Salesforce + Facebook + SurveyMonkey integration
Use Autopilot to create journeys that use the Salesforce, Facebook and SurveyMonkey integrations.
Upcoming
Marketing Automation ideas to integrate Salesforce, Facebook and SurveyMonkey.
Salesforce Field Changed to Check Salesforce Field to Remove From Facebook Custom Audience
Salesforce Campaign Trigger to Remove From Facebook Custom Audience to Add Salesforce Task
Salesforce Field Changed to Remove From Facebook Custom Audience to Assign Salesforce Lead to Group
Salesforce Field Changed to Has Submitted Facebook Lead Ad to Assign Salesforce Lead
Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Remove From Facebook Custom Audience
Salesforce Campaign Trigger to Add Salesforce Task to Remove From Facebook Custom Audience
Salesforce Field Changed to Update Salesforce Field to Add to Facebook Custom Audience
Salesforce Campaign Trigger to Check Salesforce Field to Add to Facebook Custom Audience
Facebook Lead Ad Submitted to Set Salesforce Campaign Member Status to Add to Facebook Custom Audience
Facebook Lead Ad Submitted to Remove From Facebook Custom Audience to Add Salesforce Task
Salesforce Field Changed to Has Submitted Facebook Lead Ad to Create Salesforce Opportunity
Salesforce Field Changed to Check Salesforce Field to Add to Facebook Custom Audience
Facebook Lead Ad Submitted to Has Submitted Facebook Lead Ad to Update Salesforce Field
Salesforce Field Changed to Send SurveyMonkey Survey to Add to Facebook Custom Audience
Salesforce Field Changed to Assign Salesforce Lead to Group to Remove From Facebook Custom Audience
Salesforce Campaign Trigger to Check Salesforce Campaign Member Status to Remove From Facebook Custom Audience
Facebook Lead Ad Submitted to Remove From Facebook Custom Audience to Assign Salesforce Lead
Salesforce Field Changed to Has Submitted Facebook Lead Ad to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Set Salesforce Campaign Member Status to Remove From Facebook Custom Audience
Facebook Lead Ad Submitted to Add Salesforce Task to Remove From Facebook Custom Audience
Showing 20 journey ideas for Salesforce, Facebook and SurveyMonkey
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 Facebook integration
Facebook is an online social networking service that allows its users to connect with friends and family as well as make new connections. It provides its users with the ability to create a profile, update information, add images, send friend requests, and accept requests from other users. Its features include status update, photo tagging and sharing, 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 Salesforce integration, Facebook integration and the SurveyMonkey integration.
Journey Triggers
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).
Facebook Lead Ad Submitted
Add a contact to a journey when they submit a Facebook Lead Ad.
SurveyMonkey Survey Response
Triggers a contact into a journey when they respond to a SurveyMonkey survey.
Conditions
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.
Has Submitted Facebook Lead Ad
Check if a contact has previously submitted a specific Facebook Lead Ad.
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.
Remove From Facebook Custom Audience
Remove a contact from a Facebook Custom Audience.
Add to Facebook Custom Audience
Add a contact to a Facebook Custom Audience.
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 Salesforce, Facebook and SurveyMonkey.
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