Survey Monkey + Salesforce + Email integration

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

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

SurveyMonkey Survey Response to Create Salesforce Opportunity to Send Email

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SurveyMonkey Survey Response to Assign Salesforce Lead to Send Email

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SurveyMonkey Survey Response to Set Salesforce Campaign Member Status to Send Email

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SurveyMonkey Survey Response to Add Salesforce Task to Send Email

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SurveyMonkey Survey Response to Check Salesforce Field to Send Email

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SurveyMonkey Survey Response to Check Salesforce Campaign Member Status to Send Email

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SurveyMonkey Survey Response to Assign Salesforce Lead to Group to Send Email

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SurveyMonkey Survey Response to Update Salesforce Field to Send Email

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SurveyMonkey Survey Response to Check Email Status to Create Salesforce Opportunity

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SurveyMonkey Survey Response to Check Email Status to Assign Salesforce Lead

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

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SurveyMonkey Survey Response to Check Email Status to Add Salesforce Task

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

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SurveyMonkey Survey Response to Check Email Status to Update Salesforce Field

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SurveyMonkey Survey Response to Send Email to Create Salesforce Opportunity

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SurveyMonkey Survey Response to Send Email to Assign Salesforce Lead

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SurveyMonkey Survey Response to Send Email to Set Salesforce Campaign Member Status

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SurveyMonkey Survey Response to Send Email to Add Salesforce Task

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SurveyMonkey Survey Response to Send Email to Assign Salesforce Lead to Group

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SurveyMonkey Survey Response to Send Email to Update Salesforce Field

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Salesforce Campaign Trigger to Send SurveyMonkey Survey to Send Email

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Salesforce Campaign Trigger to Check Email Status to Send SurveyMonkey Survey

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Salesforce Campaign Trigger to Send Email to Send SurveyMonkey Survey

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Salesforce Field Changed to Send SurveyMonkey Survey to Send Email

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Salesforce Field Changed to Check Email Status to Send SurveyMonkey Survey

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Salesforce Field Changed to Send Email to Send SurveyMonkey Survey

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Email Activity to Send SurveyMonkey Survey to Create Salesforce Opportunity

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Email Activity to Send SurveyMonkey Survey to Assign Salesforce Lead

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Email Activity to Send SurveyMonkey Survey to Set Salesforce Campaign Member Status

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Email Activity to Send SurveyMonkey Survey to Add Salesforce Task

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Email Activity to Send SurveyMonkey Survey to Assign Salesforce Lead to Group

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Email Activity to Send SurveyMonkey Survey to Update Salesforce Field

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Email Activity to Create Salesforce Opportunity to Send SurveyMonkey Survey

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Email Activity to Assign Salesforce Lead to Send SurveyMonkey Survey

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Email Activity to Set Salesforce Campaign Member Status to Send SurveyMonkey Survey

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Email Activity to Add Salesforce Task to Send SurveyMonkey Survey

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Email Activity to Check Salesforce Field to Send SurveyMonkey Survey

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Email Activity to Check Salesforce Campaign Member Status to Send SurveyMonkey Survey

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Email Activity to Assign Salesforce Lead to Group to Send SurveyMonkey Survey

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Email Activity to Update Salesforce Field to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Check Salesforce Campaign Member Status to Send Email

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Salesforce Field Changed to Send SurveyMonkey Survey to Add Salesforce Task

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Salesforce Field Changed to Assign Salesforce Lead to Send SurveyMonkey Survey

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

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SurveyMonkey Survey Response to Send Email to Add Salesforce Task

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Salesforce Field Changed to Check Salesforce Campaign Member Status to Send SurveyMonkey Survey

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Salesforce Field Changed to Add Salesforce Task to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Assign Salesforce Lead to Group to Send Email

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Salesforce Campaign Trigger to Send SurveyMonkey Survey to Send Email

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SurveyMonkey Survey Response to Create Salesforce Opportunity to Send SurveyMonkey Survey

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Salesforce Field Changed to Send SurveyMonkey Survey to Assign Salesforce Lead

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SurveyMonkey Survey Response to Set Salesforce Campaign Member Status to Send Email

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SurveyMonkey Survey Response to Send SurveyMonkey Survey to Assign Salesforce Lead

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Salesforce Field Changed to Check Email Status to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Update Salesforce Field to Send Email

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Email Activity to Send SurveyMonkey Survey to Assign Salesforce Lead to Group

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SurveyMonkey Survey Response to Check Email Status to Assign Salesforce Lead

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SurveyMonkey Survey Response to Check Salesforce Field to Send Email

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SurveyMonkey Survey Response to Send Email to Assign Salesforce Lead

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Salesforce Field Changed to Send SurveyMonkey Survey to Assign Salesforce Lead to Group

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Showing 60 journey ideas for Survey Monkey, Salesforce and Email

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 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 Email integration

Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more. You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more. Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Survey Monkey integration, Salesforce integration and the Email integration.

Journey Triggers

SurveyMonkey Survey Response
Triggers a contact into a journey when they respond to a SurveyMonkey survey.
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).
Email Activity
Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.

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.
Check Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).

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.
Send Email
Send a contact a personalized marketing or transactional email.

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, Salesforce and Email.