Survey Monkey + Trello + Help Scout integration

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

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

Help Scout Tag to Add Trello Card to Send SurveyMonkey Survey

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Help Scout Create Conversation to Send SurveyMonkey Survey to Add Trello Card

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SurveyMonkey Survey Response to Add Trello Card to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Send SurveyMonkey Survey to Add Trello Card

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Help Scout Satisfaction Rating to Add Trello Card to Send SurveyMonkey Survey

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Help Scout Tag to Send SurveyMonkey Survey to Add Trello Card

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Help Scout Satisfaction Rating to Send SurveyMonkey Survey to Add Trello Card

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Help Scout Create Conversation to Add Trello Card to Send SurveyMonkey Survey

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Showing 8 journey ideas for Survey Monkey, Trello 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 Trello integration

Trello is the easy, free, flexible, and visual way to manage your projects and organize anything, trusted by millions of people from all over the world. With Trello for Autopilot you can manage internal workflow for sales, marketing, customer success and support. For example, every time you win a new customer add them to the New Customer board so they can be followed up by your customer success team.

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, Trello integration and the Help Scout 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.

Journey Actions

Send SurveyMonkey Survey
Send a SurveyMonkey survey to the contact in the journey.
Add Trello Card
Adds a Trello card to a board.

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, Trello and Help Scout.