Salesforce + Trello + Survey Monkey integration
Use Autopilot to create journeys that use the Salesforce, Trello and Survey Monkey integrations.
Marketing Automation ideas to integrate Salesforce, Trello and Survey Monkey.
Salesforce Campaign Trigger to Add Trello Card to Send SurveyMonkey Survey
Salesforce Campaign Trigger to Send SurveyMonkey Survey to Add Trello Card
Salesforce Field Changed to Add Trello Card to Send SurveyMonkey Survey
Salesforce Field Changed to Send SurveyMonkey Survey to Add Trello Card
SurveyMonkey Survey Response to Create Salesforce Opportunity to Add Trello Card
SurveyMonkey Survey Response to Assign Salesforce Lead to Add Trello Card
SurveyMonkey Survey Response to Set Salesforce Campaign Member Status to Add Trello Card
SurveyMonkey Survey Response to Add Salesforce Task to Add Trello Card
SurveyMonkey Survey Response to Check Salesforce Field to Add Trello Card
SurveyMonkey Survey Response to Check Salesforce Campaign Member Status to Add Trello Card
SurveyMonkey Survey Response to Assign Salesforce Lead to Group to Add Trello Card
SurveyMonkey Survey Response to Update Salesforce Field to Add Trello Card
SurveyMonkey Survey Response to Add Trello Card to Create Salesforce Opportunity
SurveyMonkey Survey Response to Add Trello Card to Assign Salesforce Lead
SurveyMonkey Survey Response to Add Trello Card to Set Salesforce Campaign Member Status
SurveyMonkey Survey Response to Add Trello Card to Add Salesforce Task
SurveyMonkey Survey Response to Add Trello Card to Assign Salesforce Lead to Group
SurveyMonkey Survey Response to Add Trello Card to Update Salesforce Field
Salesforce Field Changed to Add Trello Card to Assign Salesforce Lead
Salesforce Campaign Trigger to Add Trello Card to Assign Salesforce Lead to Group
SurveyMonkey Survey Response to Add Trello Card to Assign Salesforce Lead
SurveyMonkey Survey Response to Add Trello Card to Add Salesforce Task
Salesforce Field Changed to Update Salesforce Field to Add Trello Card
SurveyMonkey Survey Response to Add Trello Card to Create Salesforce Opportunity
Salesforce Campaign Trigger to Send SurveyMonkey Survey to Add Trello Card
Salesforce Campaign Trigger to Add Trello Card to Add Salesforce Task
SurveyMonkey Survey Response to Create Salesforce Opportunity to Add Trello Card
Salesforce Field Changed to Add Trello Card to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Update Salesforce Field to Add Trello Card
Salesforce Campaign Trigger to Check Salesforce Field to Add Trello Card
SurveyMonkey Survey Response to Add Salesforce Task to Add Trello Card
SurveyMonkey Survey Response to Update Salesforce Field to Add Trello Card
Salesforce Field Changed to Check Salesforce Field to Add Trello Card
Salesforce Field Changed to Add Salesforce Task to Add Trello Card
Salesforce Campaign Trigger to Add Trello Card to Assign Salesforce Lead
Salesforce Campaign Trigger to Add Trello Card to Create Salesforce Opportunity
Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Add Trello Card
Salesforce Campaign Trigger to Add Trello Card to Set Salesforce Campaign Member Status
Showing 38 journey ideas for Salesforce, Trello 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 Trello integration
Trello is the easy, free, flexible, and visual way to manage your projects and organize anything, trusted by millions of people from all over the world. With Trello for Autopilot you can manage internal workflow for sales, marketing, customer success and support. For example, every time you win a new customer add them to the New Customer board so they can be followed up by your customer success team.
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, Trello 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).
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.
Add Trello Card
Adds a Trello card to a board.
Send SurveyMonkey Survey
Send a SurveyMonkey survey to the contact in the journey.
