Survey Monkey + Hubspot CRM + Intercom integration

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

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

Add Intercom Tag to Send SurveyMonkey Survey to Add HubSpot CRM Deal

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Add Intercom Tag to Send SurveyMonkey Survey to Update HubSpot CRM Deal Stage

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Add Intercom Tag to Send SurveyMonkey Survey to Update HubSpot Contact Field

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Add Intercom Tag to Add HubSpot CRM Deal to Send SurveyMonkey Survey

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Add Intercom Tag to Update HubSpot CRM Deal Stage to Send SurveyMonkey Survey

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Add Intercom Tag to Check HubSpot CRM Deal Stage to Send SurveyMonkey Survey

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Add Intercom Tag to Update HubSpot Contact Field to Send SurveyMonkey Survey

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New Intercom User to Send SurveyMonkey Survey to Add HubSpot CRM Deal

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New Intercom User to Send SurveyMonkey Survey to Update HubSpot CRM Deal Stage

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New Intercom User to Send SurveyMonkey Survey to Update HubSpot Contact Field

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New Intercom User to Add HubSpot CRM Deal to Send SurveyMonkey Survey

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New Intercom User to Update HubSpot CRM Deal Stage to Send SurveyMonkey Survey

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New Intercom User to Check HubSpot CRM Deal Stage to Send SurveyMonkey Survey

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New Intercom User to Update HubSpot Contact Field to Send SurveyMonkey Survey

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New Intercom Lead to Send SurveyMonkey Survey to Add HubSpot CRM Deal

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New Intercom Lead to Send SurveyMonkey Survey to Update HubSpot CRM Deal Stage

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New Intercom Lead to Send SurveyMonkey Survey to Update HubSpot Contact Field

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New Intercom Lead to Add HubSpot CRM Deal to Send SurveyMonkey Survey

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New Intercom Lead to Update HubSpot CRM Deal Stage to Send SurveyMonkey Survey

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New Intercom Lead to Check HubSpot CRM Deal Stage to Send SurveyMonkey Survey

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New Intercom Lead to Update HubSpot Contact Field to Send SurveyMonkey Survey

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Intercom Tag to Send SurveyMonkey Survey to Add HubSpot CRM Deal

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Intercom Tag to Send SurveyMonkey Survey to Update HubSpot CRM Deal Stage

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Intercom Tag to Send SurveyMonkey Survey to Update HubSpot Contact Field

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Intercom Tag to Add HubSpot CRM Deal to Send SurveyMonkey Survey

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Intercom Tag to Update HubSpot CRM Deal Stage to Send SurveyMonkey Survey

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Intercom Tag to Check HubSpot CRM Deal Stage to Send SurveyMonkey Survey

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Intercom Tag to Update HubSpot Contact Field to Send SurveyMonkey Survey

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Add Intercom Tag to Update HubSpot CRM Deal Stage to Send SurveyMonkey Survey

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New HubSpot CRM Contact to Add HubSpot CRM Deal 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 Deal Stage Match to Check HubSpot CRM Deal Stage to Send SurveyMonkey Survey

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Add Intercom Tag to Send SurveyMonkey Survey to Update HubSpot CRM Deal Stage

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

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Intercom Tag to Add HubSpot CRM Deal 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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Intercom Tag to Update HubSpot Contact Field to Send SurveyMonkey Survey

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New Intercom User to Add HubSpot CRM Deal to Send SurveyMonkey Survey

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Add Intercom Tag to Add HubSpot CRM Deal 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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New Intercom Lead to Send SurveyMonkey Survey to Add HubSpot CRM Deal

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

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Intercom Tag to Update HubSpot CRM Deal Stage to Send SurveyMonkey Survey

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

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Intercom Tag to Send SurveyMonkey Survey to Update HubSpot Contact Field

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

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New Intercom User to Update HubSpot Contact Field to Send SurveyMonkey Survey

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

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Showing 48 journey ideas for Survey Monkey, Hubspot CRM and Intercom

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 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 Intercom integration

Combine the power of Intercom and Autopilot and create a seamless experience for your leads and users. You can add new Intercom leads and users to Autopilot automatically, trigger Autopilot journeys when someone is tagged in Intercom, add Autopilot contacts to Intercom, and tag leads or users in Intercom based on what occurs in an Autopilot journey, so you can take a follow-up action in Intercom.

Create your own marketing automation journey

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

Journey Triggers

SurveyMonkey Survey Response
Triggers a contact into a journey when they respond to a SurveyMonkey survey.
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.
Add Intercom Tag
Tag an Intercom lead or user.
New Intercom User
Add any new Intercom user to a journey.
New Intercom Lead
Add any new Intercom lead to a journey.
Intercom Tag
Add an Intercom lead or user to a journey when they are tagged in Intercom.

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, Hubspot CRM and Intercom.