Salesforce + Hubspot CRM + Survey Monkey integration

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

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

Salesforce Campaign Trigger to Add HubSpot CRM Deal to Send SurveyMonkey Survey

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Salesforce Campaign Trigger to Update HubSpot CRM Deal Stage to Send SurveyMonkey Survey

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Salesforce Campaign Trigger to Check HubSpot CRM Deal Stage to Send SurveyMonkey Survey

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Salesforce Campaign Trigger to Update HubSpot Contact Field to Send SurveyMonkey Survey

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Salesforce Campaign Trigger to Send SurveyMonkey Survey to Add HubSpot CRM Deal

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Salesforce Campaign Trigger to Send SurveyMonkey Survey to Update HubSpot CRM Deal Stage

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Salesforce Campaign Trigger to Send SurveyMonkey Survey to Update HubSpot Contact Field

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Salesforce Field Changed to Add HubSpot CRM Deal to Send SurveyMonkey Survey

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Salesforce Field Changed to Update HubSpot CRM Deal Stage to Send SurveyMonkey Survey

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Salesforce Field Changed to Check HubSpot CRM Deal Stage to Send SurveyMonkey Survey

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Salesforce Field Changed to Update HubSpot Contact Field to Send SurveyMonkey Survey

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Salesforce Field Changed to Send SurveyMonkey Survey to Add HubSpot CRM Deal

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Salesforce Field Changed to Send SurveyMonkey Survey to Update HubSpot CRM Deal Stage

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Salesforce Field Changed to Send SurveyMonkey Survey to Update HubSpot Contact Field

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New HubSpot CRM Contact to Create Salesforce Opportunity to Send SurveyMonkey Survey

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New HubSpot CRM Contact to Assign Salesforce Lead to Send SurveyMonkey Survey

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New HubSpot CRM Contact to Set Salesforce Campaign Member Status to Send SurveyMonkey Survey

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New HubSpot CRM Contact to Add Salesforce Task to Send SurveyMonkey Survey

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New HubSpot CRM Contact to Check Salesforce Field to Send SurveyMonkey Survey

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New HubSpot CRM Contact to Check Salesforce Campaign Member Status to Send SurveyMonkey Survey

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New HubSpot CRM Contact to Assign Salesforce Lead to Group to Send SurveyMonkey Survey

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

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New HubSpot CRM Contact to Send SurveyMonkey Survey to Create Salesforce Opportunity

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New HubSpot CRM Contact to Send SurveyMonkey Survey to Assign Salesforce Lead

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New HubSpot CRM Contact to Send SurveyMonkey Survey to Set Salesforce Campaign Member Status

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New HubSpot CRM Contact to Send SurveyMonkey Survey to Add Salesforce Task

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New HubSpot CRM Contact to Send SurveyMonkey Survey to Assign Salesforce Lead to Group

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

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HubSpot CRM Contact Field Match to Create Salesforce Opportunity to Send SurveyMonkey Survey

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HubSpot CRM Contact Field Match to Assign Salesforce Lead to Send SurveyMonkey Survey

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HubSpot CRM Contact Field Match to Set Salesforce Campaign Member Status to Send SurveyMonkey Survey

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HubSpot CRM Contact Field Match to Add Salesforce Task to Send SurveyMonkey Survey

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HubSpot CRM Contact Field Match to Check Salesforce Field to Send SurveyMonkey Survey

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HubSpot CRM Contact Field Match to Check Salesforce Campaign Member Status to Send SurveyMonkey Survey

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HubSpot CRM Contact Field Match to Assign Salesforce Lead to Group to Send SurveyMonkey Survey

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

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HubSpot CRM Contact Field Match to Send SurveyMonkey Survey to Create Salesforce Opportunity

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HubSpot CRM Contact Field Match to Send SurveyMonkey Survey to Assign Salesforce Lead

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HubSpot CRM Contact Field Match to Send SurveyMonkey Survey to Set Salesforce Campaign Member Status

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HubSpot CRM Contact Field Match to Send SurveyMonkey Survey to Add Salesforce Task

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HubSpot CRM Contact Field Match to Send SurveyMonkey Survey to Assign Salesforce Lead to Group

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

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HubSpot CRM Deal Stage Match to Create Salesforce Opportunity to Send SurveyMonkey Survey

