Survey Monkey + Salesforce + Forms integration
Use Autopilot to create journeys that use the Survey Monkey, Salesforce and Forms integrations.
Marketing Automation ideas to integrate Survey Monkey, Salesforce and Forms.
SurveyMonkey Survey Response to Has Submitted Form to Create Salesforce Opportunity
SurveyMonkey Survey Response to Has Submitted Form to Assign Salesforce Lead
SurveyMonkey Survey Response to Has Submitted Form to Set Salesforce Campaign Member Status
SurveyMonkey Survey Response to Has Submitted Form to Add Salesforce Task
SurveyMonkey Survey Response to Has Submitted Form to Assign Salesforce Lead to Group
SurveyMonkey Survey Response to Has Submitted Form to Update Salesforce Field
Salesforce Campaign Trigger to Has Submitted Form to Send SurveyMonkey Survey
Salesforce Field Changed to Has Submitted Form to Send SurveyMonkey Survey
Form Submitted to Send SurveyMonkey Survey to Create Salesforce Opportunity
Form Submitted to Send SurveyMonkey Survey to Assign Salesforce Lead
Form Submitted to Send SurveyMonkey Survey to Set Salesforce Campaign Member Status
Form Submitted to Send SurveyMonkey Survey to Add Salesforce Task
Form Submitted to Send SurveyMonkey Survey to Assign Salesforce Lead to Group
Form Submitted to Send SurveyMonkey Survey to Update Salesforce Field
Form Submitted to Create Salesforce Opportunity to Send SurveyMonkey Survey
Form Submitted to Assign Salesforce Lead to Send SurveyMonkey Survey
Form Submitted to Set Salesforce Campaign Member Status to Send SurveyMonkey Survey
Form Submitted to Add Salesforce Task to Send SurveyMonkey Survey
Form Submitted to Check Salesforce Field to Send SurveyMonkey Survey
Form Submitted to Check Salesforce Campaign Member Status to Send SurveyMonkey Survey
Form Submitted to Assign Salesforce Lead to Group to Send SurveyMonkey Survey
Form Submitted to Update Salesforce Field to Send SurveyMonkey Survey
Salesforce Field Changed to Send SurveyMonkey Survey to Assign Salesforce Lead
SurveyMonkey Survey Response to Send SurveyMonkey Survey to Update Salesforce Field
SurveyMonkey Survey Response to Assign Salesforce Lead to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Send SurveyMonkey Survey to Add Salesforce Task
SurveyMonkey Survey Response to Update Salesforce Field to Send SurveyMonkey Survey
Salesforce Field Changed to Has Submitted Form to Send SurveyMonkey Survey
Salesforce Field Changed to Send SurveyMonkey Survey to Assign Salesforce Lead to Group
Form Submitted to Assign Salesforce Lead to Send SurveyMonkey Survey
Salesforce Field Changed to Update Salesforce Field to Send SurveyMonkey Survey
Salesforce Campaign Trigger to Check Salesforce Field to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Has Submitted Form to Assign Salesforce Lead
Salesforce Campaign Trigger to Send SurveyMonkey Survey to Create Salesforce Opportunity
Salesforce Field Changed to Check Salesforce Field to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Send SurveyMonkey Survey to Set Salesforce Campaign Member Status
Form Submitted to Send SurveyMonkey Survey to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Send SurveyMonkey Survey to Update Salesforce Field
Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Assign Salesforce Lead to Group to Send SurveyMonkey Survey
Salesforce Campaign Trigger to Send SurveyMonkey Survey to Set Salesforce Campaign Member Status
Form Submitted to Send SurveyMonkey Survey to Set Salesforce Campaign Member Status
Showing 42 journey ideas for Survey Monkey, Salesforce and Forms
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 Forms integration
Autopilot's form capture is magical. Simply drop our tracking code to capture submissions of your existing forms without lifting another finger. Then automatically add new leads and subscribers to your journeys to ensure no one is left behind.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Survey Monkey integration, Salesforce integration and the Forms 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).
Form Submitted
Add a contact to a journey when they submit a form.
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 Form
Check if a contact has previously submitted a specific form.
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.
