Salesforce + Intercom + Survey Monkey integration

Use Autopilot to create journeys that use the Salesforce, Intercom and Survey Monkey integrations.

Marketing Automation ideas to integrate Salesforce, Intercom and Survey Monkey.

Add Intercom Tag to Create Salesforce Opportunity to Send SurveyMonkey Survey

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Add Intercom Tag to Assign Salesforce Lead to Send SurveyMonkey Survey

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Add Intercom Tag to Set Salesforce Campaign Member Status to Send SurveyMonkey Survey

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Add Intercom Tag to Add Salesforce Task to Send SurveyMonkey Survey

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Add Intercom Tag to Check Salesforce Field to Send SurveyMonkey Survey

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Add Intercom Tag to Check Salesforce Campaign Member Status to Send SurveyMonkey Survey

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Add Intercom Tag to Assign Salesforce Lead to Group to Send SurveyMonkey Survey

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Add Intercom Tag to Update Salesforce Field to Send SurveyMonkey Survey

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Add Intercom Tag to Send SurveyMonkey Survey to Create Salesforce Opportunity

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Add Intercom Tag to Send SurveyMonkey Survey to Assign Salesforce Lead

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Add Intercom Tag to Send SurveyMonkey Survey to Set Salesforce Campaign Member Status

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Add Intercom Tag to Send SurveyMonkey Survey to Add Salesforce Task

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Add Intercom Tag to Send SurveyMonkey Survey to Assign Salesforce Lead to Group

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Add Intercom Tag to Send SurveyMonkey Survey to Update Salesforce Field

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New Intercom User to Create Salesforce Opportunity to Send SurveyMonkey Survey

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New Intercom User to Assign Salesforce Lead to Send SurveyMonkey Survey

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New Intercom User to Set Salesforce Campaign Member Status to Send SurveyMonkey Survey

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New Intercom User to Add Salesforce Task to Send SurveyMonkey Survey

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New Intercom User to Check Salesforce Field to Send SurveyMonkey Survey

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New Intercom User to Check Salesforce Campaign Member Status to Send SurveyMonkey Survey

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New Intercom User to Assign Salesforce Lead to Group to Send SurveyMonkey Survey

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New Intercom User to Update Salesforce Field to Send SurveyMonkey Survey

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New Intercom User to Send SurveyMonkey Survey to Create Salesforce Opportunity

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New Intercom User to Send SurveyMonkey Survey to Assign Salesforce Lead

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New Intercom User to Send SurveyMonkey Survey to Set Salesforce Campaign Member Status

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New Intercom User to Send SurveyMonkey Survey to Add Salesforce Task

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New Intercom User to Send SurveyMonkey Survey to Assign Salesforce Lead to Group

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New Intercom User to Send SurveyMonkey Survey to Update Salesforce Field

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New Intercom Lead to Create Salesforce Opportunity to Send SurveyMonkey Survey

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New Intercom Lead to Assign Salesforce Lead to Send SurveyMonkey Survey

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New Intercom Lead to Set Salesforce Campaign Member Status to Send SurveyMonkey Survey

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New Intercom Lead to Add Salesforce Task to Send SurveyMonkey Survey

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New Intercom Lead to Check Salesforce Field to Send SurveyMonkey Survey

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New Intercom Lead to Check Salesforce Campaign Member Status to Send SurveyMonkey Survey

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New Intercom Lead to Assign Salesforce Lead to Group to Send SurveyMonkey Survey

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New Intercom Lead to Update Salesforce Field to Send SurveyMonkey Survey

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New Intercom Lead to Send SurveyMonkey Survey to Create Salesforce Opportunity

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New Intercom Lead to Send SurveyMonkey Survey to Assign Salesforce Lead

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New Intercom Lead to Send SurveyMonkey Survey to Set Salesforce Campaign Member Status

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New Intercom Lead to Send SurveyMonkey Survey to Add Salesforce Task

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New Intercom Lead to Send SurveyMonkey Survey to Assign Salesforce Lead to Group

