Salesforce + Lists + SurveyMonkey integration

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

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Marketing Automation ideas to integrate Salesforce, Lists and SurveyMonkey.

SurveyMonkey Survey Response to Add to List to Set Salesforce Campaign Member Status

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Removed From List to Send SurveyMonkey Survey to Update Salesforce Field

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Removed From List to Remove From List to Add Salesforce Task

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List Trigger to Send SurveyMonkey Survey to Create Salesforce Opportunity

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Removed From List to Create Salesforce Opportunity to Add to List

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List Trigger to Assign Salesforce Lead to Send SurveyMonkey Survey

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Salesforce Campaign Trigger to Update Salesforce Field to Remove From List

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List Trigger to Check Lead Status to Assign Salesforce Lead to Group

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Salesforce Field Changed to Send SurveyMonkey Survey to Remove From List

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SurveyMonkey Survey Response to Add to List to Create Salesforce Opportunity

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Removed From List to Remove From List to Assign Salesforce Lead

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List Trigger to Assign Salesforce Lead to Add to List

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SurveyMonkey Survey Response to Check Salesforce Campaign Member Status to Add to List

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List Trigger to Check Lead Status to Assign Salesforce Lead

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SurveyMonkey Survey Response to Add to List to Assign Salesforce Lead to Group

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Salesforce Field Changed to Create Salesforce Opportunity to Remove From List

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Salesforce Field Changed to Check Lead Status to Assign Salesforce Lead

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List Trigger to Remove From List to Set Salesforce Campaign Member Status

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Removed From List to Send SurveyMonkey Survey to Assign Salesforce Lead to Group

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List Trigger to Add to List to Assign Salesforce Lead

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Showing 20 journey ideas for Salesforce, Lists 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 Lists integration

Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.

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, Lists 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).
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.
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.
Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.

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.
Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.
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, Lists and SurveyMonkey.