Twilio + Salesforce + SurveyMonkey integration

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

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Marketing Automation ideas to integrate Twilio, Salesforce and SurveyMonkey.

Salesforce Field Changed to Create Salesforce Opportunity to Send Twilio SMS

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Twilio SMS Received to Create Salesforce Opportunity to Send SurveyMonkey Survey

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Salesforce Field Changed to Send Twilio SMS to Assign Salesforce Lead to Group

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Twilio SMS Received to Send Twilio SMS to Update Salesforce Field

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Salesforce Field Changed to Send Twilio SMS to Send SurveyMonkey Survey

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Twilio SMS Received to Update Salesforce Field to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Update Salesforce Field to Send Twilio SMS

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Salesforce Field Changed to Send Twilio SMS to Create Salesforce Opportunity

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Salesforce Field Changed to Assign Salesforce Lead to Send Twilio SMS

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Twilio SMS Received to Send Twilio SMS to Set Salesforce Campaign Member Status

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Twilio SMS Received to Check Salesforce Field to Send SurveyMonkey Survey

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Salesforce Field Changed to Send Twilio SMS to Set Salesforce Campaign Member Status

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SurveyMonkey Survey Response to Assign Salesforce Lead to Send Twilio SMS

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Twilio SMS Received to Assign Salesforce Lead to Send SurveyMonkey Survey

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Salesforce Campaign Trigger to Update Salesforce Field to Send Twilio SMS

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SurveyMonkey Survey Response to Send Twilio SMS to Update Salesforce Field

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Twilio SMS Received to Send Twilio SMS to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Send Twilio SMS to Update Salesforce Field

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Salesforce Field Changed to Add Salesforce Task to Send Twilio SMS

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Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Send Twilio SMS

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Showing 20 journey ideas for Twilio, Salesforce and SurveyMonkey

About the Twilio integration

Create a multi-channel customer journey with personalized SMS messages. Use Autopilot's powerful conversational SMS features to capture replies, automate responses based on those replies (e.g. "yes" or "no") and trigger journeys based on incoming SMS messages (e.g. "subscribe"). There is simply no better way to automate SMS.

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 Twilio integration, Salesforce integration and the SurveyMonkey integration.

Journey Triggers

Twilio SMS Received
Add a contact to a journey when they SMS a keyword (e.g. "subscribe") to a number or messaging service.
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 Twilio SMS
Send a contact a personalized SMS. Capture replies and send follow-up messages based on their contents.
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 Twilio, Salesforce and SurveyMonkey.