Custom Fields + Heap + Survey Monkey integration
Use Autopilot to create journeys that use the Custom Fields, Heap and Survey Monkey integrations.
Marketing Automation ideas to integrate Custom Fields, Heap and Survey Monkey.
Heap Event to Update Field to Send SurveyMonkey Survey
Heap Event to Check Field to Send SurveyMonkey Survey
Heap Event to Send SurveyMonkey Survey to Update Field
Heap Event to Send SurveyMonkey Survey to Update Field
Heap Event to Check Field to Send SurveyMonkey Survey
Heap Event to Update Field to Send SurveyMonkey Survey
Showing 6 journey ideas for Custom Fields, Heap and Survey Monkey
About the Custom Fields integration
Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.
About the Heap integration
Heap allows you to aggregate, organize, and visualize all of your business data in one place. By streaming your Autopilot data to Heap you’ll instantly gain the visibility you need to make data-driven decisions across the entire customer journey. You can also easily add people to journeys in Autopilot when they perform an event that you’re tracking in Heap.
About the Survey Monkey integration
SurveyMonkey is the world's leading online survey platform, but it is complicated and expensive. Autopilot has the ability to create "Capture forms" which can act as surveys. You can then send those responses to yourself via Slack, SMS, and analyse the responses in ledger form, reports, and advanced graphs. Autopilot also allows you to have automated survey follow ups and segment your customers into audiences based on their survey response.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Custom Fields integration, Heap integration and the Survey Monkey integration.
Journey Triggers
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).
Heap Event
Add a contact to a journey when they perform a Heap event.
SurveyMonkey Survey Response
Triggers a contact into a journey when they respond to a SurveyMonkey survey.
Conditions
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
Journey Actions
Update Field
Update a field to a specific value.
Send SurveyMonkey Survey
Send a SurveyMonkey survey to the contact in the journey.
