HubSpot
Intercom
Survey Monkey

HubSpot + Intercom + Survey Monkey integrations

Automate survey feedback tracking, customer chat tags, CRM contact updates, support tickets, and follow-up messaging across HubSpot, Intercom, and Survey Monkey.

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Popular automation
Trigger
Survey response is received
in Survey Monkey
Instant
Actions
Update contact in HubSpot
in HubSpot
Add tag to user in Intercom
in Intercom

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Ready Workflows Ready Workflows   for HubSpot + Intercom + Survey Monkey integration

Sync survey feedback into CRM profiles, trigger support tickets from poor ratings, tag chat users, and automate follow-ups, all in just one click.

Update HubSpot contacts and tag Intercom users when a new Survey Monkey response arrives

Survey response is received in Survey Monkey→Update contact in HubSpot→Add tag to user in Intercom
Automatically synchronize completed Survey Monkey feedback into HubSpot CRM contact properties and tag the user in Intercom.
Manually moving survey feedback into your CRM and chat tools leads to outdated contact details and missed support context. This workflow ensures that every submitted response instantly updates your HubSpot records and applies relevant tags in Intercom so your team has complete visibility.
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Create a HubSpot ticket and send an Intercom message when a Survey Monkey response is received

Survey response is received in Survey Monkey→Create ticket in HubSpot→Send message in Intercom
Turn survey feedback into actionable HubSpot tickets while immediately engaging the customer through Intercom messaging.
When customers submit critical survey feedback, waiting for manual review delays follow-up and resolution. This workflow automatically generates a HubSpot support ticket from the response and sends a direct message in Intercom to start the conversation.
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Create a HubSpot task and tag Intercom users when low customer ratings come through Survey Monkey

Survey response is received in Survey Monkey→Filter: Customer rating is below 3 out of 5→Create task in HubSpot→Add tag to user in Intercom
Trigger follow-up tasks for account managers in HubSpot and flag at-risk users in Intercom based on low CSAT scores.
Low satisfaction scores require immediate attention to prevent customer churn. This automation checks the rating in your survey response, assigns a follow-up task in HubSpot for your team, and flags the user profile in Intercom.
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Summarize survey feedback with AI, add a HubSpot contact note, and tag the user in Intercom

Survey response is received in Survey Monkey→Analyze feedback sentiment and summarize comments→Add note to contact in HubSpot→Add tag to user in Intercom
Use AI to process lengthy open-ended survey comments, storing summaries on HubSpot contacts and tagging Intercom profiles.
Reviewing paragraphs of customer feedback takes hours of manual work. This workflow uses AI to structure open-ended comments before recording executive summaries on HubSpot contacts and updating Intercom tags.
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Update HubSpot records, create Intercom events, and notify Slack when Survey Monkey responses arrive

Survey response is received in Survey Monkey→Update contact in HubSpot→Create event in Intercom→Send message to customer success channel
Keep HubSpot CRM records current, record touchpoints in Intercom, and alert your team in Slack upon receiving survey feedback.
Managing customer feedback across multiple teams requires visibility. This setup synchronizes survey data to your CRM, registers an event in Intercom, and posts a notification in your customer success Slack channel instantly.
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Send a Survey Monkey survey and update HubSpot tickets when Intercom conversations close

Conversation is closed by admin in Intercom→Send survey in Survey Monkey→Update ticket in HubSpot
Automate post-resolution CSAT surveys via Survey Monkey and align HubSpot tickets when Intercom support chats close.
Measuring satisfaction right after a support chat closes gives you the most accurate feedback. This automation triggers a Survey Monkey questionnaire as soon as an admin closes an Intercom conversation and updates the related HubSpot support ticket.
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Create Survey Monkey contacts, dispatch NPS surveys, and log notes in HubSpot after Intercom chats close

Conversation is closed by admin in Intercom→Create contact in Survey Monkey→Send survey in Survey Monkey→Add note to contact in HubSpot
Register clients in Survey Monkey to dispatch NPS surveys and document support interactions directly on HubSpot contact timelines.
When support chats conclude, ensuring the client exists in your survey platform before sending feedback requests prevents missing data. This workflow registers the contact in Survey Monkey, sends the survey, and records a note on their HubSpot timeline.
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Send VIP surveys in Survey Monkey and create HubSpot tasks when VIP Intercom chats close