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HubSpot CRM Deal Stage Match to Assign Salesforce Lead to Send SurveyMonkey Survey

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HubSpot CRM Deal Stage Match to Set Salesforce Campaign Member Status to Send SurveyMonkey Survey

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

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

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HubSpot CRM Deal Stage Match to Check Salesforce Campaign Member Status to Send SurveyMonkey Survey

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HubSpot CRM Deal Stage Match to Assign Salesforce Lead to Group to Send SurveyMonkey Survey

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

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HubSpot CRM Deal Stage Match to Send SurveyMonkey Survey to Create Salesforce Opportunity

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HubSpot CRM Deal Stage Match to Send SurveyMonkey Survey to Assign Salesforce Lead

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HubSpot CRM Deal Stage Match to Send SurveyMonkey Survey to Set Salesforce Campaign Member Status

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

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HubSpot CRM Deal Stage Match to Send SurveyMonkey Survey to Assign Salesforce Lead to Group

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

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SurveyMonkey Survey Response to Create Salesforce Opportunity to Add HubSpot CRM Deal

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SurveyMonkey Survey Response to Create Salesforce Opportunity to Update HubSpot CRM Deal Stage

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SurveyMonkey Survey Response to Create Salesforce Opportunity to Update HubSpot Contact Field

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SurveyMonkey Survey Response to Assign Salesforce Lead to Add HubSpot CRM Deal

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SurveyMonkey Survey Response to Assign Salesforce Lead to Update HubSpot CRM Deal Stage

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SurveyMonkey Survey Response to Assign Salesforce Lead to Update HubSpot Contact Field

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SurveyMonkey Survey Response to Set Salesforce Campaign Member Status to Add HubSpot CRM Deal

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SurveyMonkey Survey Response to Set Salesforce Campaign Member Status to Update HubSpot CRM Deal Stage

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SurveyMonkey Survey Response to Set Salesforce Campaign Member Status to Update HubSpot Contact Field

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SurveyMonkey Survey Response to Add Salesforce Task to Add HubSpot CRM Deal

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SurveyMonkey Survey Response to Add Salesforce Task to Update HubSpot CRM Deal Stage

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SurveyMonkey Survey Response to Add Salesforce Task to Update HubSpot Contact Field

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SurveyMonkey Survey Response to Check Salesforce Field to Add HubSpot CRM Deal

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SurveyMonkey Survey Response to Check Salesforce Field to Update HubSpot CRM Deal Stage

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SurveyMonkey Survey Response to Check Salesforce Field to Update HubSpot Contact Field

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SurveyMonkey Survey Response to Check Salesforce Campaign Member Status to Add HubSpot CRM Deal

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SurveyMonkey Survey Response to Check Salesforce Campaign Member Status to Update HubSpot CRM Deal Stage

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SurveyMonkey Survey Response to Check Salesforce Campaign Member Status to Update HubSpot Contact Field

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SurveyMonkey Survey Response to Assign Salesforce Lead to Group to Add HubSpot CRM Deal

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SurveyMonkey Survey Response to Assign Salesforce Lead to Group to Update HubSpot CRM Deal Stage

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SurveyMonkey Survey Response to Assign Salesforce Lead to Group to Update HubSpot Contact Field

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SurveyMonkey Survey Response to Update Salesforce Field to Add HubSpot CRM Deal

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SurveyMonkey Survey Response to Update Salesforce Field to Update HubSpot CRM Deal Stage

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

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SurveyMonkey Survey Response to Add HubSpot CRM Deal to Create Salesforce Opportunity

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SurveyMonkey Survey Response to Add HubSpot CRM Deal to Assign Salesforce Lead

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SurveyMonkey Survey Response to Add HubSpot CRM Deal to Set Salesforce Campaign Member Status

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SurveyMonkey Survey Response to Add HubSpot CRM Deal to Add Salesforce Task

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SurveyMonkey Survey Response to Add HubSpot CRM Deal to Assign Salesforce Lead to Group

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SurveyMonkey Survey Response to Add HubSpot CRM Deal to Update Salesforce Field

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SurveyMonkey Survey Response to Update HubSpot CRM Deal Stage to Create Salesforce Opportunity

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SurveyMonkey Survey Response to Update HubSpot CRM Deal Stage to Assign Salesforce Lead

