Delighted + Base CRM + Hubspot CRM integration

Use Autopilot to create journeys that use the Delighted, Base CRM and Hubspot CRM integrations.

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Marketing Automation ideas to integrate Delighted, Base CRM and Hubspot CRM.

Delighted NPS Response to Check Base Deal Stage to Add HubSpot CRM Deal

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Base Contact Field Change to Check Base Deal Stage to Send Delighted NPS Survey

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Base Contact Field Change to Assign Base Contact Owner to Send Delighted NPS Survey

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Add a Base Deal to Update HubSpot CRM Deal Stage to Send Delighted NPS Survey

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Assign Base Task to Check Delighted NPS Response to Assign Base Contact Owner

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Add a Base Deal to Send Delighted NPS Survey to Add HubSpot CRM Deal

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Base Contact Field Change to Update Base Contact Field to Send Delighted NPS Survey

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Delighted NPS Response to Send Delighted NPS Survey to Assign Base Contact Owner

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Add a Base Deal to Send Delighted NPS Survey to Assign Base Contact Owner

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Base Contact Field Change to Check Delighted NPS Response to Update Base Contact Field

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New HubSpot CRM Contact to Check Delighted NPS Response to Update Base Contact Field

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Delighted NPS Response to Check Base Contact Field to Send Delighted NPS Survey

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Delighted NPS Response to Add HubSpot CRM Deal to Assign Base Contact Owner

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Base Deal Stage Change to Add HubSpot CRM Deal to Send Delighted NPS Survey

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Delighted NPS Response to Check HubSpot CRM Deal Stage to Update Base Contact Field

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Delighted NPS Response to Update Base Contact Field to Send Delighted NPS Survey

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Add a Base Deal to Check Delighted NPS Response to Update Base Contact Field

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Base Deal Stage Change to Assign Base Contact Owner to Send Delighted NPS Survey

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HubSpot CRM Contact Field Match to Update Base Contact Field to Send Delighted NPS Survey

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New HubSpot CRM Contact to Send Delighted NPS Survey to Update Base Contact Field

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Showing 20 journey ideas for Delighted, Base CRM and Hubspot CRM

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 Base CRM integration

Base built the first scientific sales platform that empowers businesses to grow revenue in a way that’s measurable, repeatable and scalable. Unlike legacy cloud CRM and sales force automation systems, Base offers an all-in-one solution that increases rep adoption rates and data capture across devices. With the ability to analyze big data trends in real-time, Base’s Apollo provides sales leaders with the actionable, quantifiable insights they need to accelerate performance.

About the Hubspot CRM integration

Make sure the time and effort you spend acquiring leads pays off. Automatically send leads that you generate with Autopilot to HubSpot CRM and create personalized deals. Assign deals to your sales team using round robin lead assignment, and update HubSpot CRM fields or deals based on events that occur in Autopilot or one of your connected apps. Visually create seamless marketing and sales journeys across HubSpot CRM and your other favorite apps. Trigger journeys in Autopilot when a deal stage is changed in HubSpot CRM, or a particular field is updated, so you can ensure timely action and personalized communication occurs — to help you close more deals.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Delighted integration, Base CRM integration and the Hubspot CRM integration.

Journey Triggers

Delighted NPS Response
Trigger a journey based on an NPS Response grouped by Promoter, Passive or Detractor.
Add a Base Deal
Add a new deal against the contact in the journey.
Base Deal Stage Change
Add a contact to a journey when the deal stage changes in Base CRM.
Base Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Assign Base Task
Assigns a task for a lead or contact.
New HubSpot CRM Contact
Add any new HubSpot CRM contact to a journey.
HubSpot CRM Contact Field Match
Add a contact to a journey when a particular HubSpot CRM field meets your criteria (e.g. contains a particular word).
HubSpot CRM Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.

Conditions

Check Delighted NPS Response
Check the previous NPS response of the contact in the journey.
Check Base Deal Stage
Check the deal stage with a true or false outcome.
Check Base Contact Field
Check for a specific value in a contact field.
Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.

Journey Actions

Send Delighted NPS Survey
Send an NPS survey via Delighted to the contact in the journey.
Assign Base Contact Owner
Assigns an owner or round robins ownership to a contact.
Update Base Contact Field
Updates a field with a certain value associated against a contact in Base CRM.
Add HubSpot CRM Deal
Create a contextual HubSpot CRM deal.
Update HubSpot CRM Deal Stage
Update the stage of the latest deal associated with a contact.

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, Base CRM and Hubspot CRM.