Survey Monkey + Custom Fields + Help Scout integration

Use Autopilot to create journeys that use the Survey Monkey, Custom Fields and Help Scout integrations.

Upcoming

Marketing Automation ideas to integrate Survey Monkey, Custom Fields and Help Scout.

Help Scout Create Conversation to Check Field to Send SurveyMonkey Survey

Try this free

SurveyMonkey Survey Response to Check Field to Send SurveyMonkey Survey

Try this free

Help Scout Tag to Send SurveyMonkey Survey to Update Field

Try this free

Help Scout Tag to Update Field to Send SurveyMonkey Survey

Try this free

Help Scout Create Conversation to Update Field to Send SurveyMonkey Survey

Try this free

Help Scout Satisfaction Rating to Check Field to Send SurveyMonkey Survey

Try this free

Help Scout Create Conversation to Send SurveyMonkey Survey to Update Field

Try this free

Field Match to Send SurveyMonkey Survey to Update Field

Try this free

Help Scout Satisfaction Rating to Send SurveyMonkey Survey to Update Field

Try this free

Field Match to Update Field to Send SurveyMonkey Survey

Try this free

Help Scout Satisfaction Rating to Update Field to Send SurveyMonkey Survey

Try this free

Help Scout Tag to Check Field to Send SurveyMonkey Survey

Try this free

SurveyMonkey Survey Response to Send SurveyMonkey Survey to Update Field

Try this free

SurveyMonkey Survey Response to Update Field to Send SurveyMonkey Survey

Try this free

Field Match to Check Field to Send SurveyMonkey Survey

Try this free

Showing 15 journey ideas for Survey Monkey, Custom Fields and Help Scout

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.

About the Help Scout integration

Help Scout makes excellent customer service achievable for companies of all sizes. The Autopilot and Help Scout integration allows you to display customer information directly in Help Scout. Shapes allow you to create new tickets in journeys and trigger new journeys when conversations are tagged.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Survey Monkey integration, Custom Fields integration and the Help Scout integration.

Journey Triggers

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).
Help Scout Tag
Trigger when a new tag is added to a Help Scout conversation.
Help Scout Satisfaction Rating
Triggers when a conversation has a satisfaction rating.
Help Scout Create Conversation
Creates a new Help Scout conversation.

Conditions

Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).

Journey Actions

Send SurveyMonkey Survey
Send a SurveyMonkey survey to the contact in the journey.
Update Field
Update a field to a specific value.

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 Survey Monkey, Custom Fields and Help Scout.