Hubspot CRM + SurveyMonkey + Base CRM integration

Use Autopilot to create journeys that use the Hubspot CRM, SurveyMonkey and Base CRM integrations.

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Marketing Automation ideas to integrate Hubspot CRM, SurveyMonkey and Base CRM.

SurveyMonkey Survey Response to Check Base Contact Field to Add HubSpot CRM Deal

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HubSpot CRM Deal Stage Match to Assign Base Contact Owner to Send SurveyMonkey Survey

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Add a Base Deal to Update HubSpot Contact Field to Send SurveyMonkey Survey

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Base Deal Stage Change to Check HubSpot CRM Deal Stage to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Update HubSpot Contact Field to Update Base Contact Field

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New HubSpot CRM Contact to Update HubSpot CRM Deal Stage to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Update HubSpot Contact Field to Send SurveyMonkey Survey

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HubSpot CRM Deal Stage Match to Update HubSpot Contact Field to Send SurveyMonkey Survey

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HubSpot CRM Deal Stage Match to Add HubSpot CRM Deal to Send SurveyMonkey Survey

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Base Contact Field Change to Update HubSpot CRM Deal Stage to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Add HubSpot CRM Deal to Send SurveyMonkey Survey

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Base Contact Field Change to Send SurveyMonkey Survey to Update HubSpot Contact Field

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SurveyMonkey Survey Response to Check HubSpot CRM Deal Stage to Assign Base Contact Owner

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Base Deal Stage Change to Send SurveyMonkey Survey to Add HubSpot CRM Deal

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SurveyMonkey Survey Response to Check HubSpot CRM Deal Stage to Update Base Contact Field

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HubSpot CRM Contact Field Match to Update Base Contact Field to Send SurveyMonkey Survey

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HubSpot CRM Contact Field Match to Send SurveyMonkey Survey to Assign Base Contact Owner

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SurveyMonkey Survey Response to Check Base Deal Stage to Add HubSpot CRM Deal

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Add a Base Deal to Send SurveyMonkey Survey to Update HubSpot CRM Deal Stage

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Assign Base Task to Send SurveyMonkey Survey to Add HubSpot CRM Deal

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Showing 20 journey ideas for Hubspot CRM, SurveyMonkey and Base CRM

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.

About the SurveyMonkey integration

SurveyMonkey is the world's leading online survey platform, with more than 3 million survey responses every day. SurveyMonkey has revolutionized the way people give and take feedback, making it accessible, easy and affordable for everyone. The company was founded in 1999 with a focus on helping people make better decisions, and has built technology based on over 10 years of experience in survey methodology and web development. Customers include 99% of the Fortune 500, academic institutions, organizations and neighborhood soccer leagues everywhere.

About the Base CRM integration

Base built the first scientific sales platform that empowers businesses to grow revenue in a way that’s measurable, repeatable and scalable. Unlike legacy cloud CRM and sales force automation systems, Base offers an all-in-one solution that increases rep adoption rates and data capture across devices. With the ability to analyze big data trends in real-time, Base’s Apollo provides sales leaders with the actionable, quantifiable insights they need to accelerate performance.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Hubspot CRM integration, SurveyMonkey integration and the Base CRM integration.

Journey Triggers

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.
SurveyMonkey Survey Response
Triggers a contact into a journey when they respond to a SurveyMonkey survey.
Add a Base Deal
Add a new deal against the contact in the journey.
Base Deal Stage Change
Add a contact to a journey when the deal stage changes in Base CRM.
Base Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Assign Base Task
Assigns a task for a lead or contact.

Conditions

Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.
Check Base Deal Stage
Check the deal stage with a true or false outcome.
Check Base Contact Field
Check for a specific value in a contact field.

Journey Actions

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.
Send SurveyMonkey Survey
Send a SurveyMonkey survey to the contact in the journey.
Assign Base Contact Owner
Assigns an owner or round robins ownership to a contact.
Update Base Contact Field
Updates a field with a certain value associated against a contact in Base CRM.

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 Hubspot CRM, SurveyMonkey and Base CRM.