Survey Monkey + Lists + Hubspot CRM integration
Use Autopilot to create journeys that use the Survey Monkey, Lists and Hubspot CRM integrations.
Marketing Automation ideas to integrate Survey Monkey, Lists and Hubspot CRM.
Showing 72 journey ideas for Survey Monkey, Lists 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 Lists integration
Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.
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, Lists integration and the Hubspot CRM integration.
Journey Triggers
SurveyMonkey Survey Response
Triggers a contact into a journey when they respond to a SurveyMonkey survey.
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.
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
Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.
Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.
Journey Actions