Survey Monkey + Delighted + Salesforce integration
Use Autopilot to create journeys that use the Survey Monkey, Delighted and Salesforce integrations.
Marketing Automation ideas to integrate Survey Monkey, Delighted and Salesforce.
SurveyMonkey Survey Response to Send Delighted NPS Survey to Create Salesforce Opportunity
SurveyMonkey Survey Response to Send Delighted NPS Survey to Assign Salesforce Lead
SurveyMonkey Survey Response to Send Delighted NPS Survey to Set Salesforce Campaign Member Status
SurveyMonkey Survey Response to Send Delighted NPS Survey to Add Salesforce Task
SurveyMonkey Survey Response to Send Delighted NPS Survey to Assign Salesforce Lead to Group
SurveyMonkey Survey Response to Send Delighted NPS Survey to Update Salesforce Field
SurveyMonkey Survey Response to Check Delighted NPS Response to Create Salesforce Opportunity
SurveyMonkey Survey Response to Check Delighted NPS Response to Assign Salesforce Lead
SurveyMonkey Survey Response to Check Delighted NPS Response to Set Salesforce Campaign Member Status
SurveyMonkey Survey Response to Check Delighted NPS Response to Add Salesforce Task
SurveyMonkey Survey Response to Check Delighted NPS Response to Assign Salesforce Lead to Group
SurveyMonkey Survey Response to Check Delighted NPS Response to Update Salesforce Field
SurveyMonkey Survey Response to Create Salesforce Opportunity to Send Delighted NPS Survey
SurveyMonkey Survey Response to Assign Salesforce Lead to Send Delighted NPS Survey
SurveyMonkey Survey Response to Set Salesforce Campaign Member Status to Send Delighted NPS Survey
SurveyMonkey Survey Response to Add Salesforce Task to Send Delighted NPS Survey
SurveyMonkey Survey Response to Check Salesforce Field to Send Delighted NPS Survey
SurveyMonkey Survey Response to Check Salesforce Campaign Member Status to Send Delighted NPS Survey
SurveyMonkey Survey Response to Assign Salesforce Lead to Group to Send Delighted NPS Survey
SurveyMonkey Survey Response to Update Salesforce Field to Send Delighted NPS Survey
Delighted NPS Response to Send SurveyMonkey Survey to Create Salesforce Opportunity
Delighted NPS Response to Send SurveyMonkey Survey to Assign Salesforce Lead
Delighted NPS Response to Send SurveyMonkey Survey to Set Salesforce Campaign Member Status
Delighted NPS Response to Send SurveyMonkey Survey to Add Salesforce Task
Delighted NPS Response to Send SurveyMonkey Survey to Assign Salesforce Lead to Group
Delighted NPS Response to Send SurveyMonkey Survey to Update Salesforce Field
Delighted NPS Response to Create Salesforce Opportunity to Send SurveyMonkey Survey
Delighted NPS Response to Assign Salesforce Lead to Send SurveyMonkey Survey
Delighted NPS Response to Set Salesforce Campaign Member Status to Send SurveyMonkey Survey
Delighted NPS Response to Add Salesforce Task to Send SurveyMonkey Survey
Delighted NPS Response to Check Salesforce Field to Send SurveyMonkey Survey
Delighted NPS Response to Check Salesforce Campaign Member Status to Send SurveyMonkey Survey
Delighted NPS Response to Assign Salesforce Lead to Group to Send SurveyMonkey Survey
Delighted NPS Response to Update Salesforce Field to Send SurveyMonkey Survey
Salesforce Campaign Trigger to Send SurveyMonkey Survey to Send Delighted NPS Survey
Salesforce Campaign Trigger to Send Delighted NPS Survey to Send SurveyMonkey Survey
Salesforce Campaign Trigger to Check Delighted NPS Response to Send SurveyMonkey Survey
Salesforce Field Changed to Send SurveyMonkey Survey to Send Delighted NPS Survey
Salesforce Field Changed to Send Delighted NPS Survey to Send SurveyMonkey Survey
Salesforce Field Changed to Check Delighted NPS Response to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Send Delighted NPS Survey to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Check Salesforce Campaign Member Status to Send Delighted NPS Survey
SurveyMonkey Survey Response to Check Delighted NPS Response to Set Salesforce Campaign Member Status
SurveyMonkey Survey Response to Set Salesforce Campaign Member Status to Send Delighted NPS Survey
SurveyMonkey Survey Response to Update Salesforce Field to Send Delighted NPS Survey
SurveyMonkey Survey Response to Send Delighted NPS Survey to Create Salesforce Opportunity
Delighted NPS Response to Add Salesforce Task to Send SurveyMonkey Survey
Delighted NPS Response to Send SurveyMonkey Survey to Send Delighted NPS Survey
Delighted NPS Response to Send SurveyMonkey Survey to Assign Salesforce Lead
Delighted NPS Response to Assign Salesforce Lead to Send SurveyMonkey Survey
Delighted NPS Response to Set Salesforce Campaign Member Status to Send SurveyMonkey Survey
Salesforce Campaign Trigger to Send Delighted NPS Survey to Send SurveyMonkey Survey
Delighted NPS Response to Create Salesforce Opportunity to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Add Salesforce Task to Send Delighted NPS Survey
SurveyMonkey Survey Response to Check Delighted NPS Response to Update Salesforce Field
SurveyMonkey Survey Response to Assign Salesforce Lead to Group to Send Delighted NPS Survey
Delighted NPS Response to Update Salesforce Field to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Send Delighted NPS Survey to Update Salesforce Field
Delighted NPS Response to Send SurveyMonkey Survey to Add Salesforce Task
SurveyMonkey Survey Response to Check Delighted NPS Response to Create Salesforce Opportunity
Showing 60 journey ideas for Survey Monkey, Delighted and Salesforce
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 Delighted integration
With Delighted send NPS surveys and automate follow up to promoters and detractors. Delighted is the easiest and most beautiful way to measure customer happiness. Are your customers delighted? The fastest and easiest way to gather actionable feedback from your customers. Delighted uses the Net Promoter System® to gather real feedback from your customers – in minutes not weeks. No technical knowledge required.
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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Survey Monkey integration, Delighted integration and the Salesforce integration.
Journey Triggers
SurveyMonkey Survey Response
Triggers a contact into a journey when they respond to a SurveyMonkey survey.
Delighted NPS Response
Trigger a journey based on an NPS Response grouped by Promoter, Passive or Detractor.
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).
Conditions
Check Delighted NPS Response
Check the previous NPS response of the contact in the journey.
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
Send SurveyMonkey Survey
Send a SurveyMonkey survey to the contact in the journey.
Send Delighted NPS Survey
Send an NPS survey via Delighted to the contact in the journey.
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.