Conversation is closed by admin in Intercom→Filter: Conversation tag equals VIP Customer→Send survey in Survey Monkey→Create task in HubSpot
Isolate high-value accounts upon support resolution to dispatch specialized surveys and schedule CRM follow-up tasks.
VIP clients require tailored attention after resolving support issues. This workflow checks if a closed Intercom chat has the VIP tag, sends a specialized survey via Survey Monkey, and creates a follow-up task in HubSpot.
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Summarize closed Intercom chats with AI, add HubSpot notes, and send Survey Monkey feedback surveys

Conversation is closed by admin in Intercom→Summarize conversation resolution and sentiment→Add note to contact in HubSpot→Send survey in Survey Monkey
Condense customer support chat transcripts into HubSpot CRM notes before initiating a post-service feedback survey.
Manually reviewing chat logs to update CRM records takes valuable time. This workflow uses AI to summarize resolved Intercom conversations into HubSpot contact notes before sending out a Survey Monkey feedback questionnaire.
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Send Survey Monkey surveys and create Intercom events when HubSpot tickets are closed

Ticket is updated in HubSpot→Filter: Ticket status is Closed→Send survey in Survey Monkey→Create event in Intercom
Initiate customer feedback collection upon ticket resolution in HubSpot and register the activity in Intercom.
Tracking customer satisfaction after resolving a support ticket is essential for service quality. This workflow detects when a HubSpot ticket status changes to closed, triggers a Survey Monkey feedback survey, and logs a corresponding event in Intercom.
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Steps to connect HubSpot, Intercom and Survey Monkey

  1. Log in to Integrately
  2. Search and select HubSpot and Intercom
  3. Pick a ready 1-click automation or select the desired trigger-action pair
  4. Securely connect your HubSpot & Intercom accounts
  5. Add Survey Monkey in the next steps of your workflow
  6. Map the fields across all three apps
  7. Test it, then switch it on Done

How the data usually flows between HubSpot, Intercom and Survey Monkey

See how survey responses, CRM records, and support chats connect seamlessly across your tech stack.

Survey Monkey
Survey Monkey
The moment a customer completes a survey or a support chat closes, the workflow starts automatically. Nobody has to check for new responses manually.
Capture
HubSpot
HubSpot
Contact properties, deal stages, and support tickets update instantly in HubSpot so your sales and service records stay accurate.
Process
Intercom
Intercom
User profiles receive relevant tags and messages in Intercom, ensuring support agents have immediate context during chat interactions.
Engage
HubSpot
HubSpot
Your team can act on structured CRM tasks and automated follow-ups without sorting through raw survey submissions or chat logs by hand.
Follow up
ai-icon
Fully Automated
Once set up, your data moves seamlessly
between HubSpot, Intercom and Survey Monkey.
HubSpot
Intercom
Survey Monkey
One continuous flow, Zero extra effort.

Supported triggers and actions

A trigger is what starts the automation. An action is what it does next. Mix any of these across the three apps.