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New Intercom Lead to Send SurveyMonkey Survey to Update Salesforce Field

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Intercom Tag to Create Salesforce Opportunity to Send SurveyMonkey Survey

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Intercom Tag to Assign Salesforce Lead to Send SurveyMonkey Survey

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Intercom Tag to Set Salesforce Campaign Member Status to Send SurveyMonkey Survey

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Intercom Tag to Add Salesforce Task to Send SurveyMonkey Survey

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Intercom Tag to Check Salesforce Field to Send SurveyMonkey Survey

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Intercom Tag to Check Salesforce Campaign Member Status to Send SurveyMonkey Survey

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Intercom Tag to Assign Salesforce Lead to Group to Send SurveyMonkey Survey

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Intercom Tag to Update Salesforce Field to Send SurveyMonkey Survey

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Intercom Tag to Send SurveyMonkey Survey to Create Salesforce Opportunity

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Intercom Tag to Send SurveyMonkey Survey to Assign Salesforce Lead

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Intercom Tag to Send SurveyMonkey Survey to Set Salesforce Campaign Member Status

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Intercom Tag to Send SurveyMonkey Survey to Add Salesforce Task

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Intercom Tag to Send SurveyMonkey Survey to Assign Salesforce Lead to Group

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Intercom Tag to Send SurveyMonkey Survey to Update Salesforce Field

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Add Intercom Tag to Send SurveyMonkey Survey to Add Salesforce Task

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Intercom Tag to Add Salesforce Task to Send SurveyMonkey Survey

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New Intercom Lead to Assign Salesforce Lead to Send SurveyMonkey Survey

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New Intercom User to Send SurveyMonkey Survey to Assign Salesforce Lead

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Add Intercom Tag to Send SurveyMonkey Survey to Set Salesforce Campaign Member Status

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New Intercom Lead to Check Salesforce Campaign Member Status to Send SurveyMonkey Survey

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New Intercom Lead to Send SurveyMonkey Survey to Assign Salesforce Lead

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Intercom Tag to Update Salesforce Field to Send SurveyMonkey Survey

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New Intercom User to Set Salesforce Campaign Member Status to Send SurveyMonkey Survey

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New Intercom Lead to Send SurveyMonkey Survey to Set Salesforce Campaign Member Status

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Add Intercom Tag to Update Salesforce Field to Send SurveyMonkey Survey

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New Intercom User to Send SurveyMonkey Survey to Assign Salesforce Lead to Group

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Add Intercom Tag to Check Salesforce Campaign Member Status to Send SurveyMonkey Survey

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Intercom Tag to Create Salesforce Opportunity to Send SurveyMonkey Survey

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New Intercom User to Assign Salesforce Lead to Send SurveyMonkey Survey

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New Intercom Lead to Send SurveyMonkey Survey to Add Salesforce Task

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Add Intercom Tag to Send SurveyMonkey Survey to Update Salesforce Field

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New Intercom Lead to Create Salesforce Opportunity to Send SurveyMonkey Survey

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Add Intercom Tag to Add Salesforce Task to Send SurveyMonkey Survey

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New Intercom User to Check Salesforce Field to Send SurveyMonkey Survey

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Showing 76 journey ideas for Salesforce, Intercom 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 Intercom integration

Combine the power of Intercom and Autopilot and create a seamless experience for your leads and users. You can add new Intercom leads and users to Autopilot automatically, trigger Autopilot journeys when someone is tagged in Intercom, add Autopilot contacts to Intercom, and tag leads or users in Intercom based on what occurs in an Autopilot journey, so you can take a follow-up action in Intercom.

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, Intercom 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).
Add Intercom Tag
Tag an Intercom lead or user.
New Intercom User
Add any new Intercom user to a journey.
New Intercom Lead
Add any new Intercom lead to a journey.
Intercom Tag
Add an Intercom lead or user to a journey when they are tagged in Intercom.
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.

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 Salesforce, Intercom and Survey Monkey.