Segment + Salesforce + SurveyMonkey integration

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

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Marketing Automation ideas to integrate Segment, Salesforce and SurveyMonkey.

Salesforce Field Changed to Send Segment Event to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Send Segment Event to Assign Salesforce Lead

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Salesforce Campaign Trigger to Check Salesforce Campaign Member Status to Send Segment Event

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Segment Event to Assign Salesforce Lead to Group to Send SurveyMonkey Survey

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Salesforce Campaign Trigger to Send Segment Event to Assign Salesforce Lead

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Salesforce Campaign Trigger to Send Segment Event to Set Salesforce Campaign Member Status

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Segment Event to Send Segment Event to Assign Salesforce Lead

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SurveyMonkey Survey Response to Create Salesforce Opportunity to Send Segment Event

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Segment Event to Add Salesforce Task to Send Segment Event

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Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Send Segment Event

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Salesforce Field Changed to Add Salesforce Task to Send Segment Event

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Salesforce Campaign Trigger to Update Salesforce Field to Send Segment Event

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Segment Event to Check Salesforce Campaign Member Status to Send Segment Event

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Segment Event to Assign Salesforce Lead to Send Segment Event

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Segment Event to Send SurveyMonkey Survey to Assign Salesforce Lead

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Salesforce Campaign Trigger to Send SurveyMonkey Survey to Send Segment Event

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Salesforce Field Changed to Create Salesforce Opportunity to Send Segment Event

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Salesforce Field Changed to Check Salesforce Campaign Member Status to Send Segment Event

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SurveyMonkey Survey Response to Send Segment Event to Set Salesforce Campaign Member Status

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SurveyMonkey Survey Response to Assign Salesforce Lead to Group to Send Segment Event

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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.