Omnisend: quiz results are sent to your Omnisend mailing list as each customer finishes. Segment that list on the answers, then send a campaign to each segment.
- Zapier: Zapier connects to thousands of apps, including most CRMs, and passes your quiz leads on to any service it supports.
- ActiveCampaign: every quiz response becomes an ActiveCampaign contact, with the answers attached as custom fields and the quiz tags as native tags.
- Webhooks: the full quiz data goes to any endpoint you choose. That covers the answers, the recommended products and the contact details.
- Klaviyo: contacts are added to your Klaviyo Profiles, and to a List if you pick one. Segment on the answers, then build a flow for each segment.
- HubSpot: quiz results are sent to your HubSpot account. Segment your contacts on their answers, then write a campaign for each group.
- Mailchimp: the email, the name and the customer tags are sent to your audience. Segment your audience on those tags and follow up. Recommended products are not sent, so pick another service if you need them.
- Omnisend: quiz results are sent to your Omnisend mailing list as each customer finishes. Segment that list on the answers, then send a campaign to each segment.
- Zapier: Zapier connects to thousands of apps, including most CRMs, and passes your quiz leads on to any service it supports.
- ActiveCampaign: every quiz response becomes an ActiveCampaign contact, with the answers attached as custom fields and the quiz tags as native tags.
- Webhooks: the full quiz data goes to any endpoint you choose. That covers the answers, the recommended products and the contact details.
- Klaviyo: contacts are added to your Klaviyo Profiles, and to a List if you pick one. Segment on the answers, then build a flow for each segment.
- HubSpot: quiz results are sent to your HubSpot account. Segment your contacts on their answers, then write a campaign for each group.
- Mailchimp: the email, the name and the customer tags are sent to your audience. Segment your audience on those tags and follow up. Recommended products are not sent, so pick another service if you need them.
- Omnisend: quiz results are sent to your Omnisend mailing list as each customer finishes. Segment that list on the answers, then send a campaign to each segment.
- Zapier: Zapier connects to thousands of apps, including most CRMs, and passes your quiz leads on to any service it supports.
- ActiveCampaign: every quiz response becomes an ActiveCampaign contact, with the answers attached as custom fields and the quiz tags as native tags.
- Webhooks: the full quiz data goes to any endpoint you choose. That covers the answers, the recommended products and the contact details.
- Klaviyo: contacts are added to your Klaviyo Profiles, and to a List if you pick one. Segment on the answers, then build a flow for each segment.
- HubSpot: quiz results are sent to your HubSpot account. Segment your contacts on their answers, then write a campaign for each group.
- Mailchimp: the email, the name and the customer tags are sent to your audience. Segment your audience on those tags and follow up. Recommended products are not sent, so pick another service if you need them.
- Omnisend: quiz results are sent to your Omnisend mailing list as each customer finishes. Segment that list on the answers, then send a campaign to each segment.
- Zapier: Zapier connects to thousands of apps, including most CRMs, and passes your quiz leads on to any service it supports.
- ActiveCampaign: every quiz response becomes an ActiveCampaign contact, with the answers attached as custom fields and the quiz tags as native tags.
- Webhooks: the full quiz data goes to any endpoint you choose. That covers the answers, the recommended products and the contact details.
- Klaviyo: contacts are added to your Klaviyo Profiles, and to a List if you pick one. Segment on the answers, then build a flow for each segment.
- HubSpot: quiz results are sent to your HubSpot account. Segment your contacts on their answers, then write a campaign for each group.
- Mailchimp: the email, the name and the customer tags are sent to your audience. Segment your audience on those tags and follow up. Recommended products are not sent, so pick another service if you need them.
- Omnisend: quiz results are sent to your Omnisend mailing list as each customer finishes. Segment that list on the answers, then send a campaign to each segment.
- Zapier: Zapier connects to thousands of apps, including most CRMs, and passes your quiz leads on to any service it supports.
- ActiveCampaign: every quiz response becomes an ActiveCampaign contact, with the answers attached as custom fields and the quiz tags as native tags.
- Webhooks: the full quiz data goes to any endpoint you choose. That covers the answers, the recommended products and the contact details.
Indirect integrations¶
These services have no direct connection in this version. Route the data through Zapier or Webhooks, or export your responses as a CSV file and upload that file yourself.
- ActiveCampaign: Zapier is the shortest of the three, because it has a ready-made ActiveCampaign connector.
- MailerLite: the guide covers each route in full.
Any other service works the same way. You can also send result emails from the app, or download all responses as a CSV file and upload that file to the other service.
MailerLite has no direct connection. Route the data through Zapier or Webhooks, or export your responses as a CSV file and upload that file yourself. The MailerLite guide covers each route in full.
Any other service that is not listed above works the same way. You can also send result emails from the app, or download all responses as a CSV file and upload that file to the other service.
MailerLite has no direct connection. Route the data through Zapier or Webhooks, or export your responses as a CSV file and upload that file yourself. The MailerLite guide covers each route in full.
Any other service that is not listed above works the same way. You can also send result emails from the app, or download all responses as a CSV file and upload that file to the other service.
MailerLite has no direct connection. Route the data through Zapier or Webhooks, or export your responses as a CSV file and upload that file yourself. The MailerLite guide covers each route in full.
Any other service that is not listed above works the same way. You can also send result emails from the app, or download all responses as a CSV file and upload that file to the other service.
MailerLite has no direct connection. Route the data through Zapier or Webhooks, or export your responses as a CSV file and upload that file yourself. The MailerLite guide covers each route in full.
Any other service that is not listed above works the same way. You can also send result emails from the app, or download all responses as a CSV file and upload that file to the other service.
MailerLite has no direct connection. Route the data through Zapier or Webhooks, or export your responses as a CSV file and upload that file yourself. The MailerLite guide covers each route in full.
Any other service that is not listed above works the same way. You can also send result emails from the app, or download all responses as a CSV file and upload that file to the other service.
This article explains which CRM services your quiz connects to on its own, and how to reach the rest.