Survey Monkey + Trello + Salesforce integration

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

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

SurveyMonkey Survey Response to Add Trello Card to Create Salesforce Opportunity

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SurveyMonkey Survey Response to Add Trello Card to Assign Salesforce Lead

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SurveyMonkey Survey Response to Add Trello Card to Set Salesforce Campaign Member Status

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SurveyMonkey Survey Response to Add Trello Card to Add Salesforce Task

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SurveyMonkey Survey Response to Add Trello Card to Assign Salesforce Lead to Group

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SurveyMonkey Survey Response to Add Trello Card to Update Salesforce Field

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SurveyMonkey Survey Response to Create Salesforce Opportunity to Add Trello Card

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SurveyMonkey Survey Response to Assign Salesforce Lead to Add Trello Card

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SurveyMonkey Survey Response to Set Salesforce Campaign Member Status to Add Trello Card

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SurveyMonkey Survey Response to Add Salesforce Task to Add Trello Card

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SurveyMonkey Survey Response to Check Salesforce Field to Add Trello Card

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SurveyMonkey Survey Response to Check Salesforce Campaign Member Status to Add Trello Card

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SurveyMonkey Survey Response to Assign Salesforce Lead to Group to Add Trello Card

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SurveyMonkey Survey Response to Update Salesforce Field to Add Trello Card

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Salesforce Campaign Trigger to Send SurveyMonkey Survey to Add Trello Card

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Salesforce Campaign Trigger to Add Trello Card to Send SurveyMonkey Survey

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Salesforce Field Changed to Send SurveyMonkey Survey to Add Trello Card

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Salesforce Field Changed to Add Trello Card to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Add Trello Card to Add Salesforce Task

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SurveyMonkey Survey Response to Add Trello Card to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Create Salesforce Opportunity to Add Trello Card

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SurveyMonkey Survey Response to Send SurveyMonkey Survey to Add Trello Card

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SurveyMonkey Survey Response to Assign Salesforce Lead to Add Trello Card

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SurveyMonkey Survey Response to Check Salesforce Field to Add Trello Card

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SurveyMonkey Survey Response to Assign Salesforce Lead to Group to Add Trello Card

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SurveyMonkey Survey Response to Add Trello Card to Assign Salesforce Lead

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SurveyMonkey Survey Response to Add Salesforce Task to Add Trello Card

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Salesforce Campaign Trigger to Send SurveyMonkey Survey to Add Trello Card

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SurveyMonkey Survey Response to Add Trello Card to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Add Trello Card to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Set Salesforce Campaign Member Status to Add Trello Card

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Salesforce Campaign Trigger to Add Trello Card to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Add Trello Card to Create Salesforce Opportunity

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Salesforce Field Changed to Send SurveyMonkey Survey to Add Trello Card

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SurveyMonkey Survey Response to Add Trello Card to Assign Salesforce Lead to Group

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SurveyMonkey Survey Response to Add Trello Card to Update Salesforce Field

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SurveyMonkey Survey Response to Update Salesforce Field to Add Trello Card

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SurveyMonkey Survey Response to Check Salesforce Campaign Member Status to Add Trello Card

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Showing 38 journey ideas for Survey Monkey, Trello and Salesforce

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 Trello integration

Trello is the easy, free, flexible, and visual way to manage your projects and organize anything, trusted by millions of people from all over the world. With Trello for Autopilot you can manage internal workflow for sales, marketing, customer success and support. For example, every time you win a new customer add them to the New Customer board so they can be followed up by your customer success team.

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Survey Monkey integration, Trello integration and the Salesforce 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.
Add Trello Card
Adds a Trello card to a board.
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, Trello and Salesforce.