Survey Monkey + Hubspot CRM + Zendesk integration
Use Autopilot to create journeys that use the Survey Monkey, Hubspot CRM and Zendesk integrations.
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Marketing Automation ideas to integrate Survey Monkey, Hubspot CRM and Zendesk.
SurveyMonkey Survey Response to Update HubSpot Contact Field to Send SurveyMonkey Survey
Submits New Zendesk Ticket to Send SurveyMonkey Survey to Add HubSpot CRM Deal
New HubSpot CRM Contact to Send SurveyMonkey Survey to Update HubSpot CRM Deal Stage
HubSpot CRM Contact Field Match to Submit New Zendesk Ticket to Send SurveyMonkey Survey
New HubSpot CRM Contact to Send SurveyMonkey Survey to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Send SurveyMonkey Survey to Update HubSpot CRM Deal Stage
Submits New Zendesk Ticket to Add HubSpot CRM Deal to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Update HubSpot Contact Field to Submit New Zendesk Ticket
HubSpot CRM Deal Stage Match to Add HubSpot CRM Deal to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Send SurveyMonkey Survey to Update HubSpot CRM Deal Stage
New HubSpot CRM Contact to Update HubSpot CRM Deal Stage to Send SurveyMonkey Survey
HubSpot CRM Deal Stage Match to Send SurveyMonkey Survey to Update HubSpot CRM Deal Stage
New HubSpot CRM Contact to Add HubSpot CRM Deal to Send SurveyMonkey Survey
Submits New Zendesk Ticket to Update HubSpot Contact Field to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Send SurveyMonkey Survey to Add HubSpot CRM Deal
SurveyMonkey Survey Response to Zendesk Ticket Status to Update HubSpot CRM Deal Stage
HubSpot CRM Deal Stage Match to Update HubSpot CRM Deal Stage to Send SurveyMonkey Survey
New HubSpot CRM Contact to Send SurveyMonkey Survey to Update HubSpot Contact Field
SurveyMonkey Survey Response to Update HubSpot CRM Deal Stage to Submit New Zendesk Ticket
SurveyMonkey Survey Response to Send SurveyMonkey Survey to Update HubSpot Contact Field
Showing 20 journey ideas for Survey Monkey, Hubspot CRM and Zendesk
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 Zendesk integration
Zendesk is a service platform that builds software to empower organization and customer relationships. Zendesk’s family of products helps organizations understand their customers, improve communication, and offer support where and when it’s needed most.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Survey Monkey integration, Hubspot CRM integration and the Zendesk 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.
Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.
Conditions
Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.
Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.
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.
Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.
