Pipedrive + SurveyMonkey + Help Scout integration
Use Autopilot to create journeys that use the Pipedrive, SurveyMonkey and Help Scout integrations.
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Marketing Automation ideas to integrate Pipedrive, SurveyMonkey and Help Scout.
Pipedrive Deal Stage Match to Check Pipedrive Deal Field to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Send SurveyMonkey Survey to Add Pipedrive Note
Help Scout Tag to Assign Pipedrive Person Owner to Send SurveyMonkey Survey
Pipedrive Deal Stage Match to Update Pipedrive Person Field to Send SurveyMonkey Survey
Pipedrive Deal Status Match to Check Pipedrive Person Field to Send SurveyMonkey Survey
Help Scout Satisfaction Rating to Send SurveyMonkey Survey to Update Pipedrive Deal Field
Pipedrive Deal Stage Match to Update Pipedrive Deal to Send SurveyMonkey Survey
Pipedrive Deal Status Match to Check Pipedrive Deal Stage to Send SurveyMonkey Survey
Help Scout Satisfaction Rating to Assign Pipedrive Person Owner to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Send SurveyMonkey Survey to Add Pipedrive Deal
Pipedrive Deal Stage Match to Send SurveyMonkey Survey to Update Pipedrive Deal Field
Person Field Match to Send SurveyMonkey Survey to Assign Pipedrive Person Owner
Pipedrive Deal Status Match to Send SurveyMonkey Survey to Schedule Pipedrive Activity
Help Scout Tag to Send SurveyMonkey Survey to Update Pipedrive Person Field
Person Field Match to Add Pipedrive Deal to Send SurveyMonkey Survey
Help Scout Tag to Add Pipedrive Note to Send SurveyMonkey Survey
Person Field Match to Add Pipedrive Note to Send SurveyMonkey Survey
Pipedrive Deal Status Match to Send SurveyMonkey Survey to Update Pipedrive Person Field
Person Field Match to Send SurveyMonkey Survey to Update Pipedrive Deal
Pipedrive Deal Stage Match to Add Pipedrive Note to Send SurveyMonkey Survey
Showing 20 journey ideas for Pipedrive, SurveyMonkey and Help Scout
About the Pipedrive integration
Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes. They realized that the CRM landscape was populated by software designed to please the top brass while ignoring the needs of the people doing the actual selling. The Pipedrive integration adds email marketing, lead nurturing and marketing automation capabilities to Pipedrive. It's an email marketing integration for Pipedrive that helps you nurture leads over the course of a long sales cycle.
About the SurveyMonkey integration
SurveyMonkey is the world's leading online survey platform, with more than 3 million survey responses every day. SurveyMonkey has revolutionized the way people give and take feedback, making it accessible, easy and affordable for everyone. The company was founded in 1999 with a focus on helping people make better decisions, and has built technology based on over 10 years of experience in survey methodology and web development. Customers include 99% of the Fortune 500, academic institutions, organizations and neighborhood soccer leagues everywhere.
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 Pipedrive integration, SurveyMonkey integration and the Help Scout integration.
Journey Triggers
Person Field Match
Add a contact to a journey when a particular Pipedrive person field meets your criteria (e.g. contains a particular word).
Pipedrive Deal Status Match
Add a contact associated with a deal to a journey when the deal status matches your criteria.
Pipedrive Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.
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.
Conditions
Check Pipedrive Person Field
Check if a Pipedrive person field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Pipedrive Deal Stage
Check the stage of the latest deal associated with a contact.
Check Pipedrive Deal Field
Check if a Pipedrive deal field is a specific value, or meets some other criteria (e.g. contains a particular word).
Journey Actions
Update Pipedrive Person Field
Update a Pipedrive person field to a specific value.
Update Pipedrive Deal
Update the pipeline, stage and/or status of a deal.
Assign Pipedrive Person Owner
Assign a person in Pipedrive. Supports round robin assignment.
Schedule Pipedrive Activity
Create a contextual Pipedrive activity.
Add Pipedrive Deal
Create a contextual Pipedrive deal.
Add Pipedrive Note
Create a contextual Pipedrive note.
Update Pipedrive Deal Field
Update a Pipedrive deal field to a specific value.
Send SurveyMonkey Survey
Send a SurveyMonkey survey to the contact in the journey.
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 Pipedrive, SurveyMonkey and Help Scout.
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