Salesforce + Smart Segments + Survey Monkey integration
Use Autopilot to create journeys that use the Salesforce, Smart Segments and Survey Monkey integrations.
Marketing Automation ideas to integrate Salesforce, Smart Segments and Survey Monkey.
Smart Segment Trigger to Create Salesforce Opportunity to Send SurveyMonkey Survey
Smart Segment Trigger to Assign Salesforce Lead to Send SurveyMonkey Survey
Smart Segment Trigger to Set Salesforce Campaign Member Status to Send SurveyMonkey Survey
Smart Segment Trigger to Add Salesforce Task to Send SurveyMonkey Survey
Smart Segment Trigger to Check Salesforce Field to Send SurveyMonkey Survey
Smart Segment Trigger to Check Salesforce Campaign Member Status to Send SurveyMonkey Survey
Smart Segment Trigger to Assign Salesforce Lead to Group to Send SurveyMonkey Survey
Smart Segment Trigger to Update Salesforce Field to Send SurveyMonkey Survey
Smart Segment Trigger to Send SurveyMonkey Survey to Create Salesforce Opportunity
Smart Segment Trigger to Send SurveyMonkey Survey to Assign Salesforce Lead
Smart Segment Trigger to Send SurveyMonkey Survey to Set Salesforce Campaign Member Status
Smart Segment Trigger to Send SurveyMonkey Survey to Add Salesforce Task
Smart Segment Trigger to Send SurveyMonkey Survey to Assign Salesforce Lead to Group
Smart Segment Trigger to Send SurveyMonkey Survey to Update Salesforce Field
Smart Segment Trigger to Send SurveyMonkey Survey to Add Salesforce Task
Smart Segment Trigger to Send SurveyMonkey Survey to Update Salesforce Field
Smart Segment Trigger to Send SurveyMonkey Survey to Assign Salesforce Lead to Group
Smart Segment Trigger to Check Salesforce Campaign Member Status to Send SurveyMonkey Survey
Smart Segment Trigger to Send SurveyMonkey Survey to Set Salesforce Campaign Member Status
Smart Segment Trigger to Check Salesforce Field to Send SurveyMonkey Survey
Smart Segment Trigger to Add Salesforce Task to Send SurveyMonkey Survey
Smart Segment Trigger to Send SurveyMonkey Survey to Create Salesforce Opportunity
Smart Segment Trigger to Send SurveyMonkey Survey to Assign Salesforce Lead
Smart Segment Trigger to Assign Salesforce Lead to Send SurveyMonkey Survey
Smart Segment Trigger to Create Salesforce Opportunity to Send SurveyMonkey Survey
Smart Segment Trigger to Update Salesforce Field to Send SurveyMonkey Survey
Smart Segment Trigger to Set Salesforce Campaign Member Status to Send SurveyMonkey Survey
Smart Segment Trigger to Assign Salesforce Lead to Group to Send SurveyMonkey Survey
Showing 28 journey ideas for Salesforce, Smart Segments 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 Smart Segments integration
Targeting the right people with the right message has never been this easy. Easily segment and engage your leads and customers based on any combination of field values, behaviors, list memberships and much more. Add them to journeys automatically when they meet your criteria.
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, Smart Segments 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).
Smart Segment Trigger
Add contacts on a smart segment to a journey.
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.
