Salesforce + Lob + Survey Monkey integration

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

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

Salesforce Campaign Trigger to Mail Lob Postcard to Send SurveyMonkey Survey

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Salesforce Campaign Trigger to Send SurveyMonkey Survey to Mail Lob Postcard

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Salesforce Field Changed to Mail Lob Postcard to Send SurveyMonkey Survey

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Salesforce Field Changed to Send SurveyMonkey Survey to Mail Lob Postcard

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SurveyMonkey Survey Response to Create Salesforce Opportunity to Mail Lob Postcard

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SurveyMonkey Survey Response to Assign Salesforce Lead to Mail Lob Postcard

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SurveyMonkey Survey Response to Set Salesforce Campaign Member Status to Mail Lob Postcard

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SurveyMonkey Survey Response to Add Salesforce Task to Mail Lob Postcard

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SurveyMonkey Survey Response to Check Salesforce Field to Mail Lob Postcard

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SurveyMonkey Survey Response to Check Salesforce Campaign Member Status to Mail Lob Postcard

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SurveyMonkey Survey Response to Assign Salesforce Lead to Group to Mail Lob Postcard

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SurveyMonkey Survey Response to Update Salesforce Field to Mail Lob Postcard

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SurveyMonkey Survey Response to Mail Lob Postcard to Create Salesforce Opportunity

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SurveyMonkey Survey Response to Mail Lob Postcard to Assign Salesforce Lead

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SurveyMonkey Survey Response to Mail Lob Postcard to Set Salesforce Campaign Member Status

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SurveyMonkey Survey Response to Mail Lob Postcard to Add Salesforce Task

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SurveyMonkey Survey Response to Mail Lob Postcard to Assign Salesforce Lead to Group

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SurveyMonkey Survey Response to Mail Lob Postcard to Update Salesforce Field

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Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Mail Lob Postcard

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Salesforce Field Changed to Mail Lob Postcard to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Send SurveyMonkey Survey to Mail Lob Postcard

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Salesforce Campaign Trigger to Add Salesforce Task to Mail Lob Postcard

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SurveyMonkey Survey Response to Mail Lob Postcard to Update Salesforce Field

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Salesforce Campaign Trigger to Mail Lob Postcard to Set Salesforce Campaign Member Status

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Salesforce Campaign Trigger to Update Salesforce Field to Mail Lob Postcard

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Salesforce Campaign Trigger to Check Salesforce Campaign Member Status to Mail Lob Postcard

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Salesforce Field Changed to Check Salesforce Field to Mail Lob Postcard

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Salesforce Field Changed to Add Salesforce Task to Mail Lob Postcard

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SurveyMonkey Survey Response to Check Salesforce Campaign Member Status to Mail Lob Postcard

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Salesforce Field Changed to Set Salesforce Campaign Member Status to Mail Lob Postcard

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SurveyMonkey Survey Response to Create Salesforce Opportunity to Mail Lob Postcard

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Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Mail Lob Postcard

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SurveyMonkey Survey Response to Check Salesforce Field to Mail Lob Postcard

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Salesforce Campaign Trigger to Assign Salesforce Lead to Mail Lob Postcard

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Salesforce Field Changed to Mail Lob Postcard to Assign Salesforce Lead to Group

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Salesforce Field Changed to Mail Lob Postcard to Add Salesforce Task

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Salesforce Campaign Trigger to Mail Lob Postcard to Create Salesforce Opportunity

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SurveyMonkey Survey Response to Update Salesforce Field to Mail Lob Postcard

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Showing 38 journey ideas for Salesforce, Lob 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 Lob integration

Add a personal touch to your marketing by sending beautiful postcards to leads or customers as easily as you would an email.

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, Lob 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).
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.
Mail Lob Postcard
Send a contact a personalized, physical postcard.
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, Lob and Survey Monkey.