Hubspot CRM + Survey Monkey + Custom Fields integration
Use Autopilot to create journeys that use the Hubspot CRM, Survey Monkey and Custom Fields integrations.
Marketing Automation ideas to integrate Hubspot CRM, Survey Monkey and Custom Fields.
New HubSpot CRM Contact to Send SurveyMonkey Survey to Update Field
New HubSpot CRM Contact to Update Field to Send SurveyMonkey Survey
New HubSpot CRM Contact to Check Field to Send SurveyMonkey Survey
HubSpot CRM Contact Field Match to Send SurveyMonkey Survey to Update Field
HubSpot CRM Contact Field Match to Update Field to Send SurveyMonkey Survey
HubSpot CRM Contact Field Match to Check Field to Send SurveyMonkey Survey
HubSpot CRM Deal Stage Match to Send SurveyMonkey Survey to Update Field
HubSpot CRM Deal Stage Match to Update Field to Send SurveyMonkey Survey
HubSpot CRM Deal Stage Match to Check Field to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Add HubSpot CRM Deal to Update Field
SurveyMonkey Survey Response to Update HubSpot CRM Deal Stage to Update Field
SurveyMonkey Survey Response to Check HubSpot CRM Deal Stage to Update Field
SurveyMonkey Survey Response to Update HubSpot Contact Field to Update Field
SurveyMonkey Survey Response to Update Field to Add HubSpot CRM Deal
SurveyMonkey Survey Response to Update Field to Update HubSpot CRM Deal Stage
SurveyMonkey Survey Response to Update Field to Update HubSpot Contact Field
SurveyMonkey Survey Response to Check Field to Add HubSpot CRM Deal
SurveyMonkey Survey Response to Check Field to Update HubSpot CRM Deal Stage
SurveyMonkey Survey Response to Check Field to Update HubSpot Contact Field
Field Match to Add HubSpot CRM Deal to Send SurveyMonkey Survey
Field Match to Update HubSpot CRM Deal Stage to Send SurveyMonkey Survey
Field Match to Check HubSpot CRM Deal Stage to Send SurveyMonkey Survey
Field Match to Update HubSpot Contact Field to Send SurveyMonkey Survey
Field Match to Send SurveyMonkey Survey to Add HubSpot CRM Deal
Field Match to Send SurveyMonkey Survey to Update HubSpot CRM Deal Stage
Field Match to Send SurveyMonkey Survey to Update HubSpot Contact Field
HubSpot CRM Deal Stage Match to Send SurveyMonkey Survey to Update Field
HubSpot CRM Deal Stage Match to Update HubSpot CRM Deal Stage to Send SurveyMonkey Survey
HubSpot CRM Contact Field Match to Update HubSpot CRM Deal Stage to Send SurveyMonkey Survey
New HubSpot CRM Contact to Add HubSpot CRM Deal to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Update HubSpot Contact Field to Update Field
HubSpot CRM Contact Field Match to Send SurveyMonkey Survey to Update HubSpot Contact Field
New HubSpot CRM Contact to Check HubSpot CRM Deal Stage to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Send SurveyMonkey Survey to Add HubSpot CRM Deal
Field Match to Send SurveyMonkey Survey to Update HubSpot CRM Deal Stage
SurveyMonkey Survey Response to Update Field to Update HubSpot CRM Deal Stage
Field Match to Update HubSpot Contact Field to Send SurveyMonkey Survey
HubSpot CRM Deal Stage Match to Check Field to Send SurveyMonkey Survey
Field Match to Send SurveyMonkey Survey to Update HubSpot Contact Field
New HubSpot CRM Contact to Send SurveyMonkey Survey to Update HubSpot CRM Deal Stage
HubSpot CRM Contact Field Match to Update Field to Send SurveyMonkey Survey
HubSpot CRM Deal Stage Match to Send SurveyMonkey Survey to Add HubSpot CRM Deal
New HubSpot CRM Contact to Send SurveyMonkey Survey to Add HubSpot CRM Deal
New HubSpot CRM Contact to Update Field to Send SurveyMonkey Survey
HubSpot CRM Deal Stage Match to Update Field to Send SurveyMonkey Survey
Field Match to Send SurveyMonkey Survey to Add HubSpot CRM Deal
Showing 46 journey ideas for Hubspot CRM, Survey Monkey and Custom Fields
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 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 Custom Fields integration
Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Hubspot CRM integration, Survey Monkey integration and the Custom Fields 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.
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).
Conditions
Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
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.
Update Field
Update a field to a specific value.
