Delighted + Custom Fields + Close.io integration
Use Autopilot to create journeys that use the Delighted, Custom Fields and Close.io integrations.
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Marketing Automation ideas to integrate Delighted, Custom Fields and Close.io.
New Close.io Event to Send Delighted NPS Survey to Update Field
Field Match to Send Delighted NPS Survey to Update Close.io Field
Field Match to Check Delighted NPS Response to Assign Close.io Task
Delighted NPS Response to Update Field to Create Close.io Opportunity
Close.io Opportunity Status Change to Update Field to Send Delighted NPS Survey
Field Match to Send Delighted NPS Survey to Update Field
Delighted NPS Response to Check Field to Send Delighted NPS Survey
Delighted NPS Response to Check Close.io Field to Update Field
Close.io Field Change to Check Delighted NPS Response to Update Field
Close.io Opportunity Status Change to Send Delighted NPS Survey to Update Field
Field Match to Check Close.io Opportunity Status to Send Delighted NPS Survey
Delighted NPS Response to Check Field to Assign Close.io Lead
Delighted NPS Response to Check Delighted NPS Response to Update Field
Delighted NPS Response to Update Field to Send Delighted NPS Survey
Field Match to Assign Close.io Task to Send Delighted NPS Survey
Close.io Field Change to Send Delighted NPS Survey to Update Field
Delighted NPS Response to Update Field to Assign Close.io Lead
Close.io Field Change to Update Field to Send Delighted NPS Survey
Field Match to Check Delighted NPS Response to Create Close.io Opportunity
Field Match to Create Close.io Opportunity to Send Delighted NPS Survey
Showing 20 journey ideas for Delighted, Custom Fields and Close.io
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 Close.io integration
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 the Delighted integration, Custom Fields integration and the Close.io 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).
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 Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
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).
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.
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, Custom Fields and Close.io.
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