Salesforce + Survey Monkey + Zendesk integration
Use Autopilot to create journeys that use the Salesforce, Survey Monkey and Zendesk integrations.
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Marketing Automation ideas to integrate Salesforce, Survey Monkey and Zendesk.
Submits New Zendesk Ticket to Assign Salesforce Lead to Send SurveyMonkey Survey
Salesforce Campaign Trigger to Send SurveyMonkey Survey to Update Salesforce Field
SurveyMonkey Survey Response to Check Salesforce Field to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Send SurveyMonkey Survey to Create Salesforce Opportunity
Submits New Zendesk Ticket to Assign Salesforce Lead to Group to Send SurveyMonkey Survey
Salesforce Field Changed to Assign Salesforce Lead to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Check Salesforce Campaign Member Status to Submit New Zendesk Ticket
Salesforce Field Changed to Send SurveyMonkey Survey to Update Salesforce Field
SurveyMonkey Survey Response to Submit New Zendesk Ticket to Create Salesforce Opportunity
Submits New Zendesk Ticket to Send SurveyMonkey Survey to Set Salesforce Campaign Member Status
Salesforce Field Changed to Check Salesforce Campaign Member Status to Send SurveyMonkey Survey
Salesforce Campaign Trigger to Send SurveyMonkey Survey to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Add Salesforce Task to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Zendesk Ticket Status to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Check Salesforce Field to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Set Salesforce Campaign Member Status to Submit New Zendesk Ticket
SurveyMonkey Survey Response to Send SurveyMonkey Survey to Add Salesforce Task
Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Zendesk Ticket Status to Add Salesforce Task
Salesforce Campaign Trigger to Check Salesforce Campaign Member Status to Send SurveyMonkey Survey
Showing 20 journey ideas for Salesforce, Survey Monkey and Zendesk
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 Zendesk integration
Zendesk is a service platform that builds software to empower organization and customer relationships. Zendesk’s family of products helps organizations understand their customers, improve communication, and offer support where and when it’s needed most.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Survey Monkey integration and the Zendesk 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.
Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.
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.
Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.
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.
Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.
