Delighted + Custom Fields + Base CRM integration

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

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Marketing Automation ideas to integrate Delighted, Custom Fields and Base CRM.

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

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Field Match to Check Field to Send Delighted NPS Survey

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Delighted NPS Response to Check Field to Assign Base Contact Owner

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

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Delighted NPS Response to Check Delighted NPS Response to Update Field

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Field Match to Check Base Deal Stage to Send Delighted NPS Survey

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Assign Base Task to Update Field to Send Delighted NPS Survey

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

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Delighted NPS Response to Check Base Deal Stage to Update Field

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Base Deal Stage Change to Send Delighted NPS Survey to Update Field

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

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Delighted NPS Response to Check Field to Send Delighted NPS Survey

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

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Delighted NPS Response to Update Base Contact Field to Update Field

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Base Deal Stage Change to Update Field to Send Delighted NPS Survey

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Field Match to Send Delighted NPS Survey to Update Field

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Delighted NPS Response to Check Base Contact Field to Update Field

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Add a Base Deal to Update Field to Send Delighted NPS Survey

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

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Delighted NPS Response to Update Field to Update Base Contact Field

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Showing 20 journey ideas for Delighted, Custom Fields and Base 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 Custom Fields integration

Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.

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.

Create your own marketing automation journey

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

Journey Triggers

Delighted NPS Response
Trigger a journey based on an NPS Response grouped by Promoter, Passive or Detractor.
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).
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.

Conditions

Check Delighted NPS Response
Check the previous NPS response of the contact in the journey.
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
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.

Journey Actions

Send Delighted NPS Survey
Send an NPS survey via Delighted to the contact in the journey.
Update Field
Update a field to a specific value.
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.

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, Custom Fields and Base CRM.