HubSpot
HubSpot Triggers & Actions
Contact is created in a list in HubSpot
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Meeting is created in HubSpot
Triggers the automation when a new meeting is created
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Meeting is updated in HubSpot
Triggers the automation when a new meeting is update
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Contact is created in HubSpot
Triggers the automation when a new contact is created
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Contact is updated in HubSpot
Triggers the automation when a contact is updated or created.
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Company is created in HubSpot
Triggers the automation when a new company is created
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Company is updated in HubSpot
Triggers the automation when a company is updated
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Deal is created in HubSpot
Triggers the automation when a deal is created
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Deal stage is changed in HubSpot
Triggers the automation when a deal stage is changed
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Deal is updated in HubSpot
Triggers the automation when a deal is updated
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Task is created in HubSpot
Triggers the automation when a new task is created
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Task is updated in HubSpot
Triggers the automation when a task is updated
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Task is marked as done in HubSpot
Triggers the automation when a task is marked as completed.
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Quote is created in HubSpot
Triggers the automation when a new quote is created
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Quote is created or updated in HubSpot
Triggers the automation when a quote is created or updated
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New Line item is created in HubSpot
Triggers the automation when a new line item is added
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LineItem is created/updated in HubSpot
Triggers the automation when a LineItem is added or updated
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Product is created in HubSpot
Triggers the automation when a new product is created
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Product is updated in HubSpot
Triggers the automation when a product is updated
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Form is submitted in HubSpot
Triggers the automation when a form is filled
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Email event is created in HubSpot
Triggers the automation when any email event occurs
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Engagement is created in HubSpot
Triggers the automation when any type of engagement is created
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Engagement is created/modified in HubSpot
Triggers the automation when any contact activity is created or updated
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Blog post is created in HubSpot
Triggers the automation when a new blog post is created
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Blog tag is created in HubSpot
Triggers the automation when a new tag is added to blog
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Social media message is broadcasted in HubSpot
Triggers the automation when a social media message is broadcasted
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Email subscription timeline is created in HubSpot
Triggers the automation when tracking is initiated for a contact's email subscription activities
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Ticket is created in HubSpot
Triggers the automation when a new ticket is created
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Ticket is updated in HubSpot
Triggers the automation when a ticket is modified
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File is created/uploaded in HubSpot
Triggers the automation when a particular action in the workflow fails
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Form is created in HubSpot
Triggers the automation when a new form is created
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Associate contact with company in HubSpot
Associates a contact with a company
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Uninstall App in HubSpot
Removes the application from the system.
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Associate Deal with Contact in HubSpot
Link a support Dealto a contact
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Associate Deal with Company in HubSpot
Link a support ticket to a corresponding object
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Associate engagement with related object in HubSpot
Link a support engagement to a corresponding object
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Remove email subscription in HubSpot
Removes an email subscription
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Create contact in HubSpot
Adds a new contact to the database
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Update contact in HubSpot
Updates contact information with new details
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Add contact to a list in HubSpot
Adds a contact to a predefined contact list
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Remove contact from list in HubSpot
Removes a particular contact from a designated list
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Create or Update contact in HubSpot
Adds or update contact information
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Get contact by id in HubSpot
Retrieves a contact's information based on their id
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Archive contact in HubSpot
Archive a particular contact's details for future reference
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Create company in HubSpot
Generates a new company profile with given details
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Update company in HubSpot
Updates company information
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Get company by id in HubSpot
Retrieves a company's details using its id
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Archive company in HubSpot
Archive company files and data for future reference
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Create deal in HubSpot
Generates a new deal with
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Update deal in HubSpot
Updates deal information based on new criteria or changes
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Get deal by id in HubSpot
Retrieves a deal by its id
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Archive deal in HubSpot
Save and store deal information for future reference
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Create task in HubSpot
Creates a new task
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Update task in HubSpot
Updates the task with new information or changes
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Mark task as completed in HubSpot
Marks task as completed
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Archive task in HubSpot
Move completed tasks to a designated archive folder
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Create note in HubSpot
Creates a new note in the particular format
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Add note to contact in HubSpot
Adds a personalized note to a contact
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Add note to deal in HubSpot
Adds a note to a deal
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Upload file in HubSpot
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Create engagement in HubSpot
Logs a new engagement or interaction, such as a call, email, or meeting
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Create blog post in HubSpot
Generates and publish a new blog post
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Create blog tag in HubSpot
Creates tags for blog posts based on content keywords
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Get quote by id in HubSpot
Retrieves a quote using its id
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Create line-item in HubSpot
Creates a new line item
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Update line-item in HubSpot
Updates the details of a line-item
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Get line-item by id in HubSpot
Retrieves a line-item from a database using its id
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Archive line-item in HubSpot
Store a line-item for future reference
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Create ticket in HubSpot
Generates a new ticket
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Update ticket in HubSpot
Updates ticket information
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Get ticket by id in HubSpot
Retrieves a ticket by its id
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Archive ticket in HubSpot
Archive closed tickets for better organization
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Get associated records in HubSpot
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Get deal associated records in HubSpot
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Associate task with contact in HubSpot
