Survey Monkey + Page Visit Tracking + Salesforce integration
Use Autopilot to create journeys that use the Survey Monkey, Page Visit Tracking and Salesforce integrations.
Marketing Automation ideas to integrate Survey Monkey, Page Visit Tracking and Salesforce.
SurveyMonkey Survey Response to Has Visited Page to Create Salesforce Opportunity
SurveyMonkey Survey Response to Has Visited Page to Assign Salesforce Lead
SurveyMonkey Survey Response to Has Visited Page to Set Salesforce Campaign Member Status
SurveyMonkey Survey Response to Has Visited Page to Add Salesforce Task
SurveyMonkey Survey Response to Has Visited Page to Assign Salesforce Lead to Group
SurveyMonkey Survey Response to Has Visited Page to Update Salesforce Field
Page Visited to Send SurveyMonkey Survey to Create Salesforce Opportunity
Page Visited to Send SurveyMonkey Survey to Assign Salesforce Lead
Page Visited to Send SurveyMonkey Survey to Set Salesforce Campaign Member Status
Page Visited to Send SurveyMonkey Survey to Add Salesforce Task
Page Visited to Send SurveyMonkey Survey to Assign Salesforce Lead to Group
Page Visited to Send SurveyMonkey Survey to Update Salesforce Field
Page Visited to Create Salesforce Opportunity to Send SurveyMonkey Survey
Page Visited to Assign Salesforce Lead to Send SurveyMonkey Survey
Page Visited to Set Salesforce Campaign Member Status to Send SurveyMonkey Survey
Page Visited to Add Salesforce Task to Send SurveyMonkey Survey
Page Visited to Check Salesforce Field to Send SurveyMonkey Survey
Page Visited to Check Salesforce Campaign Member Status to Send SurveyMonkey Survey
Page Visited to Assign Salesforce Lead to Group to Send SurveyMonkey Survey
Page Visited to Update Salesforce Field to Send SurveyMonkey Survey
Salesforce Campaign Trigger to Has Visited Page to Send SurveyMonkey Survey
Salesforce Field Changed to Has Visited Page to Send SurveyMonkey Survey
Page Visited to Send SurveyMonkey Survey to Assign Salesforce Lead
SurveyMonkey Survey Response to Has Visited Page to Assign Salesforce Lead to Group
Page Visited to Assign Salesforce Lead to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Has Visited Page to Assign Salesforce Lead
Page Visited to Send SurveyMonkey Survey to Set Salesforce Campaign Member Status
Page Visited to Send SurveyMonkey Survey to Create Salesforce Opportunity
Page Visited to Update Salesforce Field to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Has Visited Page to Send SurveyMonkey Survey
Page Visited to Check Salesforce Campaign Member Status to Send SurveyMonkey Survey
Page Visited to Send SurveyMonkey Survey to Add Salesforce Task
Page Visited to Send SurveyMonkey Survey to Update Salesforce Field
Page Visited to Assign Salesforce Lead to Group to Send SurveyMonkey Survey
Page Visited to Create Salesforce Opportunity to Send SurveyMonkey Survey
Page Visited to Check Salesforce Field to Send SurveyMonkey Survey
Page Visited to Send SurveyMonkey Survey to Assign Salesforce Lead to Group
SurveyMonkey Survey Response to Has Visited Page to Update Salesforce Field
SurveyMonkey Survey Response to Has Visited Page to Add Salesforce Task
SurveyMonkey Survey Response to Has Visited Page to Set Salesforce Campaign Member Status
Salesforce Field Changed to Has Visited Page to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Has Visited Page to Create Salesforce Opportunity
Showing 42 journey ideas for Survey Monkey, Page Visit Tracking 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 Page Visit Tracking integration
Track what leads and customers do on your website, landing pages, store, blog, knowledge base or app. Then trigger journeys using these activities.
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, Page Visit Tracking integration and the Salesforce integration.
Journey Triggers
SurveyMonkey Survey Response
Triggers a contact into a journey when they respond to a SurveyMonkey survey.
Page Visited
Add a contact to a journey when they visit a specific page, or a page that meets some other criteria (e.g. contains a particular word).
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
Has Visited Page
Check if a contact has visited a specific page, or a page that meets some other criteria (e.g. contains a particular word).
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.
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.
