Delighted + Close.io Integration

Use Autopilot to automate and integrate Delighted and Close.io.

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Marketing Automation ideas to integrate Delighted and Close.io

Smart Segment Trigger to Update Close.io Field

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Delighted NPS Response to Assign Close.io Task

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Close.io Opportunity Status Change to Add a Pipedrive Deal to Send Delighted NPS Survey

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Close.io Field Change to Send Delighted NPS Survey to Update Pipedrive Person Field

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Delighted NPS Response to Update Pipedrive Person Field to Assign Close.io Lead

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Delighted NPS Response to Add Delay

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Delighted NPS Response to Add Delay to Assign Close.io Lead

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Delighted NPS Response to Create Close.io Opportunity

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Delighted NPS Response to Assign Close.io Lead

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Close.io Field Change to Send Delighted NPS Survey

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Delighted NPS Response to Check Close.io Opportunity Status to Send Delighted NPS Survey

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Close.io Opportunity Status Change to Add Delay to Send Delighted NPS Survey

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New Close.io Event to Check Close.io Opportunity Status to Send Delighted NPS Survey

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Delighted NPS Response to Update Close.io Field

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Close.io Opportunity Status Change to Send Delighted NPS Survey to Add a Pipedrive Deal

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New Close.io Event to Send Delighted NPS Survey

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Delighted NPS Response to Assign Close.io Task

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Close.io Field Change to Send Delighted NPS Survey

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Delighted NPS Response to Check Delighted NPS Response to Assign Close.io Task

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Facebook Lead Ad Submitted to Send Delighted NPS Survey

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Showing 20 of 894 Marketing Automation ideas using Autopilot's Delighted and Close.io integration.

About Delighted

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 Close.io

Close.io is the inside sales CRM of choice for startups and SMBs. Increase productivity with all your sales communication in one place.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in Delighted integration.

Triggers

Delighted NPS Response
Trigger a journey based on an NPS Response grouped by Promoter, Passive or Detractor.
Close.io Opportunity Status Change
Triggers when an Opportunity Status changes.
New Close.io Event
Triggers when a new event is created.
Close.io Field Change
Add a contact to a journey when a particular Close.io field's value meets your criteria (e.g. contains a particular word).

Conditions

Check Delighted NPS Response
Check the previous NPS response of the contact in the journey.
Check Close.io Opportunity Status
Check if an opportunity is at a certain status.
Check Close.io Field
Check if a Close.io field is a specific value, or meets some other criteria (e.g. contains a particular word).

Actions

Send Delighted NPS Survey
Send an NPS survey via Delighted to the contact in the journey.
Create Close.io Opportunity
Create a contextual Close.io opportunity.
Update Close.io Opportunity Stage
Updates the stage of an existing Opportunity.
Assign Close.io Lead
Assign a lead in Close.io and set their lead source and lead status.
Update Close.io Field
Update a Close.io field to a specific value.
Assign Close.io Task
Create a contextual Close.io task.

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 and Close.io.