Salesforce + Twilio + Survey Monkey integration

Use Autopilot to create journeys that use the Salesforce, Twilio and Survey Monkey integrations.

Marketing Automation ideas to integrate Salesforce, Twilio and Survey Monkey.

Salesforce Campaign Trigger to Send Twilio SMS to Send SurveyMonkey Survey

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Salesforce Campaign Trigger to Send SurveyMonkey Survey to Send Twilio SMS

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Salesforce Field Changed to Send Twilio SMS to Send SurveyMonkey Survey

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Salesforce Field Changed to Send SurveyMonkey Survey to Send Twilio SMS

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Twilio SMS Received to Create Salesforce Opportunity to Send SurveyMonkey Survey

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Twilio SMS Received to Assign Salesforce Lead to Send SurveyMonkey Survey

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Twilio SMS Received to Set Salesforce Campaign Member Status to Send SurveyMonkey Survey

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Twilio SMS Received to Add Salesforce Task to Send SurveyMonkey Survey

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Twilio SMS Received to Check Salesforce Field to Send SurveyMonkey Survey

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Twilio SMS Received to Check Salesforce Campaign Member Status to Send SurveyMonkey Survey

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Twilio SMS Received to Assign Salesforce Lead to Group to Send SurveyMonkey Survey

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Twilio SMS Received to Update Salesforce Field to Send SurveyMonkey Survey

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Twilio SMS Received to Send SurveyMonkey Survey to Create Salesforce Opportunity

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Twilio SMS Received to Send SurveyMonkey Survey to Assign Salesforce Lead

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Twilio SMS Received to Send SurveyMonkey Survey to Set Salesforce Campaign Member Status

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Twilio SMS Received to Send SurveyMonkey Survey to Add Salesforce Task

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Twilio SMS Received to Send SurveyMonkey Survey to Assign Salesforce Lead to Group

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Twilio SMS Received to Send SurveyMonkey Survey to Update Salesforce Field

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SurveyMonkey Survey Response to Create Salesforce Opportunity to Send Twilio SMS

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SurveyMonkey Survey Response to Assign Salesforce Lead to Send Twilio SMS

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

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SurveyMonkey Survey Response to Add Salesforce Task to Send Twilio SMS

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SurveyMonkey Survey Response to Check Salesforce Field to Send Twilio SMS

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

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SurveyMonkey Survey Response to Assign Salesforce Lead to Group to Send Twilio SMS

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SurveyMonkey Survey Response to Update Salesforce Field to Send Twilio SMS

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SurveyMonkey Survey Response to Send Twilio SMS to Create Salesforce Opportunity

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SurveyMonkey Survey Response to Send Twilio SMS to Assign Salesforce Lead

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

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SurveyMonkey Survey Response to Send Twilio SMS to Add Salesforce Task

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SurveyMonkey Survey Response to Send Twilio SMS to Assign Salesforce Lead to Group

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SurveyMonkey Survey Response to Send Twilio SMS to Update Salesforce Field

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Salesforce Field Changed to Send Twilio SMS to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Send Twilio SMS to Set Salesforce Campaign Member Status

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Salesforce Campaign Trigger to Send Twilio SMS to Update Salesforce Field

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Salesforce Field Changed to Send Twilio SMS to Send SurveyMonkey Survey

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Salesforce Field Changed to Send Twilio SMS to Update Salesforce Field

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SurveyMonkey Survey Response to Send Twilio SMS to Create Salesforce Opportunity

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Twilio SMS Received to Send Twilio SMS to Set Salesforce Campaign Member Status

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Twilio SMS Received to Add Salesforce Task to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Create Salesforce Opportunity to Send Twilio SMS

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Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Send Twilio SMS

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Salesforce Field Changed to Send Twilio SMS to Assign Salesforce Lead

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Twilio SMS Received to Send Twilio SMS to Update Salesforce Field

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Twilio SMS Received to Assign Salesforce Lead to Group to Send Twilio SMS

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Salesforce Field Changed to Set Salesforce Campaign Member Status to Send Twilio SMS

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Salesforce Campaign Trigger to Send Twilio SMS to Send SurveyMonkey Survey

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Salesforce Campaign Trigger to Assign Salesforce Lead to Send Twilio SMS

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Twilio SMS Received to Set Salesforce Campaign Member Status to Send Twilio SMS

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Twilio SMS Received to Check Salesforce Campaign Member Status to Send SurveyMonkey Survey

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Salesforce Campaign Trigger to Send Twilio SMS to Add Salesforce Task

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Salesforce Campaign Trigger to Send Twilio SMS to Assign Salesforce Lead to Group

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Showing 52 journey ideas for Salesforce, Twilio 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 Twilio integration

Create a multi-channel customer journey with personalized SMS messages. Use Autopilot's powerful conversational SMS features to capture replies, automate responses based on those replies (e.g. "yes" or "no") and trigger journeys based on incoming SMS messages (e.g. "subscribe"). There is simply no better way to automate SMS.

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, Twilio 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).
Twilio SMS Received
Add a contact to a journey when they SMS a keyword (e.g. "subscribe") to a number or messaging service.
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 Twilio SMS
Send a contact a personalized SMS. Capture replies and send follow-up messages based on their contents.
Send SurveyMonkey Survey
Send a SurveyMonkey survey to the contact in the journey.

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, Twilio and Survey Monkey.