Survey Booker AI Integration: How It Works and How to Connect It
The Survey Booker AI integration lets MessageMind's AI agent read live Survey Booker data and reply across WhatsApp, SMS, Instagram, email and web chat.
The Survey Booker AI integration connects Survey Booker to MessageMind so an AI agent can read live context and reply across every channel your customers use. Connect Survey Booker to bring your customers' names, email addresses and phone numbers into your MessageMind contacts. You connect it under Connections > Integrations with the API URL and GET API key from your Survey Booker account.
What is the Survey Booker AI integration?
Connect Survey Booker to bring your customers' names, email addresses and phone numbers into your MessageMind contacts. You connect it under Connections > Integrations with the API URL and GET API key from your Survey Booker account. Connecting picks up only customers created or changed in the last day, so older customers come in through an import from Contacts in the Workspace. After that, MessageMind checks Survey Booker for new and changed customers about every 15 minutes.
You can see every supported integration on the MessageMind integrations page, and the full technical reference for this one lives in the Survey Booker documentation. If you prefer to see it in action first, book a demo and we will walk you through the live flow.
What the Survey Booker integration can do
The Survey Booker AI integration ships with the following capabilities out of the box:
- Import Survey Booker customers into Contacts in the Workspace, by stage or by record ID.
- Pick up customers added or edited in Survey Booker about every 15 minutes, with no new import needed.
- Match a customer to an existing contact with the same email address or phone number, so the same person is not added twice.
Data read and written
The Survey Booker AI integration touches a scoped set of fields. Here is exactly what moves between the two systems:
| Direction | What it covers |
|---|---|
| Read | Each customer's name. A customer with no name shows as "Unnamed Survey Booker contact". |
| Read | One email address per customer. |
| Read | One phone number per customer. |
How to set up the Survey Booker AI integration
Setup takes a few minutes once your Survey Booker account is live. The outline:
- In Survey Booker, go to Settings > API.
- Copy the API URL and the GET API key. The API URL is specific to your firm.
- In MessageMind, open Connections > Integrations.
- Find Survey Booker under CRM, or type survey in the Search integrations box.
- Click Connect on the Survey Booker row. The Connect Survey Booker window opens.
- Paste the API URL into the API URL field exactly as Survey Booker shows it, {Module_Name} included.
The step-by-step walkthrough, including every button and field, is in the Survey Booker documentation.
Limitations to know
The Survey Booker integration ships with a deliberately scoped surface. These are the limits worth knowing before you depend on it:
- There is no option to import every Survey Booker customer in one go. Each import takes one stage or one record ID, so run one import per stage.
- An import by record ID brings in a single customer.
- Customers with neither an email address nor a phone number are not brought in. An import counts them as Invalid.
- An import leaves contacts that already exist in MessageMind unchanged and counts them as Skipped.
- Only one Survey Booker import runs at a time. If you start another while one is running, the window shows the running import and your new stage or record ID is not imported. Start it again once the first one has finished.
Pricing and plan availability
The Survey Booker AI integration is available on MessageMind's paid plans. The MessageMind pricing page lists which plan is required and what each tier includes. There is no extra per-integration fee; the connection is part of your account.
Frequently asked questions
What is the Survey Booker AI integration?
The Survey Booker AI integration is the native connection between Survey Booker and MessageMind. Once connected, the AI agent can read live Survey Booker context during a conversation and act on it (for example answering a stock question, booking an appointment or updating a contact) across WhatsApp, Instagram, SMS, email and web chat.
How do I connect Survey Booker to MessageMind?
Open the Survey Booker integration page inside your MessageMind dashboard and follow the connect flow. The full step-by-step with every field label and screenshot is in the Survey Booker documentation.
How does authentication work for the Survey Booker integration?
You paste two values from your Survey Booker account into the Connect Survey Booker window: the API URL and the API key. MessageMind stores these credentials encrypted at rest and uses them only server-side, so they never reach the browser or any third party.
What does the AI agent do once Survey Booker is connected?
It works with live Survey Booker data during the conversation. The first capability in the Survey Booker documentation reads: "Import Survey Booker customers into Contacts in the Workspace, by stage or by record ID." The full list, with every field the integration reads and writes, is in the documentation.
The Survey Booker row is dimmed, and hovering Connect shows that another integration "is already connected for CRM". What should I do?
Only one CRM integration can be active at a time. Disconnect the one named in the message, then connect Survey Booker.
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