Survey Monkey + Lists + Salesforce integration

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

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

SurveyMonkey Survey Response to Add to List to Create Salesforce Opportunity

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SurveyMonkey Survey Response to Add to List to Assign Salesforce Lead

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SurveyMonkey Survey Response to Add to List to Set Salesforce Campaign Member Status

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SurveyMonkey Survey Response to Add to List to Add Salesforce Task

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SurveyMonkey Survey Response to Add to List to Assign Salesforce Lead to Group

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SurveyMonkey Survey Response to Add to List to Update Salesforce Field

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SurveyMonkey Survey Response to Is on List or Segment to Create Salesforce Opportunity

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SurveyMonkey Survey Response to Is on List or Segment to Assign Salesforce Lead

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SurveyMonkey Survey Response to Is on List or Segment to Set Salesforce Campaign Member Status

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SurveyMonkey Survey Response to Is on List or Segment to Add Salesforce Task

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SurveyMonkey Survey Response to Is on List or Segment to Assign Salesforce Lead to Group

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SurveyMonkey Survey Response to Is on List or Segment to Update Salesforce Field

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SurveyMonkey Survey Response to Remove From List to Create Salesforce Opportunity

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SurveyMonkey Survey Response to Remove From List to Assign Salesforce Lead

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SurveyMonkey Survey Response to Remove From List to Set Salesforce Campaign Member Status

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SurveyMonkey Survey Response to Remove From List to Add Salesforce Task

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SurveyMonkey Survey Response to Remove From List to Assign Salesforce Lead to Group

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SurveyMonkey Survey Response to Remove From List to Update Salesforce Field

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SurveyMonkey Survey Response to Check Lead Status to Create Salesforce Opportunity

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SurveyMonkey Survey Response to Check Lead Status to Assign Salesforce Lead

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SurveyMonkey Survey Response to Check Lead Status to Set Salesforce Campaign Member Status

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SurveyMonkey Survey Response to Check Lead Status to Add Salesforce Task

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SurveyMonkey Survey Response to Check Lead Status to Assign Salesforce Lead to Group

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SurveyMonkey Survey Response to Check Lead Status to Update Salesforce Field

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SurveyMonkey Survey Response to Create Salesforce Opportunity to Add to List

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SurveyMonkey Survey Response to Create Salesforce Opportunity to Remove From List

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SurveyMonkey Survey Response to Assign Salesforce Lead to Add to List

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SurveyMonkey Survey Response to Assign Salesforce Lead to Remove From List

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SurveyMonkey Survey Response to Set Salesforce Campaign Member Status to Add to List

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SurveyMonkey Survey Response to Set Salesforce Campaign Member Status to Remove From List

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SurveyMonkey Survey Response to Add Salesforce Task to Add to List

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SurveyMonkey Survey Response to Add Salesforce Task to Remove From List

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SurveyMonkey Survey Response to Check Salesforce Field to Add to List

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SurveyMonkey Survey Response to Check Salesforce Field to Remove From List

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SurveyMonkey Survey Response to Check Salesforce Campaign Member Status to Add to List

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SurveyMonkey Survey Response to Check Salesforce Campaign Member Status to Remove From List

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SurveyMonkey Survey Response to Assign Salesforce Lead to Group to Add to List

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SurveyMonkey Survey Response to Assign Salesforce Lead to Group to Remove From List

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SurveyMonkey Survey Response to Update Salesforce Field to Add to List

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SurveyMonkey Survey Response to Update Salesforce Field to Remove From List

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List Trigger to Send SurveyMonkey Survey to Create Salesforce Opportunity

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List Trigger to Send SurveyMonkey Survey to Assign Salesforce Lead

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List Trigger to Send SurveyMonkey Survey to Set Salesforce Campaign Member Status

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List Trigger to Send SurveyMonkey Survey to Add Salesforce Task

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List Trigger to Send SurveyMonkey Survey to Assign Salesforce Lead to Group

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List Trigger to Send SurveyMonkey Survey to Update Salesforce Field

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List Trigger to Create Salesforce Opportunity to Send SurveyMonkey Survey

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List Trigger to Assign Salesforce Lead to Send SurveyMonkey Survey

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List Trigger to Set Salesforce Campaign Member Status to Send SurveyMonkey Survey

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List Trigger to Add Salesforce Task to Send SurveyMonkey Survey

