Survey Monkey + Salesforce + Lob integration
Use Autopilot to create journeys that use the Survey Monkey, Salesforce and Lob integrations.
Marketing Automation ideas to integrate Survey Monkey, Salesforce and Lob.
SurveyMonkey Survey Response to Create Salesforce Opportunity to Mail Lob Postcard
SurveyMonkey Survey Response to Assign Salesforce Lead to Mail Lob Postcard
SurveyMonkey Survey Response to Set Salesforce Campaign Member Status to Mail Lob Postcard
SurveyMonkey Survey Response to Add Salesforce Task to Mail Lob Postcard
SurveyMonkey Survey Response to Check Salesforce Field to Mail Lob Postcard
SurveyMonkey Survey Response to Check Salesforce Campaign Member Status to Mail Lob Postcard
SurveyMonkey Survey Response to Assign Salesforce Lead to Group to Mail Lob Postcard
SurveyMonkey Survey Response to Update Salesforce Field to Mail Lob Postcard
SurveyMonkey Survey Response to Mail Lob Postcard to Create Salesforce Opportunity
SurveyMonkey Survey Response to Mail Lob Postcard to Assign Salesforce Lead
SurveyMonkey Survey Response to Mail Lob Postcard to Set Salesforce Campaign Member Status
SurveyMonkey Survey Response to Mail Lob Postcard to Add Salesforce Task
SurveyMonkey Survey Response to Mail Lob Postcard to Assign Salesforce Lead to Group
SurveyMonkey Survey Response to Mail Lob Postcard to Update Salesforce Field
Salesforce Campaign Trigger to Send SurveyMonkey Survey to Mail Lob Postcard
Salesforce Campaign Trigger to Mail Lob Postcard to Send SurveyMonkey Survey
Salesforce Field Changed to Send SurveyMonkey Survey to Mail Lob Postcard
Salesforce Field Changed to Mail Lob Postcard to Send SurveyMonkey Survey
Salesforce Campaign Trigger to Add Salesforce Task to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Update Salesforce Field to Mail Lob Postcard
Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Update Salesforce Field to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Mail Lob Postcard to Create Salesforce Opportunity
Salesforce Campaign Trigger to Send SurveyMonkey Survey to Assign Salesforce Lead
SurveyMonkey Survey Response to Set Salesforce Campaign Member Status to Send SurveyMonkey Survey
Salesforce Field Changed to Send SurveyMonkey Survey to Add Salesforce Task
Salesforce Field Changed to Send SurveyMonkey Survey to Update Salesforce Field
Salesforce Field Changed to Set Salesforce Campaign Member Status to Send SurveyMonkey Survey
Salesforce Field Changed to Send SurveyMonkey Survey to Assign Salesforce Lead
SurveyMonkey Survey Response to Create Salesforce Opportunity to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Add Salesforce Task to Mail Lob Postcard
Salesforce Campaign Trigger to Send SurveyMonkey Survey to Update Salesforce Field
SurveyMonkey Survey Response to Send SurveyMonkey Survey to Set Salesforce Campaign Member Status
SurveyMonkey Survey Response to Assign Salesforce Lead to Send SurveyMonkey Survey
Salesforce Campaign Trigger to Send SurveyMonkey Survey to Create Salesforce Opportunity
Salesforce Field Changed to Update Salesforce Field to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Send SurveyMonkey Survey to Assign Salesforce Lead to Group
SurveyMonkey Survey Response to Send SurveyMonkey Survey to Assign Salesforce Lead
Showing 38 journey ideas for Survey Monkey, Salesforce and Lob
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 Lob integration
Add a personal touch to your marketing by sending beautiful postcards to leads or customers as easily as you would an email.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Survey Monkey integration, Salesforce integration and the Lob 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.
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.
Mail Lob Postcard
Send a contact a personalized, physical postcard.
