Typeform + SurveyMonkey + Salesforce integration

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

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Marketing Automation ideas to integrate Typeform, SurveyMonkey and Salesforce.

Typeform Submitted to Send SurveyMonkey Survey to Update Salesforce Field

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SurveyMonkey Survey Response to Has Submitted Typeform to Add Salesforce Task

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Typeform Submitted to Send SurveyMonkey Survey to Assign Salesforce Lead

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Salesforce Campaign Trigger to Has Submitted Typeform to Send SurveyMonkey Survey

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Typeform Submitted to Has Submitted Typeform to Send SurveyMonkey Survey

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Typeform Submitted to Send SurveyMonkey Survey to Assign Salesforce Lead to Group

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Typeform Submitted to Add Salesforce Task to Send SurveyMonkey Survey

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Typeform Submitted to Check Salesforce Campaign Member Status to Send SurveyMonkey Survey

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Typeform Submitted to Send SurveyMonkey Survey to Create Salesforce Opportunity

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Typeform Submitted to Update Salesforce Field to Send SurveyMonkey Survey

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Typeform Submitted to Create Salesforce Opportunity to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Has Submitted Typeform to Assign Salesforce Lead to Group

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Typeform Submitted to Send SurveyMonkey Survey to Set Salesforce Campaign Member Status

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SurveyMonkey Survey Response to Has Submitted Typeform to Update Salesforce Field

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Typeform Submitted to Set Salesforce Campaign Member Status to Send SurveyMonkey Survey

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Typeform Submitted to Check Salesforce Field to Send SurveyMonkey Survey

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Typeform Submitted to Assign Salesforce Lead to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Has Submitted Typeform to Create Salesforce Opportunity

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SurveyMonkey Survey Response to Has Submitted Typeform to Set Salesforce Campaign Member Status

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SurveyMonkey Survey Response to Has Submitted Typeform to Send SurveyMonkey Survey

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Showing 20 journey ideas for Typeform, SurveyMonkey and Salesforce

About the Typeform integration

Continue the conversations you started on Typeform by automating the next steps of your customer’s journey in Autopilot.

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 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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Typeform integration, SurveyMonkey integration and the Salesforce integration.

Journey Triggers

Typeform Submitted
Add a contact to a journey when they submit a Typeform.
SurveyMonkey Survey Response
Triggers a contact into a journey when they respond to a SurveyMonkey survey.
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).

Conditions

Has Submitted Typeform
Check if a contact has previously submitted a specific Typeform.
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 SurveyMonkey Survey
Send a SurveyMonkey survey to the contact in the journey.
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.

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 Typeform, SurveyMonkey and Salesforce.