Salesforce + SurveyMonkey Integration

Use Autopilot to automate and integrate Salesforce and SurveyMonkey.

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Marketing Automation ideas to integrate Salesforce and SurveyMonkey

SurveyMonkey Survey Response to Create Salesforce Opportunity

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SurveyMonkey Survey Response to Set Salesforce Campaign Member Status

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SurveyMonkey Survey Response to Set Salesforce Campaign Member Status to Add a Pipedrive Deal

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SurveyMonkey Survey Response to Add Salesforce Task

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SurveyMonkey Survey Response to Assign Salesforce Lead

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SurveyMonkey Survey Response to Check Salesforce Campaign Member Status to Eject from Journey

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SurveyMonkey Survey Response to Create Salesforce Opportunity to Update Pipedrive Deal Stage

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SurveyMonkey Survey Response to Add Salesforce Task to Remove From Facebook Custom Audience

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Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Send SurveyMonkey Survey

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Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Assign Salesforce Lead to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Check Salesforce Field to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Set Salesforce Campaign Member Status

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SurveyMonkey Survey Response to Set Salesforce Campaign Member Status

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SurveyMonkey Survey Response to Eject from Journey

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SurveyMonkey Survey Response to Assign Salesforce Lead

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Delighted NPS Response to Check Salesforce Campaign Member Status to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Update Pipedrive Deal Stage

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SurveyMonkey Survey Response to Remove From Facebook Custom Audience

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Showing 20 of 621 Marketing Automation ideas using Autopilot's Salesforce and SurveyMonkey integration.

About Salesforce

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 SurveyMonkey

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 Salesforce integration.

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's value 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 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.

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 Salesforce and SurveyMonkey.