Survey Monkey + Trello + Hubspot CRM integration

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

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

SurveyMonkey Survey Response to Add Trello Card to Add HubSpot CRM Deal

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SurveyMonkey Survey Response to Add Trello Card to Update HubSpot CRM Deal Stage

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SurveyMonkey Survey Response to Add Trello Card to Update HubSpot Contact Field

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SurveyMonkey Survey Response to Add HubSpot CRM Deal to Add Trello Card

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SurveyMonkey Survey Response to Update HubSpot CRM Deal Stage to Add Trello Card

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SurveyMonkey Survey Response to Check HubSpot CRM Deal Stage to Add Trello Card

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SurveyMonkey Survey Response to Update HubSpot Contact Field to Add Trello Card

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New HubSpot CRM Contact to Send SurveyMonkey Survey to Add Trello Card

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New HubSpot CRM Contact to Add Trello Card to Send SurveyMonkey Survey

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HubSpot CRM Contact Field Match to Send SurveyMonkey Survey to Add Trello Card

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HubSpot CRM Contact Field Match to Add Trello Card to Send SurveyMonkey Survey

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

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

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HubSpot CRM Deal Stage Match 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 Add Trello Card to Add HubSpot CRM Deal

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HubSpot CRM Contact Field Match to Add Trello Card to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Add Trello Card to Update HubSpot CRM Deal Stage

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SurveyMonkey Survey Response to Send SurveyMonkey Survey to Add Trello Card

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SurveyMonkey Survey Response to Check HubSpot CRM Deal Stage to Add Trello Card

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New HubSpot CRM Contact to Send SurveyMonkey Survey to Add Trello Card

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SurveyMonkey Survey Response to Add Trello Card to Update HubSpot Contact Field

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HubSpot CRM Contact Field Match to Send SurveyMonkey Survey to Add Trello Card

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SurveyMonkey Survey Response to Update HubSpot CRM Deal Stage to Add Trello Card

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SurveyMonkey Survey Response to Update HubSpot Contact Field to Add Trello Card

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SurveyMonkey Survey Response to Add HubSpot CRM Deal to Add Trello Card

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New HubSpot CRM Contact to Add Trello Card to Send SurveyMonkey Survey

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

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Showing 28 journey ideas for Survey Monkey, Trello 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 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 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, Trello integration and the Hubspot CRM 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.

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 Trello Card
Adds a Trello card to a board.
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, Trello and Hubspot CRM.