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List Trigger to Check Salesforce Field to Send SurveyMonkey Survey

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List Trigger to Check Salesforce Campaign Member Status to Send SurveyMonkey Survey

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List Trigger to Assign Salesforce Lead to Group to Send SurveyMonkey Survey

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List Trigger to Update Salesforce Field to Send SurveyMonkey Survey

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Removed From List to Send SurveyMonkey Survey to Create Salesforce Opportunity

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Removed From List to Send SurveyMonkey Survey to Assign Salesforce Lead

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Removed From List to Send SurveyMonkey Survey to Set Salesforce Campaign Member Status

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Removed From List to Send SurveyMonkey Survey to Add Salesforce Task

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Removed From List to Send SurveyMonkey Survey to Assign Salesforce Lead to Group

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Removed From List to Send SurveyMonkey Survey to Update Salesforce Field

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Removed From List to Create Salesforce Opportunity to Send SurveyMonkey Survey

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Removed From List to Assign Salesforce Lead to Send SurveyMonkey Survey

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Removed From List to Set Salesforce Campaign Member Status to Send SurveyMonkey Survey

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Removed From List to Add Salesforce Task to Send SurveyMonkey Survey

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Removed From List to Check Salesforce Field to Send SurveyMonkey Survey

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Removed From List to Check Salesforce Campaign Member Status to Send SurveyMonkey Survey

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Removed From List to Assign Salesforce Lead to Group to Send SurveyMonkey Survey

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Removed From List to Update Salesforce Field to Send SurveyMonkey Survey

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Salesforce Campaign Trigger to Send SurveyMonkey Survey to Add to List

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Salesforce Campaign Trigger to Send SurveyMonkey Survey to Remove From List

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Salesforce Campaign Trigger to Add to List to Send SurveyMonkey Survey

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Salesforce Campaign Trigger to Is on List or Segment to Send SurveyMonkey Survey

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Salesforce Campaign Trigger to Remove From List to Send SurveyMonkey Survey

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Salesforce Campaign Trigger to Check Lead Status to Send SurveyMonkey Survey

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Salesforce Field Changed to Send SurveyMonkey Survey to Add to List

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Salesforce Field Changed to Send SurveyMonkey Survey to Remove From List

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Salesforce Field Changed to Add to List to Send SurveyMonkey Survey

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Salesforce Field Changed to Is on List or Segment to Send SurveyMonkey Survey

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Salesforce Field Changed to Remove From List to Send SurveyMonkey Survey

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Salesforce Field Changed to Check Lead Status to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Is on List or Segment to Send SurveyMonkey Survey

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Removed From List to Add to List to Send SurveyMonkey Survey

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Salesforce Field Changed to Send SurveyMonkey Survey to Remove From List

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SurveyMonkey Survey Response to Check Lead Status to Send SurveyMonkey Survey

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Salesforce Field Changed to Is on List or Segment to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Add to List to Update Salesforce Field

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Removed From List to Send SurveyMonkey Survey to Remove From List

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SurveyMonkey Survey Response to Remove From List to Assign Salesforce Lead

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Removed From List to Send SurveyMonkey Survey to Update Salesforce Field

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SurveyMonkey Survey Response to Is on List or Segment to Update Salesforce Field

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List Trigger to Assign Salesforce Lead to Send SurveyMonkey Survey

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Removed From List to Send SurveyMonkey Survey to Create Salesforce Opportunity

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List Trigger to Is on List or Segment to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Update Salesforce Field to Add to List

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SurveyMonkey Survey Response to Add Salesforce Task to Remove From List

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SurveyMonkey Survey Response to Add to List to Create Salesforce Opportunity

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SurveyMonkey Survey Response to Assign Salesforce Lead to Group to Add to List

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List Trigger to Send SurveyMonkey Survey to Create Salesforce Opportunity

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SurveyMonkey Survey Response to Create Salesforce Opportunity to Remove From List

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SurveyMonkey Survey Response to Create Salesforce Opportunity to Add to List

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Showing 100 journey ideas for Survey Monkey, Lists 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 Lists integration

Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.

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, Lists integration and the Salesforce integration.

Journey Triggers

SurveyMonkey Survey Response
Triggers a contact into a journey when they respond to a SurveyMonkey survey.
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.
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

Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.
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.
Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.
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.

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 Survey Monkey, Lists and Salesforce.