Salesforce + SurveyMonkey + Base CRM integration

Use Autopilot to create journeys that use the Salesforce, SurveyMonkey and Base CRM integrations.

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Marketing Automation ideas to integrate Salesforce, SurveyMonkey and Base CRM.

Salesforce Field Changed to Assign Salesforce Lead to Send SurveyMonkey Survey

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Salesforce Field Changed to Update Base Contact Field to Send SurveyMonkey Survey

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Salesforce Campaign Trigger to Create Salesforce Opportunity to Send SurveyMonkey Survey

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Add a Base Deal to Send SurveyMonkey Survey to Add Salesforce Task

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SurveyMonkey Survey Response to Send SurveyMonkey Survey to Create Salesforce Opportunity

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SurveyMonkey Survey Response to Set Salesforce Campaign Member Status to Update Base Contact Field

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Base Deal Stage Change to Assign Salesforce Lead to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Check Base Deal Stage to Assign Salesforce Lead

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Salesforce Campaign Trigger to Check Base Deal Stage to Send SurveyMonkey Survey

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Assign Base Task to Send SurveyMonkey Survey to Assign Salesforce Lead

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SurveyMonkey Survey Response to Create Salesforce Opportunity to Assign Base Contact Owner

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Base Deal Stage Change to Send SurveyMonkey Survey to Assign Salesforce Lead

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Salesforce Field Changed to Send SurveyMonkey Survey to Assign Base Contact Owner

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Base Contact Field Change to Set Salesforce Campaign Member Status to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Assign Salesforce Lead to Group to Update Base Contact Field

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Base Contact Field Change to Send SurveyMonkey Survey to Assign Salesforce Lead to Group

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Add a Base Deal to Update Salesforce Field to Send SurveyMonkey Survey

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Assign Base Task to Check Salesforce Campaign Member Status to Send SurveyMonkey Survey

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Salesforce Field Changed to Assign Salesforce Lead to Group to Send SurveyMonkey Survey

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Assign Base Task to Set Salesforce Campaign Member Status to Send SurveyMonkey Survey

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Showing 20 journey ideas for Salesforce, SurveyMonkey and Base CRM

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 Base CRM integration

Base built the first scientific sales platform that empowers businesses to grow revenue in a way that’s measurable, repeatable and scalable. Unlike legacy cloud CRM and sales force automation systems, Base offers an all-in-one solution that increases rep adoption rates and data capture across devices. With the ability to analyze big data trends in real-time, Base’s Apollo provides sales leaders with the actionable, quantifiable insights they need to accelerate performance.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, SurveyMonkey integration and the Base CRM 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.
Add a Base Deal
Add a new deal against the contact in the journey.
Base Deal Stage Change
Add a contact to a journey when the deal stage changes in Base CRM.
Base Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Assign Base Task
Assigns a task for a lead or contact.

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 Base Deal Stage
Check the deal stage with a true or false outcome.
Check Base Contact Field
Check for a specific value in a contact field.

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.
Assign Base Contact Owner
Assigns an owner or round robins ownership to a contact.
Update Base Contact Field
Updates a field with a certain value associated against a contact in Base CRM.

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 Base CRM.