Survey Monkey + Salesforce + LiveChat integration
Use Autopilot to create journeys that use the Survey Monkey, Salesforce and LiveChat integrations.
Marketing Automation ideas to integrate Survey Monkey, Salesforce and LiveChat.
LiveChat Tag to Send SurveyMonkey Survey to Create Salesforce Opportunity
LiveChat Tag to Send SurveyMonkey Survey to Assign Salesforce Lead
LiveChat Tag to Send SurveyMonkey Survey to Set Salesforce Campaign Member Status
LiveChat Tag to Send SurveyMonkey Survey to Add Salesforce Task
LiveChat Tag to Send SurveyMonkey Survey to Assign Salesforce Lead to Group
LiveChat Tag to Send SurveyMonkey Survey to Update Salesforce Field
LiveChat Tag to Create Salesforce Opportunity to Send SurveyMonkey Survey
LiveChat Tag to Assign Salesforce Lead to Send SurveyMonkey Survey
LiveChat Tag to Set Salesforce Campaign Member Status to Send SurveyMonkey Survey
LiveChat Tag to Add Salesforce Task to Send SurveyMonkey Survey
LiveChat Tag to Check Salesforce Field to Send SurveyMonkey Survey
LiveChat Tag to Check Salesforce Campaign Member Status to Send SurveyMonkey Survey
LiveChat Tag to Assign Salesforce Lead to Group to Send SurveyMonkey Survey
LiveChat Tag to Update Salesforce Field to Send SurveyMonkey Survey
Salesforce Campaign Trigger to Add Salesforce Task to Send SurveyMonkey Survey
LiveChat Tag to Assign Salesforce Lead to Send SurveyMonkey Survey
LiveChat Tag to Create Salesforce Opportunity to Send SurveyMonkey Survey
Salesforce Campaign Trigger to Assign Salesforce Lead to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Send SurveyMonkey Survey to Assign Salesforce Lead
SurveyMonkey Survey Response to Update Salesforce Field to Send SurveyMonkey Survey
Salesforce Field Changed to Send SurveyMonkey Survey to Update Salesforce Field
Salesforce Campaign Trigger to Send SurveyMonkey Survey to Add Salesforce Task
SurveyMonkey Survey Response to Check Salesforce Field to Send SurveyMonkey Survey
Salesforce Field Changed to Assign Salesforce Lead to Group to Send SurveyMonkey Survey
LiveChat Tag to Send SurveyMonkey Survey to Update Salesforce Field
LiveChat Tag to Send SurveyMonkey Survey to Set Salesforce Campaign Member Status
Salesforce Field Changed to Assign Salesforce Lead to Send SurveyMonkey Survey
LiveChat Tag to Send SurveyMonkey Survey to Assign Salesforce Lead to Group
LiveChat Tag to Check Salesforce Campaign Member Status to Send SurveyMonkey Survey
Salesforce Field Changed to Send SurveyMonkey Survey to Assign Salesforce Lead to Group
LiveChat Tag to Add Salesforce Task to Send SurveyMonkey Survey
LiveChat Tag to Send SurveyMonkey Survey to Assign Salesforce Lead
Salesforce Field Changed to Send SurveyMonkey Survey to Set Salesforce Campaign Member Status
Salesforce Field Changed to Send SurveyMonkey Survey to Add Salesforce Task
Showing 34 journey ideas for Survey Monkey, Salesforce and LiveChat
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 LiveChat integration
Automate what happens after a chat to close more leads and delight your customers. You can also segment leads and contacts based on how they are tagged in LiveChat, and capture fields in your chat surveys to Autopilot.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Survey Monkey integration, Salesforce integration and the LiveChat 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).
LiveChat Tag
Add a contact to a journey when they are tagged in LiveChat.
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.
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.
