Hubspot CRM + Survey Monkey + Lists integration

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

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

New HubSpot CRM Contact to Send SurveyMonkey Survey to Add to List

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New HubSpot CRM Contact to Send SurveyMonkey Survey to Remove From List

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New HubSpot CRM Contact to Add to List to Send SurveyMonkey Survey

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New HubSpot CRM Contact to Is on List or Segment to Send SurveyMonkey Survey

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New HubSpot CRM Contact to Remove From List to Send SurveyMonkey Survey

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New HubSpot CRM Contact to Check Lead Status to Send SurveyMonkey Survey

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

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HubSpot CRM Contact Field Match to Send SurveyMonkey Survey to Remove From List

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

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HubSpot CRM Contact Field Match to Is on List or Segment to Send SurveyMonkey Survey

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HubSpot CRM Contact Field Match to Remove From List to Send SurveyMonkey Survey

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HubSpot CRM Contact Field Match to Check Lead Status to Send SurveyMonkey Survey

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

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HubSpot CRM Deal Stage Match to Send SurveyMonkey Survey to Remove From List

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

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HubSpot CRM Deal Stage Match to Is on List or Segment to Send SurveyMonkey Survey

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HubSpot CRM Deal Stage Match to Remove From List to Send SurveyMonkey Survey

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

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

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SurveyMonkey Survey Response to Add HubSpot CRM Deal to Remove From List

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SurveyMonkey Survey Response to Update HubSpot CRM Deal Stage to Add to List

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SurveyMonkey Survey Response to Update HubSpot CRM Deal Stage to Remove From List

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

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SurveyMonkey Survey Response to Check HubSpot CRM Deal Stage to Remove From List

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SurveyMonkey Survey Response to Update HubSpot Contact Field to Add to List

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SurveyMonkey Survey Response to Update HubSpot Contact Field to Remove From List

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

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SurveyMonkey Survey Response to Add to List to Update HubSpot CRM Deal Stage

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SurveyMonkey Survey Response to Add to List to Update HubSpot Contact Field

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SurveyMonkey Survey Response to Is on List or Segment to Add HubSpot CRM Deal

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SurveyMonkey Survey Response to Is on List or Segment to Update HubSpot CRM Deal Stage

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SurveyMonkey Survey Response to Is on List or Segment to Update HubSpot Contact Field

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SurveyMonkey Survey Response to Remove From List to Add HubSpot CRM Deal

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SurveyMonkey Survey Response to Remove From List to Update HubSpot CRM Deal Stage

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SurveyMonkey Survey Response to Remove From List to Update HubSpot Contact Field

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SurveyMonkey Survey Response to Check Lead Status to Add HubSpot CRM Deal

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SurveyMonkey Survey Response to Check Lead Status to Update HubSpot CRM Deal Stage

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SurveyMonkey Survey Response to Check Lead Status to Update HubSpot Contact Field

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List Trigger to Add HubSpot CRM Deal to Send SurveyMonkey Survey

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List Trigger to Update HubSpot CRM Deal Stage to Send SurveyMonkey Survey

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List Trigger to Check HubSpot CRM Deal Stage to Send SurveyMonkey Survey

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List Trigger to Update HubSpot Contact Field to Send SurveyMonkey Survey

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List Trigger to Send SurveyMonkey Survey to Add HubSpot CRM Deal

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List Trigger to Send SurveyMonkey Survey to Update HubSpot CRM Deal Stage

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List Trigger to Send SurveyMonkey Survey to Update HubSpot Contact Field

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Removed From List to Add HubSpot CRM Deal to Send SurveyMonkey Survey

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Removed From List to Update HubSpot CRM Deal Stage to Send SurveyMonkey Survey

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Removed From List to Check HubSpot CRM Deal Stage to Send SurveyMonkey Survey

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Removed From List to Update HubSpot Contact Field to Send SurveyMonkey Survey

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Removed From List to Send SurveyMonkey Survey to Add HubSpot CRM Deal

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Removed From List to Send SurveyMonkey Survey to Update HubSpot CRM Deal Stage

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Removed From List to Send SurveyMonkey Survey to Update HubSpot Contact Field

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HubSpot CRM Contact Field Match to Update HubSpot CRM Deal Stage 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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SurveyMonkey Survey Response to Add HubSpot CRM Deal to Add to List

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New HubSpot CRM Contact to Remove From List to Send SurveyMonkey Survey

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HubSpot CRM Contact Field Match to Is on List or Segment to Send SurveyMonkey Survey

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

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New HubSpot CRM Contact to Is on List or Segment to Send SurveyMonkey Survey

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Removed From List to Update HubSpot Contact Field to Send SurveyMonkey Survey

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

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HubSpot CRM Deal Stage Match to Is on List or Segment 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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List Trigger to Update HubSpot CRM Deal Stage to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Update HubSpot CRM Deal Stage to Add to List

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List Trigger to Update HubSpot Contact Field to Send SurveyMonkey Survey

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

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Removed From List to Add HubSpot CRM Deal to Send SurveyMonkey Survey

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Removed From List to Send SurveyMonkey Survey to Update HubSpot Contact Field

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HubSpot CRM Deal Stage Match to Send SurveyMonkey Survey to Remove From List

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New HubSpot CRM Contact to Update HubSpot CRM Deal Stage 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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Showing 72 journey ideas for Hubspot CRM, Survey Monkey and Lists

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 Lists integration

Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Hubspot CRM integration, Survey Monkey integration and the Lists 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.
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.

Conditions

Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.
Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.

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.
Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.

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 Lists.