Delighted + Autopilot API + Insightly integration
Use Autopilot to create journeys that use the Delighted, Autopilot API and Insightly integrations.
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Marketing Automation ideas to integrate Delighted, Autopilot API and Insightly.
API Trigger to Assign Insightly Task to Send Delighted NPS Survey
API Trigger to Check Delighted NPS Response to Update Insightly Contact Field
API Trigger to Assign Insightly Owner to Send Delighted NPS Survey
API Trigger to Send Delighted NPS Survey to Assign Insightly Task
API Trigger to Update Insightly Contact Field to Send Delighted NPS Survey
API Trigger to Check Delighted NPS Response to Create Insightly Project
API Trigger to Check Delighted NPS Response to Assign Insightly Owner
API Trigger to Create Insightly Project to Send Delighted NPS Survey
API Trigger to Send Delighted NPS Survey to Assign Insightly Owner
API Trigger to Check Delighted NPS Response to Assign Insightly Task
API Trigger to Send Delighted NPS Survey to Update Insightly Contact Field
API Trigger to Send Delighted NPS Survey to Create Insightly Project
Showing 12 journey ideas for Delighted, Autopilot API and Insightly
About the Delighted integration
With Delighted send NPS surveys and automate follow up to promoters and detractors. Delighted is the easiest and most beautiful way to measure customer happiness. Are your customers delighted? The fastest and easiest way to gather actionable feedback from your customers. Delighted uses the Net Promoter System® to gather real feedback from your customers – in minutes not weeks. No technical knowledge required.
About the Autopilot API integration
The Autopilot REST API allows you to send contacts from Autopilot to your app, add contacts from your app into Autopilot, trigger Autopilot journeys from your app, keep unsubscribes in sync between Autopilot and your app, enhance contact profiles with custom fields and data from your app and get data from your app into and out of Salesforce using Autopilot's native integration.
About the Insightly integration
Grow your business faster than ever before by building stronger customer relationships over time, and exceeding expectations every step of the way.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Delighted integration, Autopilot API integration and the Insightly integration.
Journey Triggers
Delighted NPS Response
Trigger a journey based on an NPS Response grouped by Promoter, Passive or Detractor.
API Trigger
Add a contact to a journey using a custom API call.
Insightly Opportunity Status Change
Add a contact to a journey when the opportunity stage changes in Insightly.
Insightly Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Check Insightly Contact Field
Check for a specific value in a contact field.
Add Insightly Opportunity
Add a new opportunity against the contact in the journey.
Check Insightly Opportunity Stage
Check the opportunity stage with a true or false outcome.
Conditions
Check Delighted NPS Response
Check the previous NPS response of the contact in the journey.
Journey Actions
Send Delighted NPS Survey
Send an NPS survey via Delighted to the contact in the journey.
Create Insightly Project
Creates a new project within Insightly.
Assign Insightly Owner
Assigns an owner or round robins ownership to a contact or lead.
Assign Insightly Task
Assigns a task on for a lead or contact.
Update Insightly Contact Field
Updates a field with a certain value associated against a contact in Insightly.
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 Delighted, Autopilot API and Insightly.
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