Delighted + Base CRM + Lists integration

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

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

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

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Delighted NPS Response to Check Base Deal Stage to Send Delighted NPS Survey

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

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

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Add a Base Deal to Send Delighted NPS Survey to Remove From List

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Removed From List to Check Base Contact Field to Send Delighted NPS Survey

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Base Contact Field Change to Remove From List to Send Delighted NPS Survey

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Base Deal Stage Change to Send Delighted NPS Survey to Remove From List

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Removed From List to Update Base Contact Field to Send Delighted NPS Survey

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Assign Base Task to Check Base Deal Stage to Send Delighted NPS Survey

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Delighted NPS Response to Is on List or Segment to Update Base Contact Field

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

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Removed From List to Send Delighted NPS Survey to Update Base Contact Field

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Removed From List to Check Base Deal Stage to Send Delighted NPS Survey

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Base Deal Stage Change to Check Delighted NPS Response to Remove From List

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Add a Base Deal to Check Lead Status to Send Delighted NPS Survey

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List Trigger to Check Delighted NPS Response to Assign Base Contact Owner

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Base Contact Field Change to Check Lead Status to Send Delighted NPS Survey

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Delighted NPS Response to Add to List to Assign Base Contact Owner

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List Trigger to Check Base Contact Field to Send Delighted NPS Survey

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Showing 20 journey ideas for Delighted, Base CRM and Lists

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 Lists integration

Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Delighted integration, Base CRM integration and the Lists 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.
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.

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.
Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.

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 to List
Add a contact to a list.
Remove From List
Remove a contact from a list.

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 Lists.