Hubspot CRM + Survey Monkey + Heap integration

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

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

Heap Event to Add HubSpot CRM Deal to Send SurveyMonkey Survey

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Heap Event to Update HubSpot CRM Deal Stage to Send SurveyMonkey Survey

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Heap Event to Check HubSpot CRM Deal Stage to Send SurveyMonkey Survey

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Heap Event to Update HubSpot Contact Field to Send SurveyMonkey Survey

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Heap Event to Send SurveyMonkey Survey to Add HubSpot CRM Deal

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Heap Event to Send SurveyMonkey Survey to Update HubSpot CRM Deal Stage

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Heap Event to Send SurveyMonkey Survey to Update HubSpot Contact Field

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Heap Event to Update HubSpot CRM Deal Stage to Send SurveyMonkey Survey

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

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

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Heap Event to Add HubSpot CRM Deal to Send SurveyMonkey Survey

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

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Heap Event to Check HubSpot CRM Deal Stage to Send SurveyMonkey Survey

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

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SurveyMonkey Survey Response 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 Send SurveyMonkey Survey to Update HubSpot Contact Field

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

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

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

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HubSpot CRM Contact Field Match to Add HubSpot CRM Deal to Send SurveyMonkey Survey

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

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Heap Event to Update HubSpot Contact Field to Send SurveyMonkey Survey

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

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

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Heap Event to Send SurveyMonkey Survey to Update HubSpot CRM Deal Stage

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

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Showing 27 journey ideas for Hubspot CRM, Survey Monkey and Heap

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 Heap integration

Heap allows you to aggregate, organize, and visualize all of your business data in one place. By streaming your Autopilot data to Heap you’ll instantly gain the visibility you need to make data-driven decisions across the entire customer journey. You can also easily add people to journeys in Autopilot when they perform an event that you’re tracking in Heap.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Hubspot CRM integration, Survey Monkey integration and the Heap 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.
Heap Event
Add a contact to a journey when they perform a Heap event.

Conditions

Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.

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.

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, Survey Monkey and Heap.