Salesforce + Custom Fields + Survey Monkey integration
Use Autopilot to create journeys that use the Salesforce, Custom Fields and Survey Monkey integrations.
Marketing Automation ideas to integrate Salesforce, Custom Fields and Survey Monkey.
Salesforce Campaign Trigger to Update Field to Send SurveyMonkey Survey
Salesforce Campaign Trigger to Check Field to Send SurveyMonkey Survey
Salesforce Campaign Trigger to Send SurveyMonkey Survey to Update Field
Salesforce Field Changed to Update Field to Send SurveyMonkey Survey
Salesforce Field Changed to Check Field to Send SurveyMonkey Survey
Salesforce Field Changed to Send SurveyMonkey Survey to Update Field
Field Match to Create Salesforce Opportunity to Send SurveyMonkey Survey
Field Match to Assign Salesforce Lead to Send SurveyMonkey Survey
Field Match to Set Salesforce Campaign Member Status to Send SurveyMonkey Survey
Field Match to Add Salesforce Task to Send SurveyMonkey Survey
Field Match to Check Salesforce Field to Send SurveyMonkey Survey
Field Match to Check Salesforce Campaign Member Status to Send SurveyMonkey Survey
Field Match to Assign Salesforce Lead to Group to Send SurveyMonkey Survey
Field Match to Update Salesforce Field to Send SurveyMonkey Survey
Field Match to Send SurveyMonkey Survey to Create Salesforce Opportunity
Field Match to Send SurveyMonkey Survey to Assign Salesforce Lead
Field Match to Send SurveyMonkey Survey to Set Salesforce Campaign Member Status
Field Match to Send SurveyMonkey Survey to Add Salesforce Task
Field Match to Send SurveyMonkey Survey to Assign Salesforce Lead to Group
Field Match to Send SurveyMonkey Survey to Update Salesforce Field
SurveyMonkey Survey Response to Create Salesforce Opportunity to Update Field
SurveyMonkey Survey Response to Assign Salesforce Lead to Update Field
SurveyMonkey Survey Response to Set Salesforce Campaign Member Status to Update Field
SurveyMonkey Survey Response to Add Salesforce Task to Update Field
SurveyMonkey Survey Response to Check Salesforce Field to Update Field
SurveyMonkey Survey Response to Check Salesforce Campaign Member Status to Update Field
SurveyMonkey Survey Response to Assign Salesforce Lead to Group to Update Field
SurveyMonkey Survey Response to Update Salesforce Field to Update Field
SurveyMonkey Survey Response to Update Field to Create Salesforce Opportunity
SurveyMonkey Survey Response to Update Field to Assign Salesforce Lead
SurveyMonkey Survey Response to Update Field to Set Salesforce Campaign Member Status
SurveyMonkey Survey Response to Update Field to Add Salesforce Task
SurveyMonkey Survey Response to Update Field to Assign Salesforce Lead to Group
SurveyMonkey Survey Response to Update Field to Update Salesforce Field
SurveyMonkey Survey Response to Check Field to Create Salesforce Opportunity
SurveyMonkey Survey Response to Check Field to Assign Salesforce Lead
SurveyMonkey Survey Response to Check Field to Set Salesforce Campaign Member Status
SurveyMonkey Survey Response to Check Field to Add Salesforce Task
SurveyMonkey Survey Response to Check Field to Assign Salesforce Lead to Group
SurveyMonkey Survey Response to Check Field to Update Salesforce Field
Salesforce Campaign Trigger to Check Field to Add Salesforce Task
Salesforce Campaign Trigger to Check Field to Set Salesforce Campaign Member Status
SurveyMonkey Survey Response to Assign Salesforce Lead to Group to Update Field
Field Match to Add Salesforce Task to Update Field
SurveyMonkey Survey Response to Check Field to Assign Salesforce Lead to Group
Salesforce Field Changed to Create Salesforce Opportunity to Update Field
Field Match to Update Salesforce Field to Send SurveyMonkey Survey
Field Match to Check Salesforce Campaign Member Status to Update Field
Salesforce Campaign Trigger to Check Salesforce Campaign Member Status to Update Field
SurveyMonkey Survey Response to Check Field to Create Salesforce Opportunity
Field Match to Update Field to Set Salesforce Campaign Member Status
SurveyMonkey Survey Response to Check Field to Set Salesforce Campaign Member Status
Field Match to Check Salesforce Field to Send SurveyMonkey Survey
Salesforce Field Changed to Check Salesforce Field to Update Field
Salesforce Field Changed to Check Field to Create Salesforce Opportunity
Field Match to Update Field to Assign Salesforce Lead to Group
Field Match to Check Salesforce Field to Update Field
Field Match to Update Field to Update Salesforce Field
Field Match to Add Salesforce Task to Send SurveyMonkey Survey
Field Match to Create Salesforce Opportunity to Update Field
Showing 60 journey ideas for Salesforce, Custom Fields 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 Custom Fields integration
Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.
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, Custom Fields 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).
Field Match
Add a contact to a journey when a particular field's value 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.
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
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.
Update Field
Update a field to a specific value.
Send SurveyMonkey Survey
Send a SurveyMonkey survey to the contact in the journey.
