Forms + Survey Monkey + Help Scout integration

Use Autopilot to create journeys that use the Forms, Survey Monkey and Help Scout integrations.

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Marketing Automation ideas to integrate Forms, Survey Monkey and Help Scout.

Form Submitted to Has Submitted Form to Send SurveyMonkey Survey

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Help Scout Create Conversation to Has Submitted Form to Send SurveyMonkey Survey

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Help Scout Satisfaction Rating to Has Submitted Form to Send SurveyMonkey Survey

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Help Scout Tag to Has Submitted Form to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Has Submitted Form to Send SurveyMonkey Survey

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Showing 5 journey ideas for Forms, Survey Monkey and Help Scout

About the Forms integration

Autopilot's form capture is magical. Simply drop our tracking code to capture submissions of your existing forms without lifting another finger. Then automatically add new leads and subscribers to your journeys to ensure no one is left behind.

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.

About the Help Scout integration

Help Scout makes excellent customer service achievable for companies of all sizes. The Autopilot and Help Scout integration allows you to display customer information directly in Help Scout. Shapes allow you to create new tickets in journeys and trigger new journeys when conversations are tagged.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Forms integration, Survey Monkey integration and the Help Scout integration.

Journey Triggers

Form Submitted
Add a contact to a journey when they submit a form.
SurveyMonkey Survey Response
Triggers a contact into a journey when they respond to a SurveyMonkey survey.
Help Scout Tag
Trigger when a new tag is added to a Help Scout conversation.
Help Scout Satisfaction Rating
Triggers when a conversation has a satisfaction rating.
Help Scout Create Conversation
Creates a new Help Scout conversation.

Conditions

Has Submitted Form
Check if a contact has previously submitted a specific form.

Journey Actions

Send SurveyMonkey Survey
Send a SurveyMonkey survey to the contact in the journey.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Forms, Survey Monkey and Help Scout.