Survey Monkey + Salesforce + Slack integration

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

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

SurveyMonkey Survey Response to Create Salesforce Opportunity to Send Slack Message

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SurveyMonkey Survey Response to Assign Salesforce Lead to Send Slack Message

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

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SurveyMonkey Survey Response to Add Salesforce Task to Send Slack Message

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SurveyMonkey Survey Response to Check Salesforce Field to Send Slack Message

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SurveyMonkey Survey Response to Check Salesforce Campaign Member Status to Send Slack Message

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SurveyMonkey Survey Response to Assign Salesforce Lead to Group to Send Slack Message

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SurveyMonkey Survey Response to Update Salesforce Field to Send Slack Message

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SurveyMonkey Survey Response to Send Slack Message to Create Salesforce Opportunity

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SurveyMonkey Survey Response to Send Slack Message to Assign Salesforce Lead

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

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SurveyMonkey Survey Response to Send Slack Message to Add Salesforce Task

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SurveyMonkey Survey Response to Send Slack Message to Assign Salesforce Lead to Group

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SurveyMonkey Survey Response to Send Slack Message to Update Salesforce Field

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Salesforce Campaign Trigger to Send SurveyMonkey Survey to Send Slack Message

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Salesforce Campaign Trigger to Send Slack Message to Send SurveyMonkey Survey

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Salesforce Field Changed to Send SurveyMonkey Survey to Send Slack Message

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Salesforce Field Changed to Send Slack Message to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Create Salesforce Opportunity to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Assign Salesforce Lead to Send Slack Message

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

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Salesforce Field Changed to Assign Salesforce Lead to Send SurveyMonkey Survey

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

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SurveyMonkey Survey Response to Check Salesforce Field to Send Slack Message

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

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Salesforce Field Changed to Send SurveyMonkey Survey to Add Salesforce Task

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SurveyMonkey Survey Response to Send SurveyMonkey Survey to Update Salesforce Field

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Salesforce Field Changed to Send Slack Message 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 Add Salesforce Task to Send Slack Message

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Salesforce Campaign Trigger to Assign Salesforce Lead to Send SurveyMonkey Survey

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

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SurveyMonkey Survey Response to Assign Salesforce Lead to Send SurveyMonkey Survey

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Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Send SurveyMonkey Survey

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Salesforce Campaign Trigger to Send Slack Message to Send SurveyMonkey Survey

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Salesforce Campaign Trigger to Send SurveyMonkey Survey to Assign Salesforce Lead to Group

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SurveyMonkey Survey Response to Send Slack Message to Assign Salesforce Lead to Group

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SurveyMonkey Survey Response to Update Salesforce Field to Send Slack Message

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Showing 38 journey ideas for Survey Monkey, Salesforce and Slack

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 Slack integration

Follow up on hot leads or key activities fast and build team alignment by using Slack notifications on your Autopilot playbooks. Any time an important activity happens such as a form submission, or a customer with a certain attribute: you can send a notificaiton on Slack with any information you like.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Survey Monkey integration, Salesforce integration and the Slack 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.
Send Slack Message
Send a contextual Slack message to a Slack channel.

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 Slack.