Survey answers as Freshsales notes, tasks and contacts
Add survey answers to Freshsales as notes on the contact, tasks for the owner or new contacts, through a Zap that starts as soon as an answer comes in.
From an answer in Usertick to Freshsales
The contact's owner sees what was said without leaving Freshsales. A Zap adds the answer as a note, creates a task to call back, or adds the person as a new contact when they aren't in the CRM yet.
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 Freshsales 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 Freshsales
Choose the action in Usertick, and Zapier opens with the trigger and the action already in place.
- 01Add a note to a contact
- 02Create a task
- 03Create a contact
Zapier's page for Freshsales listed 20 actions and searches on November 1, 2026. These fit survey answers best.
- Add Note to Contact
- Create Task
- Create Contact
- Update Contact
- Create Deal
- Update Deal
- Create Account
- Update Account
- Find Contact by Unique Fields
Three Zaps to build with Freshsales
Each one starts on a Usertick trigger and uses an action from Zapier's page for Freshsales.
Note urgent feedback on a Freshsales contact
Urgent Feedback adds one note per urgent answer to the contact whose email matches the Respondent email, with AI theme, AI sentiment and the Response link in the note's text.
Freshsales action: Add Note to Contact
Store the latest score on a Freshsales contact
Each answer to the survey you select starts New Response, Find Contact by Unique Fields locates the person by Respondent email, and Update Contact writes Q1 and Survey name to custom fields you added in Freshsales.
Freshsales action: Update Contact
Give a low score a Freshsales task
Scores below your line meet a workflow's conditions, and its Workflow Step runs Create Task with the Survey name in the title and the Response link in the description, so the callback waits in Freshsales as a task.
Freshsales action: Create Task
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 Freshsales.
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 Freshsales 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 Freshsales 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 Freshsales and turn the Zap on.
To send only some answers, add a Zapier step for Freshsales 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
Update Account can write the latest score or AI theme to custom fields on the sales account after Find Account returns it. Find Account searches by account name, so a survey question that asks for the company supplies the value.
Find Contact by Unique Fields returns nothing for an address Freshsales doesn't know, so a later step that needs the contact has no record to use. Create Contact can add the person first, with the Respondent email as the contact's email.
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 Freshsales.
A Zap that starts in Freshsales 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.
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