Hubspot CRM + SurveyMonkey + Freshdesk integration

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

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

Freshdesk New Contact to Send SurveyMonkey Survey to Add HubSpot CRM Deal

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New HubSpot CRM Contact to Send SurveyMonkey Survey to Update HubSpot Contact Field

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SurveyMonkey Survey Response to Check HubSpot CRM Deal Stage to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Update HubSpot Contact Field to Freshdesk Update Ticket

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HubSpot CRM Deal Stage Match to Send SurveyMonkey Survey to Freshdesk Update Ticket

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Freshdesk Ticket Updated to Update HubSpot CRM Deal Stage to Send SurveyMonkey Survey

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Freshdesk Contact Updated to Check HubSpot CRM Deal Stage to Send SurveyMonkey Survey

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Freshdesk New Contact to Send SurveyMonkey Survey to Update HubSpot Contact Field

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HubSpot CRM Contact Field Match to Freshdesk Ticket Status to Send SurveyMonkey Survey

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Freshdesk Ticket Updated to Send SurveyMonkey Survey to Update HubSpot CRM Deal Stage

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HubSpot CRM Contact Field Match to Freshdesk Update Ticket to Send SurveyMonkey Survey

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

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Create New Freshdesk Ticket to Add HubSpot CRM Deal to Send SurveyMonkey Survey

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

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Freshdesk Ticket Updated to Send SurveyMonkey Survey to Add HubSpot CRM Deal

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Freshdesk Contact Updated to Send SurveyMonkey Survey to Add HubSpot CRM Deal

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

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SurveyMonkey Survey Response to Send SurveyMonkey Survey to Update HubSpot CRM Deal Stage

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New Freshdesk Ticket to Check HubSpot CRM Deal Stage to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Freshdesk Update Ticket to Update HubSpot Contact Field

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Showing 20 journey ideas for Hubspot CRM, SurveyMonkey and Freshdesk

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 Freshdesk integration

Freshdesk is cloud-based customer support software. Freshdesk and Autopilot allow you to start journeys based on tickets matching certain criteria and follow up when people have had both positive and negative experiences. You can also add tickets automatically based on actions that happen in the customer journey.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Hubspot CRM integration, SurveyMonkey integration and the Freshdesk 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.
Freshdesk Ticket Updated
Triggers when a Freshdesk ticket is updated .
Freshdesk Contact Updated
Triggers when a Freshdesk contact is updated.
Freshdesk New Contact
When a new contact is added to Freshdesk the journey is triggered.
New Freshdesk Ticket
Triggers when a new Freshdesk ticket is submitted or created. Can be filtered to match certain criteria.
Create New Freshdesk Ticket
Creates a new Freshdesk Ticket.

Conditions

Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.
Freshdesk Ticket Status
Checks the most recent ticket status with multiple outcomes.

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.
Freshdesk Update Ticket
Updates the latest ticket with new information or a status.

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 Freshdesk.