Salesforce + Survey Monkey + Drift integration
Use Autopilot to create journeys that use the Salesforce, Survey Monkey and Drift integrations.
Marketing Automation ideas to integrate Salesforce, Survey Monkey and Drift.
New Drift Contact to Create Salesforce Opportunity to Send SurveyMonkey Survey
New Drift Contact to Assign Salesforce Lead to Send SurveyMonkey Survey
New Drift Contact to Set Salesforce Campaign Member Status to Send SurveyMonkey Survey
New Drift Contact to Add Salesforce Task to Send SurveyMonkey Survey
New Drift Contact to Check Salesforce Field to Send SurveyMonkey Survey
New Drift Contact to Check Salesforce Campaign Member Status to Send SurveyMonkey Survey
New Drift Contact to Assign Salesforce Lead to Group to Send SurveyMonkey Survey
New Drift Contact to Update Salesforce Field to Send SurveyMonkey Survey
New Drift Contact to Send SurveyMonkey Survey to Create Salesforce Opportunity
New Drift Contact to Send SurveyMonkey Survey to Assign Salesforce Lead
New Drift Contact to Send SurveyMonkey Survey to Set Salesforce Campaign Member Status
New Drift Contact to Send SurveyMonkey Survey to Add Salesforce Task
New Drift Contact to Send SurveyMonkey Survey to Assign Salesforce Lead to Group
New Drift Contact to Send SurveyMonkey Survey to Update Salesforce Field
Drift Goal Reached to Create Salesforce Opportunity to Send SurveyMonkey Survey
Drift Goal Reached to Assign Salesforce Lead to Send SurveyMonkey Survey
Drift Goal Reached to Set Salesforce Campaign Member Status to Send SurveyMonkey Survey
Drift Goal Reached to Add Salesforce Task to Send SurveyMonkey Survey
Drift Goal Reached to Check Salesforce Field to Send SurveyMonkey Survey
Drift Goal Reached to Check Salesforce Campaign Member Status to Send SurveyMonkey Survey
Drift Goal Reached to Assign Salesforce Lead to Group to Send SurveyMonkey Survey
Drift Goal Reached to Update Salesforce Field to Send SurveyMonkey Survey
Drift Goal Reached to Send SurveyMonkey Survey to Create Salesforce Opportunity
Drift Goal Reached to Send SurveyMonkey Survey to Assign Salesforce Lead
Drift Goal Reached to Send SurveyMonkey Survey to Set Salesforce Campaign Member Status
Drift Goal Reached to Send SurveyMonkey Survey to Add Salesforce Task
Drift Goal Reached to Send SurveyMonkey Survey to Assign Salesforce Lead to Group
Drift Goal Reached to Send SurveyMonkey Survey to Update Salesforce Field
Drift Goal Reached to Check Salesforce Field to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Send SurveyMonkey Survey to Create Salesforce Opportunity
Salesforce Field Changed to Assign Salesforce Lead to Send SurveyMonkey Survey
Salesforce Field Changed to Check Salesforce Campaign Member Status to Send SurveyMonkey Survey
Drift Goal Reached to Send SurveyMonkey Survey to Add Salesforce Task
Drift Goal Reached to Create Salesforce Opportunity to Send SurveyMonkey Survey
Drift Goal Reached to Send SurveyMonkey Survey to Assign Salesforce Lead to Group
Salesforce Field Changed to Set Salesforce Campaign Member Status to Send SurveyMonkey Survey
New Drift Contact to Check Salesforce Campaign Member Status to Send SurveyMonkey Survey
Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Send SurveyMonkey Survey
New Drift Contact to Check Salesforce Field to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Check Salesforce Field to Send SurveyMonkey Survey
New Drift Contact to Set Salesforce Campaign Member Status to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Create Salesforce Opportunity to Send SurveyMonkey Survey
New Drift Contact to Send SurveyMonkey Survey to Assign Salesforce Lead
Salesforce Field Changed to Send SurveyMonkey Survey to Assign Salesforce Lead to Group
SurveyMonkey Survey Response to Send SurveyMonkey Survey to Add Salesforce Task
Salesforce Field Changed to Check Salesforce Field to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Send SurveyMonkey Survey to Assign Salesforce Lead
SurveyMonkey Survey Response to Add Salesforce Task to Send SurveyMonkey Survey
Showing 48 journey ideas for Salesforce, Survey Monkey and Drift
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 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.
About the Drift integration
Combine the power of Drift and Autopilot to create a seamless and engaging experience for your leads and customers. Add new Drift contacts to Autopilot automatically, and trigger Autopilot journeys when someone reaches a goal in Drift. Converting Drift leads has never been this easy.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Survey Monkey integration and the Drift 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.
New Drift Contact
Add any new Drift contact to a journey.
Drift Goal Reached
Add a contact to a journey when they reach a goal in Drift.
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.
