Forms + Salesforce + SurveyMonkey integration
Use Autopilot to create journeys that use the Forms, Salesforce and SurveyMonkey integrations.
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Marketing Automation ideas to integrate Forms, Salesforce and SurveyMonkey.
Form Submitted to Check Salesforce Field to Send SurveyMonkey Survey
Salesforce Field Changed to Has Submitted Form to Add Salesforce Task
Form Submitted to Send SurveyMonkey Survey to Assign Salesforce Lead
SurveyMonkey Survey Response to Has Submitted Form to Assign Salesforce Lead to Group
Form Submitted to Has Submitted Form to Update Salesforce Field
SurveyMonkey Survey Response to Has Submitted Form to Create Salesforce Opportunity
Form Submitted to Send SurveyMonkey Survey to Create Salesforce Opportunity
Form Submitted to Send SurveyMonkey Survey to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Has Submitted Form to Send SurveyMonkey Survey
Form Submitted to Has Submitted Form to Add Salesforce Task
Form Submitted to Has Submitted Form to Create Salesforce Opportunity
Salesforce Field Changed to Has Submitted Form to Update Salesforce Field
Form Submitted to Send SurveyMonkey Survey to Update Salesforce Field
Form Submitted to Assign Salesforce Lead to Group to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Has Submitted Form to Add Salesforce Task
Form Submitted to Has Submitted Form to Assign Salesforce Lead to Group
Salesforce Field Changed to Has Submitted Form to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Has Submitted Form to Assign Salesforce Lead
Form Submitted to Update Salesforce Field to Send SurveyMonkey Survey
Salesforce Campaign Trigger to Has Submitted Form to Update Salesforce Field
Showing 20 journey ideas for Forms, Salesforce and SurveyMonkey
About the Forms integration
Autopilot's form capture is magical. Simply drop our tracking code to capture submissions of your existing forms without lifting another finger. Then automatically add new leads and subscribers to your journeys to ensure no one is left behind.
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 Forms integration, Salesforce integration and the SurveyMonkey integration.
Journey Triggers
Form Submitted
Add a contact to a journey when they submit a form.
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
Has Submitted Form
Check if a contact has previously submitted a specific form.
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
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 Forms, Salesforce and SurveyMonkey.
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