Survey Monkey + Help Scout + Hubspot CRM integration

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

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

Help Scout Tag to Send SurveyMonkey Survey to Update HubSpot CRM Deal Stage

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Help Scout Create Conversation to Send SurveyMonkey Survey to Add HubSpot CRM Deal

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Help Scout Tag to Send SurveyMonkey Survey to Add HubSpot CRM Deal

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Help Scout Create Conversation to Check HubSpot CRM Deal Stage to Send SurveyMonkey Survey

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Help Scout Create Conversation to Send SurveyMonkey Survey to Update HubSpot CRM Deal Stage

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Help Scout Satisfaction Rating to Update HubSpot Contact Field to Send SurveyMonkey Survey

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Help Scout Tag to Update HubSpot CRM Deal Stage to Send SurveyMonkey Survey

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Help Scout Satisfaction Rating to Update HubSpot CRM Deal Stage to Send SurveyMonkey Survey

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Help Scout Satisfaction Rating to Send SurveyMonkey Survey to Update HubSpot CRM Deal Stage

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Help Scout Tag to Add HubSpot CRM Deal to Send SurveyMonkey Survey

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Help Scout Create Conversation to Update HubSpot Contact Field to Send SurveyMonkey Survey

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Help Scout Tag to Check HubSpot CRM Deal Stage to Send SurveyMonkey Survey

Try this free

Help Scout Create Conversation to Update HubSpot CRM Deal Stage to Send SurveyMonkey Survey

Try this free

Help Scout Satisfaction Rating to Send SurveyMonkey Survey to Update HubSpot Contact Field

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Help Scout Tag to Update HubSpot Contact Field to Send SurveyMonkey Survey

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Help Scout Create Conversation to Add HubSpot CRM Deal to Send SurveyMonkey Survey

Try this free

Help Scout Satisfaction Rating to Add HubSpot CRM Deal to Send SurveyMonkey Survey

Try this free

Help Scout Satisfaction Rating to Send SurveyMonkey Survey to Add HubSpot CRM Deal

Try this free

Help Scout Create Conversation to Send SurveyMonkey Survey to Update HubSpot Contact Field

Try this free

Help Scout Satisfaction Rating to Check HubSpot CRM Deal Stage to Send SurveyMonkey Survey

Try this free

Showing 20 journey ideas for Survey Monkey, Help Scout and Hubspot CRM

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 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.

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.

Create your own marketing automation journey

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

Journey Triggers

SurveyMonkey Survey Response
Triggers a contact into a journey when they respond to a SurveyMonkey survey.
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.
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.

Conditions

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

Journey Actions

Send SurveyMonkey Survey
Send a SurveyMonkey survey to the contact in the journey.
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.

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, Help Scout and Hubspot CRM.