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SurveyMonkey Survey Response to Update HubSpot CRM Deal Stage to Set Salesforce Campaign Member Status

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SurveyMonkey Survey Response to Update HubSpot CRM Deal Stage to Add Salesforce Task

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SurveyMonkey Survey Response to Update HubSpot CRM Deal Stage to Assign Salesforce Lead to Group

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SurveyMonkey Survey Response to Update HubSpot CRM Deal Stage to Update Salesforce Field

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SurveyMonkey Survey Response to Check HubSpot CRM Deal Stage to Create Salesforce Opportunity

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SurveyMonkey Survey Response to Check HubSpot CRM Deal Stage to Assign Salesforce Lead

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SurveyMonkey Survey Response to Check HubSpot CRM Deal Stage to Set Salesforce Campaign Member Status

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SurveyMonkey Survey Response to Check HubSpot CRM Deal Stage to Add Salesforce Task

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SurveyMonkey Survey Response to Check HubSpot CRM Deal Stage to Assign Salesforce Lead to Group

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SurveyMonkey Survey Response to Check HubSpot CRM Deal Stage to Update Salesforce Field

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SurveyMonkey Survey Response to Update HubSpot Contact Field to Create Salesforce Opportunity

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SurveyMonkey Survey Response to Update HubSpot Contact Field to Assign Salesforce Lead

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SurveyMonkey Survey Response to Update HubSpot Contact Field to Set Salesforce Campaign Member Status

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SurveyMonkey Survey Response to Update HubSpot Contact Field to Add Salesforce Task

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SurveyMonkey Survey Response to Update HubSpot Contact Field to Assign Salesforce Lead to Group

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

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New HubSpot CRM Contact to Add HubSpot CRM Deal to Update Salesforce Field

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HubSpot CRM Contact Field Match to Check HubSpot CRM Deal Stage to Add Salesforce Task

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New HubSpot CRM Contact to Assign Salesforce Lead to Group to Update HubSpot Contact Field

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Salesforce Field Changed to Assign Salesforce Lead to Update HubSpot Contact Field

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HubSpot CRM Deal Stage Match to Add Salesforce Task to Update HubSpot CRM Deal Stage

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New HubSpot CRM Contact to Add Salesforce Task to Update HubSpot CRM Deal Stage

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SurveyMonkey Survey Response to Update HubSpot Contact Field to Assign Salesforce Lead to Group

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SurveyMonkey Survey Response to Check HubSpot CRM Deal Stage to Set Salesforce Campaign Member Status

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HubSpot CRM Deal Stage Match to Add HubSpot CRM Deal to Set Salesforce Campaign Member Status

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Salesforce Campaign Trigger to Assign Salesforce Lead to Update HubSpot Contact Field

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HubSpot CRM Deal Stage Match to Update Salesforce Field to Update HubSpot Contact Field

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HubSpot CRM Deal Stage Match to Set Salesforce Campaign Member Status to Send SurveyMonkey Survey

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HubSpot CRM Contact Field Match to Assign Salesforce Lead to Group to Add HubSpot CRM Deal

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HubSpot CRM Contact Field Match to Assign Salesforce Lead to Send SurveyMonkey Survey

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Salesforce Field Changed to Set Salesforce Campaign Member Status to Update HubSpot CRM Deal Stage

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Salesforce Field Changed to Add Salesforce Task to Update HubSpot Contact Field

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Salesforce Field Changed to Assign Salesforce Lead to Group to Add HubSpot CRM Deal

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HubSpot CRM Contact Field Match to Add Salesforce Task to Send SurveyMonkey Survey

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HubSpot CRM Deal Stage Match to Update HubSpot CRM Deal Stage to Create Salesforce Opportunity

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New HubSpot CRM Contact to Add HubSpot CRM Deal to Set Salesforce Campaign Member Status

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Showing 124 journey ideas for Salesforce, Hubspot CRM and Survey Monkey

About the Salesforce integration

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Hubspot CRM integration and the Survey Monkey integration.

Journey Triggers

Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field meets your criteria (e.g. contains a particular word).
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.

Conditions

Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.
Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.

Journey Actions

Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce field to a specific value.
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 Salesforce, Hubspot CRM and Survey Monkey.