Salesforce + Email + Survey Monkey integration
Use Autopilot to create journeys that use the Salesforce, Email and Survey Monkey integrations.
Marketing Automation ideas to integrate Salesforce, Email and Survey Monkey.
Salesforce Campaign Trigger to Check Email Status to Send SurveyMonkey Survey
Salesforce Campaign Trigger to Send Email to Send SurveyMonkey Survey
Salesforce Campaign Trigger to Send SurveyMonkey Survey to Send Email
Salesforce Field Changed to Check Email Status to Send SurveyMonkey Survey
Salesforce Field Changed to Send Email to Send SurveyMonkey Survey
Salesforce Field Changed to Send SurveyMonkey Survey to Send Email
Email Activity to Create Salesforce Opportunity to Send SurveyMonkey Survey
Email Activity to Assign Salesforce Lead to Send SurveyMonkey Survey
Email Activity to Set Salesforce Campaign Member Status to Send SurveyMonkey Survey
Email Activity to Add Salesforce Task to Send SurveyMonkey Survey
Email Activity to Check Salesforce Field to Send SurveyMonkey Survey
Email Activity to Check Salesforce Campaign Member Status to Send SurveyMonkey Survey
Email Activity to Assign Salesforce Lead to Group to Send SurveyMonkey Survey
Email Activity to Update Salesforce Field to Send SurveyMonkey Survey
Email Activity to Send SurveyMonkey Survey to Create Salesforce Opportunity
Email Activity to Send SurveyMonkey Survey to Assign Salesforce Lead
Email Activity to Send SurveyMonkey Survey to Set Salesforce Campaign Member Status
Email Activity to Send SurveyMonkey Survey to Add Salesforce Task
Email Activity to Send SurveyMonkey Survey to Assign Salesforce Lead to Group
Email Activity to Send SurveyMonkey Survey to Update Salesforce Field
SurveyMonkey Survey Response to Create Salesforce Opportunity to Send Email
SurveyMonkey Survey Response to Assign Salesforce Lead to Send Email
SurveyMonkey Survey Response to Set Salesforce Campaign Member Status to Send Email
SurveyMonkey Survey Response to Add Salesforce Task to Send Email
SurveyMonkey Survey Response to Check Salesforce Field to Send Email
SurveyMonkey Survey Response to Check Salesforce Campaign Member Status to Send Email
SurveyMonkey Survey Response to Assign Salesforce Lead to Group to Send Email
SurveyMonkey Survey Response to Update Salesforce Field to Send Email
SurveyMonkey Survey Response to Check Email Status to Create Salesforce Opportunity
SurveyMonkey Survey Response to Check Email Status to Assign Salesforce Lead
SurveyMonkey Survey Response to Check Email Status to Set Salesforce Campaign Member Status
SurveyMonkey Survey Response to Check Email Status to Add Salesforce Task
SurveyMonkey Survey Response to Check Email Status to Assign Salesforce Lead to Group
SurveyMonkey Survey Response to Check Email Status to Update Salesforce Field
SurveyMonkey Survey Response to Send Email to Create Salesforce Opportunity
SurveyMonkey Survey Response to Send Email to Assign Salesforce Lead
SurveyMonkey Survey Response to Send Email to Set Salesforce Campaign Member Status
SurveyMonkey Survey Response to Send Email to Add Salesforce Task
SurveyMonkey Survey Response to Send Email to Assign Salesforce Lead to Group
SurveyMonkey Survey Response to Send Email to Update Salesforce Field
Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Send Email
Email Activity to Create Salesforce Opportunity to Send SurveyMonkey Survey
Email Activity to Send Email to Set Salesforce Campaign Member Status
Email Activity to Check Email Status to Add Salesforce Task
Salesforce Field Changed to Send Email to Update Salesforce Field
SurveyMonkey Survey Response to Check Email Status to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Send SurveyMonkey Survey to Send Email
Email Activity to Add Salesforce Task to Send Email
Email Activity to Assign Salesforce Lead to Group to Send Email
SurveyMonkey Survey Response to Send Email to Set Salesforce Campaign Member Status
Email Activity to Send Email to Assign Salesforce Lead to Group
Email Activity to Check Email Status to Update Salesforce Field
Salesforce Campaign Trigger to Send Email to Create Salesforce Opportunity
SurveyMonkey Survey Response to Create Salesforce Opportunity to Send Email
Email Activity to Check Salesforce Campaign Member Status to Send Email
Salesforce Campaign Trigger to Send Email to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Send Email to Send SurveyMonkey Survey
Salesforce Field Changed to Create Salesforce Opportunity to Send Email
Salesforce Campaign Trigger to Update Salesforce Field to Send Email
Salesforce Campaign Trigger to Check Email Status to Send SurveyMonkey Survey
Showing 60 journey ideas for Salesforce, Email 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 Email integration
Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more. You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more. Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.
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, Email 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).
Email Activity
Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.
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 Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).
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 Email
Send a contact a personalized marketing or transactional email.
Send SurveyMonkey Survey
Send a SurveyMonkey survey to the contact in the journey.
