Salesforce + SurveyMonkey + AB Split Testing integration

Use Autopilot to create journeys that use the Salesforce, SurveyMonkey and AB Split Testing integrations.

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Marketing Automation ideas to integrate Salesforce, SurveyMonkey and AB Split Testing.

SurveyMonkey Survey Response to Update Salesforce Field to Send SurveyMonkey Survey

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Salesforce Field Changed to Send SurveyMonkey Survey to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Assign Salesforce Lead to Send SurveyMonkey Survey

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Salesforce Field Changed to Check Salesforce Field to Send SurveyMonkey Survey

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Salesforce Campaign Trigger to AB Split to Send SurveyMonkey Survey

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Salesforce Field Changed to AB Split to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Send SurveyMonkey Survey to Assign Salesforce Lead

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Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Check Salesforce Field to AB Split

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SurveyMonkey Survey Response to Add Salesforce Task to AB Split

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SurveyMonkey Survey Response to Assign Salesforce Lead to AB Split

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SurveyMonkey Survey Response to Add Salesforce Task to Send SurveyMonkey Survey

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Salesforce Field Changed to Send SurveyMonkey Survey to Update Salesforce Field

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SurveyMonkey Survey Response to Set Salesforce Campaign Member Status to Send SurveyMonkey Survey

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Salesforce Campaign Trigger to Send SurveyMonkey Survey to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Send SurveyMonkey Survey to Assign Salesforce Lead to Group

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SurveyMonkey Survey Response to Create Salesforce Opportunity to Send SurveyMonkey Survey

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Salesforce Campaign Trigger to Create Salesforce Opportunity to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Check Salesforce Campaign Member Status to Send SurveyMonkey Survey

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Salesforce Campaign Trigger to Send SurveyMonkey Survey to Add Salesforce Task

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Showing 20 journey ideas for Salesforce, SurveyMonkey and AB Split Testing

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 SurveyMonkey integration

SurveyMonkey is the world's leading online survey platform, with more than 3 million survey responses every day. SurveyMonkey has revolutionized the way people give and take feedback, making it accessible, easy and affordable for everyone. The company was founded in 1999 with a focus on helping people make better decisions, and has built technology based on over 10 years of experience in survey methodology and web development. Customers include 99% of the Fortune 500, academic institutions, organizations and neighborhood soccer leagues everywhere.

About the AB Split Testing integration

AB Split Testing is vital to optimizing your marketing. Running regular experiments helps you to maximize the impact of your marketing spend. For example, you might setup an AB Split Test to see which email subject line leads to the best open or click rate. Or you might setup a test to see which Facebook Ad leads to the most conversions. Ongoing success in marketing comes down to making AB Split Testing part of every customer journey. Autopilot makes that easy.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, SurveyMonkey integration and the AB Split Testing 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.
Send SurveyMonkey Survey
Send a SurveyMonkey survey to the contact in the journey.
AB Split
Randomly split contacts into two groups.

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, SurveyMonkey and AB Split Testing.