Survey Monkey + Salesforce + Pipedrive integration

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

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

SurveyMonkey Survey Response to Send SurveyMonkey Survey to Update Salesforce Field

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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 Assign Salesforce Lead to Group to Send SurveyMonkey Survey

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Salesforce Campaign Trigger to Send SurveyMonkey Survey to Set Salesforce Campaign Member Status

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SurveyMonkey Survey Response to Send SurveyMonkey Survey to Create Salesforce Opportunity

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

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Salesforce Campaign Trigger to Create Salesforce Opportunity to Send SurveyMonkey Survey

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Salesforce Campaign Trigger to Assign Salesforce Lead to Send SurveyMonkey Survey

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

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SurveyMonkey Survey Response to Update Salesforce Field to Send SurveyMonkey Survey

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Salesforce Field Changed to Assign Salesforce Lead to Send SurveyMonkey Survey

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Salesforce Field Changed to Send SurveyMonkey Survey to Create Salesforce Opportunity

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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 SurveyMonkey Survey

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Salesforce Campaign Trigger to Send SurveyMonkey Survey to Create Salesforce Opportunity

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Salesforce Field Changed to Add Salesforce Task to Send SurveyMonkey Survey

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

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SurveyMonkey Survey Response to Create Salesforce Opportunity to Send SurveyMonkey Survey

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

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Salesforce Campaign Trigger to Send SurveyMonkey Survey to Add Salesforce Task

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Showing 20 journey ideas for Survey Monkey, Salesforce and Pipedrive

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 Pipedrive integration

Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes. Send personalized messages and take action across the entire customer lifecycle. Autopilot for Pipedrive will help you close more deals and orchestrate a better sales and marketing experience for your customers. When you connect to Pipedrive we sync all of your people, organizations and activities. We’ve included templates for Audiences, Dashboards, Reports and Playbooks to help you get started. The templates cover everything from detailed Pipedrive analytics dashboards, to playbooks that help nurture subscribers into customers. All of your Pipedrive data connects to your customer data platform in Autopilot, which means you can easily ask questions like “which UTM campaign led to the most new deals?” or "which sales emails are most effective at progressing deals?”. All of your important data and metrics are now in one place. You also get access to powerful reporting and dashboards, which means you can create marketing funnels, cohorts, metrics and goals to motivate your entire team. Built in revenue attribution for campaigns will help you see the exact MRR contribution of every email you send from nurturing new subscribers to retaining existing customers.

Create your own marketing automation journey

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

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 Pipedrive.