Forms + Survey Monkey + Hubspot CRM integration

Use Autopilot to create journeys that use the Forms, Survey Monkey and Hubspot CRM integrations.

Marketing Automation ideas to integrate Forms, Survey Monkey and Hubspot CRM.

Form Submitted to Send SurveyMonkey Survey to Add HubSpot CRM Deal

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Form Submitted to Send SurveyMonkey Survey to Update HubSpot CRM Deal Stage

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Form Submitted to Send SurveyMonkey Survey to Update HubSpot Contact Field

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Form Submitted to Add HubSpot CRM Deal to Send SurveyMonkey Survey

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Form Submitted to Update HubSpot CRM Deal Stage to Send SurveyMonkey Survey

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Form Submitted to Check HubSpot CRM Deal Stage to Send SurveyMonkey Survey

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Form Submitted to Update HubSpot Contact Field to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Has Submitted Form to Add HubSpot CRM Deal

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SurveyMonkey Survey Response to Has Submitted Form to Update HubSpot CRM Deal Stage

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SurveyMonkey Survey Response to Has Submitted Form to Update HubSpot Contact Field

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New HubSpot CRM Contact to Has Submitted Form to Send SurveyMonkey Survey

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HubSpot CRM Contact Field Match to Has Submitted Form to Send SurveyMonkey Survey

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HubSpot CRM Deal Stage Match to Has Submitted Form to Send SurveyMonkey Survey

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Form Submitted to Update HubSpot Contact Field to Send SurveyMonkey Survey

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Form Submitted to Check HubSpot CRM Deal Stage to Send SurveyMonkey Survey

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HubSpot CRM Contact Field Match to Has Submitted Form to Send SurveyMonkey Survey

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Form Submitted 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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SurveyMonkey Survey Response to Has Submitted Form to Add HubSpot CRM Deal

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SurveyMonkey Survey Response to Has Submitted Form to Update HubSpot Contact Field

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New HubSpot CRM Contact to Has Submitted Form to Send SurveyMonkey Survey

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HubSpot CRM Deal Stage Match to Has Submitted Form to Send SurveyMonkey Survey

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Form Submitted to Send SurveyMonkey Survey to Add HubSpot CRM Deal

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Form Submitted to Send SurveyMonkey Survey to Update HubSpot CRM Deal Stage

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Form Submitted to Add HubSpot CRM Deal to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Has Submitted Form to Update HubSpot CRM Deal Stage

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Form Submitted to Update HubSpot CRM Deal Stage to Send SurveyMonkey Survey

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Form Submitted to Send SurveyMonkey Survey to Update HubSpot Contact Field

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Showing 28 journey ideas for Forms, Survey Monkey and Hubspot CRM

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 Hubspot CRM integration

Make sure the time and effort you spend acquiring leads pays off. Automatically send leads that you generate with Autopilot to HubSpot CRM and create personalized deals. Assign deals to your sales team using round robin lead assignment, and update HubSpot CRM fields or deals based on events that occur in Autopilot or one of your connected apps. Visually create seamless marketing and sales journeys across HubSpot CRM and your other favorite apps. Trigger journeys in Autopilot when a deal stage is changed in HubSpot CRM, or a particular field is updated, so you can ensure timely action and personalized communication occurs — to help you close more deals.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Forms integration, Survey Monkey integration and the Hubspot CRM 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.
New HubSpot CRM Contact
Add any new HubSpot CRM contact to a journey.
HubSpot CRM Contact Field Match
Add a contact to a journey when a particular HubSpot CRM field meets your criteria (e.g. contains a particular word).
HubSpot CRM Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.

Conditions

Has Submitted Form
Check if a contact has previously submitted a specific form.
Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.

Journey Actions

Send SurveyMonkey Survey
Send a SurveyMonkey survey to the contact in the journey.
Add HubSpot CRM Deal
Create a contextual HubSpot CRM deal.
Update HubSpot CRM Deal Stage
Update the stage of the latest deal associated with a contact.
Update HubSpot Contact Field
Update a HubSpot contact field to a specific value.

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 Hubspot CRM.