Salesforce + Big Commerce + Survey Monkey integration
Use Autopilot to create journeys that use the Salesforce, Big Commerce and Survey Monkey integrations.
Upcoming
Marketing Automation ideas to integrate Salesforce, Big Commerce and Survey Monkey.
New BigCommerce Customer to Set Salesforce Campaign Member Status to Send SurveyMonkey Survey
New Big Commerce Order to Send SurveyMonkey Survey to Add Salesforce Task
New Big Commerce Order to Add Salesforce Task to Send SurveyMonkey Survey
New Big Commerce Order to Send SurveyMonkey Survey to Assign Salesforce Lead to Group
New Big Commerce Order to Update Salesforce Field to Send SurveyMonkey Survey
New BigCommerce Customer to Add Salesforce Task to Send SurveyMonkey Survey
Abandoned BigCommerce Cart to Set Salesforce Campaign Member Status to Send SurveyMonkey Survey
Abandoned BigCommerce Cart to Send SurveyMonkey Survey to Add Salesforce Task
New BigCommerce Customer to Send SurveyMonkey Survey to Update Salesforce Field
Abandoned BigCommerce Cart to Check Salesforce Campaign Member Status to Send SurveyMonkey Survey
Abandoned BigCommerce Cart to Send SurveyMonkey Survey to Create Salesforce Opportunity
New Big Commerce Order to Send SurveyMonkey Survey to Create Salesforce Opportunity
Abandoned BigCommerce Cart to Send SurveyMonkey Survey to Assign Salesforce Lead to Group
Abandoned BigCommerce Cart to Send SurveyMonkey Survey to Update Salesforce Field
New BigCommerce Customer to Assign Salesforce Lead to Send SurveyMonkey Survey
New BigCommerce Customer to Send SurveyMonkey Survey to Set Salesforce Campaign Member Status
New Big Commerce Order to Set Salesforce Campaign Member Status to Send SurveyMonkey Survey
Abandoned BigCommerce Cart to Assign Salesforce Lead to Group to Send SurveyMonkey Survey
New BigCommerce Customer to Send SurveyMonkey Survey to Create Salesforce Opportunity
New Big Commerce Order to Send SurveyMonkey Survey to Set Salesforce Campaign Member Status
Showing 20 journey ideas for Salesforce, Big Commerce and Survey Monkey
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 Big Commerce integration
BigCommerce enables merchants to sell more and scale faster than any other solution. We empower some of Australia's most successful brands to grow sales while streamlining operations.
About the Survey Monkey integration
SurveyMonkey is the world's leading online survey platform, but it is complicated and expensive. Autopilot has the ability to create "Capture forms" which can act as surveys. You can then send those responses to yourself via Slack, SMS, and analyse the responses in ledger form, reports, and advanced graphs. Autopilot also allows you to have automated survey follow ups and segment your customers into audiences based on their survey response.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Big Commerce integration and the Survey Monkey integration.
Journey Triggers
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).
New Big Commerce Order
Triggers when a contact places a new order in Big Commerce.
New BigCommerce Customer
Triggers a contact into a journey when a new customer is added to Big Commerce.
Abandoned BigCommerce Cart
Add a new contact to a journey when they abandon a Big Commerce cart.
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
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.
