Twilio + SurveyMonkey + Base CRM integration

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

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Marketing Automation ideas to integrate Twilio, SurveyMonkey and Base CRM.

Twilio SMS Received to Send SurveyMonkey Survey to Send Twilio SMS

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Check Base Contact Field to Send Twilio SMS to Send SurveyMonkey Survey

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Check Base Contact Field to Send SurveyMonkey Survey to Send Twilio SMS

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Base Contact Field Change to Send Twilio SMS to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Send Twilio SMS to Send SurveyMonkey Survey

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Add a Base Deal to Send SurveyMonkey Survey to Send Twilio SMS

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SurveyMonkey Survey Response to Send Twilio SMS to Assign Base Contact Owner

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SurveyMonkey Survey Response to Send SurveyMonkey Survey to Send Twilio SMS

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SurveyMonkey Survey Response to Assign Base Contact Owner to Send Twilio SMS

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Twilio SMS Received to Send SurveyMonkey Survey to Assign Base Contact Owner

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Twilio SMS Received to Update Base Contact Field to Send SurveyMonkey Survey

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Check Base Deal Stage to Send SurveyMonkey Survey to Send Twilio SMS

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SurveyMonkey Survey Response to Update Base Contact Field to Send Twilio SMS

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Twilio SMS Received to Assign Base Contact Owner to Send SurveyMonkey Survey

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Twilio SMS Received to Send SurveyMonkey Survey to Update Base Contact Field

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SurveyMonkey Survey Response to Send Twilio SMS to Update Base Contact Field

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Base Contact Field Change to Send SurveyMonkey Survey to Send Twilio SMS

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Base Deal Stage Change to Send SurveyMonkey Survey to Send Twilio SMS

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Assign Base Task to Send SurveyMonkey Survey to Send Twilio SMS

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Add a Base Deal to Send Twilio SMS to Send SurveyMonkey Survey

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Showing 20 journey ideas for Twilio, SurveyMonkey and Base CRM

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 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.

About the Base CRM integration

Base built the first scientific sales platform that empowers businesses to grow revenue in a way that’s measurable, repeatable and scalable. Unlike legacy cloud CRM and sales force automation systems, Base offers an all-in-one solution that increases rep adoption rates and data capture across devices. With the ability to analyze big data trends in real-time, Base’s Apollo provides sales leaders with the actionable, quantifiable insights they need to accelerate performance.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Twilio integration, SurveyMonkey integration and the Base CRM 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.
SurveyMonkey Survey Response
Triggers a contact into a journey when they respond to a SurveyMonkey survey.
Check Base Contact Field
Check for a specific value in a contact field.
Add a Base Deal
Add a new deal against the contact in the journey.
Check Base Deal Stage
Check the deal stage with a true or false outcome.
Base Deal Stage Change
Add a contact to a journey when the deal stage changes in Base CRM.
Base Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Assign Base Task
Assigns a task for a lead or contact.

Journey Actions

Send Twilio SMS
Send a contact a personalized SMS. Capture replies and send follow-up messages based on their contents.
Send SurveyMonkey Survey
Send a SurveyMonkey survey to the contact in the journey.
Assign Base Contact Owner
Assigns an owner or round robins ownership to a contact.
Update Base Contact Field
Updates a field with a certain value associated against a contact in Base CRM.

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, SurveyMonkey and Base CRM.