Integrations make Refiner the powerful solution it is today. Since most survey responses are tied to a user ID, Refiner can send survey data to the tools you already use and receive user data from other systems. This allows you to trigger workflows, automate follow-up actions, enrich customer profiles, sync data to your analytics stack, and create more precise survey targeting.<\/p>\n\n\n\n
Two types of data integration<\/h2>\n\n\n\n
Refiner integrations can be grouped into two main categories:<\/p>\n\n\n\n
Integration type<\/th>
Direction<\/th>
Description<\/th><\/tr>
Data-out<\/td>
Refiner \u2192 third-party system<\/td>
Survey responses, survey events, tags, user traits, or segment matches are sent from Refiner to another tool.<\/td><\/tr>
Data-in<\/td>
Third-party system \u2192 Refiner<\/td>
User traits, user events, cohorts, or segment membership data are imported into Refiner.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
Some integrations support only one direction, while others support both data in and data out.<\/p>\n\n\n\n
The majority of Refiner integrations send data to other systems. This happens in real time when Refiner receives new survey data or when a configured trigger event occurs.<\/p>\n\n\n\n
Available triggers depend on the integration, but common triggers include:<\/p>\n\n\n\n
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New survey response<\/li>\n\n\n\n
New tag<\/li>\n\n\n\n
User entered segment<\/li>\n<\/ul>\n\n\n\n
Technically, Refiner sends a request to the third-party system whenever the selected trigger occurs. Depending on the integration, the request can include survey response data, survey metadata, user identifiers, tags, segment information, and selected user traits.<\/p>\n\n\n\n
Test integration<\/h3>\n\n\n\n
All integrations that send data include a Send test<\/strong> option in the integration footer. You can use this option to send existing test data from your account to the destination platform.<\/p>\n\n\n
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Logs<\/h3>\n\n\n\n
You\u2019ll also find a Show logs<\/strong> option in the footer of each integration page. This option displays the last 1,000 requests sent by the integration. For each request, you can review details such as the request status, the trigger that caused it, and the response returned by the third-party system.<\/p>\n\n\n
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Sync historical data<\/h3>\n\n\n\n
Integrations only sync new data after they have been configured. Refiner currently does not provide an option to sync historical survey response data through integrations.<\/p>\n\n\n\n
To export historical response data, use a CSV or Excel export from your Refiner account.<\/p>\n\n\n\n
Data-in integrations<\/h2>\n\n\n\n
Some integrations can also import user data into Refiner. Examples include Segment, RudderStack, Amplitude, Mixpanel, Make, Zapier, and the Refiner API.<\/p>\n\n\n\n
Imported data can include user traits, events, cohorts, or segment membership. Once imported, this data can be used in Refiner to create user segments and target surveys more precisely.<\/p>\n\n\n\n
Please note that Refiner does not control how long it takes for user data, such as traits and events, to arrive from third-party systems. If you want to trigger surveys in real time based on user events, we recommend tracking user events directly with the Refiner SDKs.<\/p>\n\n\n\n
Integration not listed?<\/h2>\n\n\n\n
Refiner is always working on adding more integrations. If you do not see the integration you are looking for, contact our team and tell us about your use case.<\/p>\n","protected":false},"excerpt":{"rendered":"
Integrations make Refiner the powerful solution it is today. Since most survey responses are tied to a user ID, Refiner can send survey data to the tools you already use and receive user data from other systems. This allows you to trigger workflows, automate follow-up actions, enrich customer profiles, sync data to your analytics stack, […]<\/p>\n
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