Lead integrations

Automatically add leads to your Survey Booker account using our data feeds:

  • Direct comparison site integrations
  • Custom API
  • Referrer accounts

Your quotes can be fed into your Survey Booker account automatically and leads sent an email providing them more information until you’re able to make contact.

Industry integrations

Feed bookings into

  • Survey Hub – diary management and report writing. Post instructions into Survey Hub and automatically retrieve updates from appointment date through to the final report.
  • GoReport – report writing software. Post instructions to GoReport and publish your final report directly to your customer via Survey Booker.
  • Landmark Quest – in review.

We’re continually adding integrations to Survey Booker to help feed your data into other systems. Need an integration? Speak to the team.

Terms and payment

Manage terms and payment with ease.

  • SignRequest – e-signed terms help provide an 85% error reduction and 80% productivity increase. Once signed they upload straight to the job record.
  • Stripe / Worldpay – process online payments with jobs automatically marked as paid.
  • Klarna – receive payment in full whilst your customers can pay in 3 instalments or in 30 days to manage their cashflow for more expensive jobs.

Making it easy for customers to sign terms and pay means you can process instructions faster and increase your conversion rates.

Connect everything

Connect all your systems to Survey Booker

  • Zapier – link Survey Booker to over 3000 apps including accounting software such as Xero and Quickbooks, diaries such as Outlook and Google and much more.
  • Outlook email – connect your Outlook email to automatically log sent and received emails for each job.
  • Analytics – track how users are using your quote forms and customer accounts.
  • SMS – send SMS messages to customers to update them throughout a job alongside the regular email updates.

Ready to make life easier?

View pricingBook a demo