Salesforce + Wufoo + Survey Monkey integration
Use Autopilot to create journeys that use the Salesforce, Wufoo and Survey Monkey integrations.
Marketing Automation ideas to integrate Salesforce, Wufoo and Survey Monkey.
Salesforce Campaign Trigger to Has Submitted Wufoo Form to Send SurveyMonkey Survey
Salesforce Field Changed to Has Submitted Wufoo Form to Send SurveyMonkey Survey
New Wufoo Form Submitted to Create Salesforce Opportunity to Send SurveyMonkey Survey
New Wufoo Form Submitted to Assign Salesforce Lead to Send SurveyMonkey Survey
New Wufoo Form Submitted to Set Salesforce Campaign Member Status to Send SurveyMonkey Survey
New Wufoo Form Submitted to Add Salesforce Task to Send SurveyMonkey Survey
New Wufoo Form Submitted to Check Salesforce Field to Send SurveyMonkey Survey
New Wufoo Form Submitted to Check Salesforce Campaign Member Status to Send SurveyMonkey Survey
New Wufoo Form Submitted to Assign Salesforce Lead to Group to Send SurveyMonkey Survey
New Wufoo Form Submitted to Update Salesforce Field to Send SurveyMonkey Survey
New Wufoo Form Submitted to Send SurveyMonkey Survey to Create Salesforce Opportunity
New Wufoo Form Submitted to Send SurveyMonkey Survey to Assign Salesforce Lead
New Wufoo Form Submitted to Send SurveyMonkey Survey to Set Salesforce Campaign Member Status
New Wufoo Form Submitted to Send SurveyMonkey Survey to Add Salesforce Task
New Wufoo Form Submitted to Send SurveyMonkey Survey to Assign Salesforce Lead to Group
New Wufoo Form Submitted to Send SurveyMonkey Survey to Update Salesforce Field
SurveyMonkey Survey Response to Has Submitted Wufoo Form to Create Salesforce Opportunity
SurveyMonkey Survey Response to Has Submitted Wufoo Form to Assign Salesforce Lead
SurveyMonkey Survey Response to Has Submitted Wufoo Form to Set Salesforce Campaign Member Status
SurveyMonkey Survey Response to Has Submitted Wufoo Form to Add Salesforce Task
SurveyMonkey Survey Response to Has Submitted Wufoo Form to Assign Salesforce Lead to Group
SurveyMonkey Survey Response to Has Submitted Wufoo Form to Update Salesforce Field
New Wufoo Form Submitted to Send SurveyMonkey Survey to Assign Salesforce Lead
Salesforce Campaign Trigger to Has Submitted Wufoo Form to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Has Submitted Wufoo Form to Create Salesforce Opportunity
New Wufoo Form Submitted to Send SurveyMonkey Survey to Add Salesforce Task
New Wufoo Form Submitted to Update Salesforce Field to Send SurveyMonkey Survey
Salesforce Campaign Trigger to Has Submitted Wufoo Form to Add Salesforce Task
New Wufoo Form Submitted to Send SurveyMonkey Survey to Set Salesforce Campaign Member Status
New Wufoo Form Submitted to Send SurveyMonkey Survey to Assign Salesforce Lead to Group
Salesforce Field Changed to Has Submitted Wufoo Form to Assign Salesforce Lead
New Wufoo Form Submitted to Assign Salesforce Lead to Send SurveyMonkey Survey
New Wufoo Form Submitted to Check Salesforce Campaign Member Status to Send SurveyMonkey Survey
Salesforce Field Changed to Has Submitted Wufoo Form to Update Salesforce Field
SurveyMonkey Survey Response to Has Submitted Wufoo Form to Update Salesforce Field
Salesforce Campaign Trigger to Has Submitted Wufoo Form to Assign Salesforce Lead to Group
New Wufoo Form Submitted to Add Salesforce Task to Send SurveyMonkey Survey
New Wufoo Form Submitted to Has Submitted Wufoo Form to Assign Salesforce Lead to Group
SurveyMonkey Survey Response to Has Submitted Wufoo Form to Create Salesforce Opportunity
SurveyMonkey Survey Response to Has Submitted Wufoo Form to Assign Salesforce Lead
Salesforce Campaign Trigger to Has Submitted Wufoo Form to Update Salesforce Field
New Wufoo Form Submitted to Send SurveyMonkey Survey to Update Salesforce Field
Showing 42 journey ideas for Salesforce, Wufoo 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 Wufoo integration
Wufoo is an online HTML form builder that helps anyone create beautiful contact forms, online surveys and event registrations without writing a single line of code. Autopilot has this same capability with Capture forms. These can automatically submit leads into playbooks so you can follow up with email marketing campaigns and segment your customers based on their responses.
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, Wufoo 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).
New Wufoo Form Submitted
Add a contact to a journey when they submit a Wufoo form.
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.
Has Submitted Wufoo Form
Check if a contact has previously submitted a specific Wufoo form.
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.
