Segment + Salesforce + SurveyMonkey integration
Use Autopilot to create journeys that use the Segment, Salesforce and SurveyMonkey integrations.
Upcoming
Marketing Automation ideas to integrate Segment, Salesforce and SurveyMonkey.
Salesforce Field Changed to Check Salesforce Campaign Member Status to Send Segment Event
Salesforce Campaign Trigger to Assign Salesforce Lead to Send Segment Event
Salesforce Field Changed to Create Salesforce Opportunity to Send Segment Event
Salesforce Campaign Trigger to Send Segment Event to Add Salesforce Task
Salesforce Field Changed to Assign Salesforce Lead to Group to Send Segment Event
Segment Event to Assign Salesforce Lead to Group to Send SurveyMonkey Survey
Salesforce Field Changed to Send Segment Event to Create Salesforce Opportunity
Salesforce Field Changed to Send Segment Event to Send SurveyMonkey Survey
Segment Event to Set Salesforce Campaign Member Status to Send Segment Event
Salesforce Field Changed to Send Segment Event to Assign Salesforce Lead to Group
Segment Event to Send SurveyMonkey Survey to Assign Salesforce Lead
Segment Event to Send Segment Event to Update Salesforce Field
SurveyMonkey Survey Response to Create Salesforce Opportunity to Send Segment Event
Salesforce Campaign Trigger to Send Segment Event to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Update Salesforce Field to Send Segment Event
Salesforce Field Changed to Send Segment Event to Add Salesforce Task
Salesforce Campaign Trigger to Check Salesforce Campaign Member Status to Send Segment Event
Salesforce Field Changed to Assign Salesforce Lead to Send Segment Event
SurveyMonkey Survey Response to Set Salesforce Campaign Member Status to Send Segment Event
Salesforce Campaign Trigger to Send Segment Event to Assign Salesforce Lead to Group
Showing 20 journey ideas for Segment, Salesforce and SurveyMonkey
About the Segment integration
Personalize your marketing by triggering and personalizing your messages based on user events. Activate new users and drive higher engagement and retention.
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 Segment integration, Salesforce integration and the SurveyMonkey integration.
Journey Triggers
Segment Event
Add a contact to a journey when they perform a Segment event.
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 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
Send Segment Event
Send a contextual Segment Event.
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 Segment, Salesforce and SurveyMonkey.
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