Link a task to a contact in the contact list
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Associate ticket to related object in HubSpot
Link a support ticket to a corresponding object
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Associate deal with line item in HubSpot
Associates a deal with a line item
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Remove Association in HubSpot
Removes an association
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Create form submission in HubSpot
Generates a form submission from input data
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Create social media message in HubSpot
Creates a new social media message
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Add contact to workflow in HubSpot
Adds a contact to a workflow
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Retrieve signed URL for file in HubSpot
Retrieves a signed url for a file
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Create product in HubSpot
Generates and launch new products
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Update product in HubSpot
Updates product information
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Get product by id in HubSpot
Retrieves product information using its id
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Archive product in HubSpot
Move discontinued products to an archive folder for future reference
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Get owner by Id in HubSpot
Retrieves owner information based on the provided unique id
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Get form by id in HubSpot
Retrieves a form based on its id
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Get owner by Email in HubSpot
Retrieves owner information based on the provided email address
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Get pipeline stage details in HubSpot
Retrieves detailed information about a stage in a pipeline
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Search contact in HubSpot
Searches and locate contact information
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Search contact by email in HubSpot
Finds and retrieves contact information using their email address
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Search company in HubSpot
Searches for and retrieve detailed information about different companies
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Search company by name in HubSpot
Searches for a company using its name
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Search company by domain in HubSpot
Searches for a company's information based on its domain
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Search company by website in HubSpot
Searches for company information using their website address
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Search deal in HubSpot
Searches and identify the best deals based on particular criteria
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Search deal by name in HubSpot
Searches for a deal by its name
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Search task by title in HubSpot
Searches for a task by title
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Search blog by name in HubSpot
Searches for a blog by name
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Search tickets in HubSpot
Searches for tickets
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Search products in HubSpot
Searches for products
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Search line items in HubSpot
Searches for line items
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Search blog tag in HubSpot
Searches for a blog tag
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Intercom
Intercom Triggers & Actions
Instant
Message is created from user or lead in Intercom
Triggers the automation when a message is sent by a user or lead
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Instant
Email is added to lead in Intercom
Triggers the automation when email address is added to a lead
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Instant
Lead is tagged in Intercom
Triggers the automation when a lead is tagged
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Instant
Lead is untagged in Intercom
Triggers the automation when the tag attached to any lead is removed
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Instant
User or lead is replied in Intercom
Triggers the automation when a reply is sent to the user or lead
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Instant
Admin opened conversation in Intercom
Triggers the automation when a conversation is opened by an admin
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Instant
Conversation is closed by admin in Intercom
Triggers the automation when any conversation is marked as closed by the admin
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Instant
Teammate replied in Intercom
Triggers the automation when a teammate responds
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Instant
Admin initiates conversation in Intercom
Triggers the automation when an admin sends the first message to any user
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Instant
Note is added to conversation in Intercom
Triggers the automation when a new note is added to any conversation
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Instant
Conversation is assigned to any teammate in Intercom
Triggers the automation when someone is assigned to a conversation
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Instant
User is created in Intercom
Triggers the automation when a new user is created
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Instant
User is deleted in Intercom
Triggers the automation when a user is deleted
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Instant
User is unsubscribed in Intercom
Triggers the automation when a user removed from a list
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Instant
User email is updated in Intercom
Triggers the automation when a user's email address is updated
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Instant
Company is created in Intercom
Triggers the automation when a new company is created
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Instant
Conversation is tagged in Intercom
Triggers the automation when a tag is assigned to any conversation
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Instant
Conversation is partially deleted in Intercom
Triggers the automation when parts of a conversation are deleted
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Instant
Conversation is snoozed in Intercom
Triggers the automation when a conversation is paused for later
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Instant
Lead is created in Intercom
Triggers the automation when a new lead is created
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Create user in Intercom
Generates a new user account
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Add tag to user in Intercom
Assigns a tag to a user based on particular criteria
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Update user in Intercom
Updates user information
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Create lead in Intercom
Generates new leads for potential customers
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Update lead in Intercom
Updates the lead information
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Add tag on lead in Intercom
Assigns tag to a lead based on predefined criteria
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Update company in Intercom
Updates company information
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Add/Remove tag on company in Intercom
Updates company tags based on predefined criteria
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Send message in Intercom
Delivers a message to a designated recipient
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Create event in Intercom
Adds a new contact to the contact list
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Search user in Intercom
Searches for a user
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Search lead in Intercom
Retrieves information for a particular lead
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Search company in Intercom
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Remove tag from user in Intercom
Untag a user's profile
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Add contact to company in Intercom
Adds a contact to a company
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Get admin by id in Intercom
Retrieves admin by its ID
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Survey Monkey
Survey Monkey Triggers & Actions
Survey response is received in Survey Monkey
Triggers the automation when a survey response is submitted
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Create contact in Survey Monkey
Adds a new contact to the database
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Search contact in Survey Monkey
Finds and retrieves contact information
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Send survey in Survey Monkey
Sends a reply
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Search survey in Survey Monkey
Searches for a survey
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Search collector in Survey Monkey
Searches for a collector
Try it →

