Survey Monkey + Salesforce + Headsup integration
Use Autopilot to create journeys that use the Survey Monkey, Salesforce and Headsup integrations.
Marketing Automation ideas to integrate Survey Monkey, Salesforce and Headsup.
SurveyMonkey Survey Response to Create Salesforce Opportunity to Show Headsup Message
SurveyMonkey Survey Response to Assign Salesforce Lead to Show Headsup Message
SurveyMonkey Survey Response to Set Salesforce Campaign Member Status to Show Headsup Message
SurveyMonkey Survey Response to Add Salesforce Task to Show Headsup Message
SurveyMonkey Survey Response to Check Salesforce Field to Show Headsup Message
SurveyMonkey Survey Response to Check Salesforce Campaign Member Status to Show Headsup Message
SurveyMonkey Survey Response to Assign Salesforce Lead to Group to Show Headsup Message
SurveyMonkey Survey Response to Update Salesforce Field to Show Headsup Message
SurveyMonkey Survey Response to Show Headsup Message to Create Salesforce Opportunity
SurveyMonkey Survey Response to Show Headsup Message to Assign Salesforce Lead
SurveyMonkey Survey Response to Show Headsup Message to Set Salesforce Campaign Member Status
SurveyMonkey Survey Response to Show Headsup Message to Add Salesforce Task
SurveyMonkey Survey Response to Show Headsup Message to Assign Salesforce Lead to Group
SurveyMonkey Survey Response to Show Headsup Message to Update Salesforce Field
SurveyMonkey Survey Response to Check Headsup Status to Create Salesforce Opportunity
SurveyMonkey Survey Response to Check Headsup Status to Assign Salesforce Lead
SurveyMonkey Survey Response to Check Headsup Status to Set Salesforce Campaign Member Status
SurveyMonkey Survey Response to Check Headsup Status to Add Salesforce Task
SurveyMonkey Survey Response to Check Headsup Status to Assign Salesforce Lead to Group
SurveyMonkey Survey Response to Check Headsup Status to Update Salesforce Field
Salesforce Campaign Trigger to Send SurveyMonkey Survey to Show Headsup Message
Salesforce Campaign Trigger to Show Headsup Message to Send SurveyMonkey Survey
Salesforce Campaign Trigger to Check Headsup Status to Send SurveyMonkey Survey
Salesforce Field Changed to Send SurveyMonkey Survey to Show Headsup Message
Salesforce Field Changed to Show Headsup Message to Send SurveyMonkey Survey
Salesforce Field Changed to Check Headsup Status to Send SurveyMonkey Survey
Salesforce Field Changed to Send SurveyMonkey Survey to Create Salesforce Opportunity
SurveyMonkey Survey Response to Send SurveyMonkey Survey to Assign Salesforce Lead to Group
SurveyMonkey Survey Response to Show Headsup Message to Set Salesforce Campaign Member Status
SurveyMonkey Survey Response to Show Headsup Message to Assign Salesforce Lead
Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Add Salesforce Task to Send SurveyMonkey Survey
Salesforce Campaign Trigger to Send SurveyMonkey Survey to Assign Salesforce Lead
SurveyMonkey Survey Response to Send SurveyMonkey Survey to Create Salesforce Opportunity
Salesforce Campaign Trigger to Send SurveyMonkey Survey to Set Salesforce Campaign Member Status
Salesforce Field Changed to Send SurveyMonkey Survey to Assign Salesforce Lead to Group
Salesforce Field Changed to Send SurveyMonkey Survey to Assign Salesforce Lead
SurveyMonkey Survey Response to Show Headsup Message to Create Salesforce Opportunity
SurveyMonkey Survey Response to Send SurveyMonkey Survey to Assign Salesforce Lead
Salesforce Campaign Trigger to Send SurveyMonkey Survey to Assign Salesforce Lead to Group
SurveyMonkey Survey Response to Create Salesforce Opportunity to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Check Headsup Status to Assign Salesforce Lead
SurveyMonkey Survey Response to Check Headsup Status to Create Salesforce Opportunity
Salesforce Field Changed to Assign Salesforce Lead to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Check Headsup Status to Set Salesforce Campaign Member Status
SurveyMonkey Survey Response to Check Salesforce Campaign Member Status to Show Headsup Message
Showing 46 journey ideas for Survey Monkey, Salesforce and Headsup
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 Headsup integration
Display personalized, timely messages to people that visit your website, landing pages, store, blog, knowledge base or app. Acquire new subscribers, capture replies, and create beautiful call to actions to nudge people in the right direction.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Survey Monkey integration, Salesforce integration and the Headsup 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).
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 Headsup Status
Check whether a contact has interacted with a Headsup message in a specific way (e.g. opened or responded).
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.
Show Headsup Message
Show a contact a personalized message on a website, landing page, blog or inside an app.
