Add Survey Recipient
Add one email recipient to a survey for a later send without sending the survey now.
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Integrate Iterate
with your AI CRM
Iterate is a customer feedback platform for distributing surveys, analyzing responses, and managing company user privacy data.
Explore Triggers and Actions
Anonymize Company User
Irreversibly remove one Iterate user's email and attributes while retaining survey responses. Optionally also remove response properties. Requires an exact user ID and explicit confirm_anonymization=true.
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Bulk Anonymize Company Users
Irreversibly remove identifying data from every Iterate company user matching at least one explicit email, external-ID, or typed user-property selector while retaining survey responses. Requires confirm_bulk_anonymization=true.
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Bulk Delete Company User Data
Permanently delete every matching Iterate company user and all matching users' survey responses using explicit non-empty selectors. This cannot be undone and requires confirm_bulk_permanent_deletion=true.
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Delete Company User Data
Permanently delete one Iterate user object and all of that user's survey responses. This cannot be undone and requires an exact user ID plus explicit confirm_permanent_deletion=true.
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Get Survey
Return one survey's configuration and questions by survey ID. The action fails when Iterate embeds an error in an HTTP 200 response.
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Get Survey Stats
Return delivery, display, response-count, and response-rate statistics for one survey.
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Import Survey Recipients
Add a non-empty batch of email recipients to a survey without sending it, and return duplicate, failure, and success counts.
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List Survey Response Groups
Return one reverse-chronological page of completed survey submissions grouped by user, plus a continuation cursor.
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List Survey Responses
Return one reverse-chronological page of individual answers for a survey, with an optional date range and continuation cursor.
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List Surveys
Return all surveys available to the connected Iterate API key, including the survey and company IDs needed by other tools.
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Search Company Users
Find one user in the connected Iterate company by email, external ID, or one typed user property and return survey participation totals.
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Send Survey
Irreversibly send or schedule an email survey to one specified recipient or every previously added recipient. Requires an explicit audience and confirmation.
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How the Iterate integration works
The Iterate integration connects your Dench AI CRM directly to Iterate, so agents can read and act on your Iterate data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
13 actions are available for agents to invoke on your behalf. Every call runs through Iterate's own authorization, scoped to the account you connect.
Set up Iterate in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Iterate and click Connect — you'll authorize access through Iterate's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Iterate in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Iterate integration work with Dench?
The Dench Iterate integration connects your AI CRM to Iterate, so AI agents can work with your Iterate data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Iterate via Dench?
The Iterate integration currently exposes 13 actions, including Add Survey Recipient, Anonymize Company User, Bulk Anonymize Company Users, Bulk Delete Company User Data, Delete Company User Data, and Get Survey. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Iterate to Dench?
No. You connect Iterate from your Dench workspace using Iterate's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Iterate integration secure?
Connections are authorized through Iterate's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Iterate connection from your workspace settings at any time.