Who this setup is for

Customer success teams
Customer success teams
Support desk managers
Support desk managers
Sales operations professionals
Sales operations professionals
Product management leads
Product management leads
📋 Customer success teams
You juggle survey responses, chat histories, and CRM notes across different tabs every day. This setup syncs feedback data and support tickets automatically so you can focus on resolving issues.
🎙️ Support desk managers
Resolving customer conversations in chat platforms leaves you wanting immediate feedback and clean CRM records. This automation triggers post-chat surveys and updates support tickets without manual effort.
🔁 Sales operations professionals
Tracking closed deals and onboarding feedback requires coordination between sales and customer success. This workflow connects won deals to onboarding surveys and updates your contact database instantly.
🗂️ Product management leads
Gathering feature requests from chat tags and survey responses is difficult to keep organized. This integration routes feedback directly into your CRM tickets and survey tools for easy analysis.
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Everything this automation handles for you

Everything this automation handles for you
No duplicate entries
Match contacts by email address before updating records, so the same person never gets created twice if multiple workflows trigger.
Auto-retry failed steps
If a network glitch stops an action from going through, the automation retries the step automatically instead of leaving your records half-updated.
Conditional filtering
Route data only when specific rules match, such as low CSAT ratings, closed support chats, or won sales deals.
AI enrichment
Summarize lengthy survey comments and support conversation transcripts into structured notes before saving them to your CRM.

Why choose Integrately to automate HubSpot + Intercom + Survey Monkey

Build and manage your HubSpot + Intercom + Survey Monkey automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect HubSpot + Intercom + Survey Monkey with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
Price Comparison with Popular Alternatives
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Prefer to connect just two apps? Explore each combination separately

HubSpot
Intercom
HubSpot + Intercom
Sync customer contact records and support chat activity between your CRM and help desk.
Explore Integrations
Intercom
Survey Monkey
Intercom + Survey Monkey
Trigger feedback questionnaires automatically when customer support conversations conclude.
Explore Integrations
HubSpot
Survey Monkey
HubSpot + Survey Monkey
Update CRM contact properties and generate support tickets from completed survey responses.
Explore Integrations

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Questions people ask

Can Survey Monkey responses automatically update contacts and tag users in Intercom?
Frequently Asked Questions
Yes, Integrately has a ready workflow to update HubSpot contacts and tag Intercom users when a new Survey Monkey response arrives. When a survey response is submitted, Integrately updates your CRM contact details and applies the appropriate tag in Intercom.
Can closing an Intercom conversation automatically send a Survey Monkey survey?
Frequently Asked Questions
Does updating a HubSpot ticket status trigger a Survey Monkey feedback survey?
Frequently Asked Questions
Can low satisfaction ratings in Survey Monkey create tasks in HubSpot?
Frequently Asked Questions
Do I need coding skills to connect HubSpot, Intercom and Survey Monkey?
Frequently Asked Questions
What happens if a step fails while syncing data between HubSpot and Intercom?
Frequently Asked Questions
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