Base CRM + Salesforce + SurveyMonkey integration

Use Autopilot to create journeys that use the Base CRM, Salesforce and SurveyMonkey integrations.

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Marketing Automation ideas to integrate Base CRM, Salesforce and SurveyMonkey.

Base Contact Field Change to Check Base Contact Field to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Assign Base Contact Owner to Update Salesforce Field

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Assign Base Task to Check Salesforce Field to Send SurveyMonkey Survey

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Add a Base Deal to Send SurveyMonkey Survey to Assign Salesforce Lead

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Salesforce Field Changed to Check Base Contact Field to Send SurveyMonkey Survey

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Salesforce Campaign Trigger to Assign Base Contact Owner to Set Salesforce Campaign Member Status

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Base Contact Field Change to Create Salesforce Opportunity to Update Base Contact Field

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Base Deal Stage Change to Check Base Contact Field to Assign Salesforce Lead to Group

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Base Contact Field Change to Add Salesforce Task to Update Base Contact Field

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SurveyMonkey Survey Response to Check Base Deal Stage to Update Salesforce Field

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Base Deal Stage Change to Update Base Contact Field to Assign Salesforce Lead to Group

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Assign Base Task to Update Base Contact Field to Create Salesforce Opportunity

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Assign Base Task to Update Salesforce Field to Update Base Contact Field

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Base Contact Field Change to Check Base Contact Field to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Update Base Contact Field to Update Salesforce Field

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Salesforce Campaign Trigger to Assign Base Contact Owner to Send SurveyMonkey Survey

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Base Contact Field Change to Assign Base Contact Owner to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Check Base Deal Stage to Add Salesforce Task

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Salesforce Campaign Trigger to Assign Base Contact Owner to Assign Salesforce Lead to Group

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Base Deal Stage Change to Check Salesforce Field to Update Base Contact Field

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Showing 20 journey ideas for Base CRM, Salesforce and SurveyMonkey

About the Base CRM integration

Base built the first scientific sales platform that empowers businesses to grow revenue in a way that’s measurable, repeatable and scalable. Unlike legacy cloud CRM and sales force automation systems, Base offers an all-in-one solution that increases rep adoption rates and data capture across devices. With the ability to analyze big data trends in real-time, Base’s Apollo provides sales leaders with the actionable, quantifiable insights they need to accelerate performance.

About the Salesforce integration

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Base CRM integration, Salesforce integration and the SurveyMonkey integration.

Journey Triggers

Add a Base Deal
Add a new deal against the contact in the journey.
Base Deal Stage Change
Add a contact to a journey when the deal stage changes in Base CRM.
Base Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Assign Base Task
Assigns a task for a lead or contact.
Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field meets your criteria (e.g. contains a particular word).
SurveyMonkey Survey Response
Triggers a contact into a journey when they respond to a SurveyMonkey survey.

Conditions

Check Base Deal Stage
Check the deal stage with a true or false outcome.
Check Base Contact Field
Check for a specific value in a contact field.
Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.

Journey Actions

Assign Base Contact Owner
Assigns an owner or round robins ownership to a contact.
Update Base Contact Field
Updates a field with a certain value associated against a contact in Base CRM.
Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce 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 Base CRM, Salesforce and SurveyMonkey.