Survey answers as Close notes, tasks and leads
Add notes and tasks to Close leads from survey answers, or create a new lead when someone asks to talk, through a Zap that runs the moment they answer.
From an answer in Usertick to Close
Close keeps sales moving, and an answer can change the next call. A Zap adds the answer as a note on the lead, creates a task to follow up, or creates a lead for someone who asked about a plan.
The Zap starts in Usertick. It can run on every new answer, once the AI has read one, when one turns urgent or when its status changes, and a workflow can hand over only the answers its conditions pick.
Pick a survey in the trigger, and each question arrives as its own field, so the score and the comment land in the Close fields you choose. The answer's email, page, country, device and AI reading come with it.
- Plan
- Every plan in Usertick, 1 Zap on Free
- Connects through
- The Usertick app on Zapier
- Zapier plan
- Zapier's free plan runs this two-step Zap
- Starts when
- An answer arrives, the AI reads it, it turns urgent, its status changes or a workflow reaches its Zapier step
What the Zap can do in Close
Choose the action in Usertick, and Zapier opens with the trigger and the action already in place.
- 01Add a note to a lead
- 02Create a task
- 03Create a lead
Zapier's page for Close listed 68 actions and searches on November 1, 2026. These fit survey answers best.
- Create Note
- Create Custom Activity
- Create Task
- Create Call Task
- Subscribe Contact to Workflow
- Create Lead
- Create Opportunity
- Update Lead
- Create Email
- Find Lead
- Find Contacts
Three Zaps to build with Close
Each one starts on a Usertick trigger and uses an action from Zapier's page for Close.
Log an NPS answer as a Close Custom Activity
New Response watches the NPS survey, Find Lead searches by Respondent email, and Create Custom Activity records the survey on that lead, with Q1 and Survey name in the activity's custom fields.
Close action: Create Custom Activity
Queue a Close call task when an answer turns urgent
Once an answer turns urgent, Urgent Feedback gives a rep a call task on the lead, with AI theme, the Answers and the Response link in the task text, so the call starts with what the customer wrote.
Close action: Create Call Task
Enroll promoters in a Close Workflow
Workflow Step receives the high NPS scores your Usertick workflow keeps, the Zap finds the contact by Respondent email, and Subscribe Contact to Workflow enrolls them in the Close Workflow that asks for a referral.
Close action: Subscribe Contact to Workflow
Zapier's free plan runs a Zap with one action. A Zap with a search step or a filter has more steps and takes a paid Zapier plan.
What Usertick sends to Zapier
Every trigger carries these fields, ready to map into Close.
Attachments such as screenshots stay in Usertick, because a Zap can't open their links. The Response link opens the answer with its files in the inbox.
Connect Close in three steps
Settings opens Zapier with the trigger and the action already in place.
- 1
Pick the action in Usertick
Open Settings, then Integrations, select Close and choose what the Zap does there.
- 2
Sign in on Zapier
Sign in to Usertick from the Zap and choose the organization when you allow access.
- 3
Map the fields and turn it on
Pick the survey to watch, map the answer's fields to Close and turn the Zap on.
To send only some answers, add a Zapier step for Close to a workflow instead. The workflow's conditions decide which answers reach the Zap, and the workflow can be published once its Zap is on.
Read the setup guideFrequently asked questions
In Close, a lead is a company with contacts inside it, and the Respondent email belongs to one of those contacts. A Find Lead step searches with that address and returns the lead's ID, which Create Note requires.
Yes, when the score is stored on the lead. Update Lead can write Q1 to a custom field you added in Close, and a Smart View can then filter leads on that field.
Zapier comes with every plan in Usertick, and Free runs 1 Zap. On Zapier, a two-step Zap like this one runs on the free plan.
No. The Zap signs in with your Usertick account, and you choose the organization when you allow access. API keys are for Usertick's REST API.
Yes. Response Analyzed filters by type and urgency, Urgent Feedback runs once for each answer that turns urgent, and a workflow's Zapier step hands over only the answers its conditions pick.
Pick the survey in the trigger. Each question then arrives as its own field, such as Q1 with the score, ready to map into Close.
A Zap that starts in Close can use Usertick's actions. Update Response sets an answer's status, type or urgency, Add Comment adds a note your team sees in the inbox, and Find Response looks up an answer by email or ID first.
No. Attachments stay in Usertick, because a Zap can't open their links. The Response link field opens the answer, with its files, in the inbox.
More integrations
Listen better, act faster, and build what truly matters.
Start free, see what your customers mean, and get each answer to the person who can act on it.
- 150 responses a month on Free
- Every channel and AI analysis
- No card needed