Delighted + Email + Base CRM integration

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

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

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

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Email Activity to Check Base Contact Field to Send Delighted NPS Survey

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Email Activity to Update Base Contact Field to Send Delighted NPS Survey

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

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Delighted NPS Response to Check Email Status to Send Delighted NPS Survey

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Base Deal Stage Change to Check Delighted NPS Response to Send Email

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Email Activity to Send Delighted NPS Survey to Send Email

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Email Activity to Send Delighted NPS Survey to Assign Base Contact Owner

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Assign Base Task to Send Delighted NPS Survey to Send Email

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Delighted NPS Response to Send Email to Send Delighted NPS Survey

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Delighted NPS Response to Check Base Contact Field to Send Email

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Delighted NPS Response to Assign Base Contact Owner to Send Email

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Add a Base Deal to Send Email to Send Delighted NPS Survey

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Delighted NPS Response to Check Base Deal Stage to Send Email

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Email Activity to Assign Base Contact Owner to Send Delighted NPS Survey

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Assign Base Task to Send Email to Send Delighted NPS Survey

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

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

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Delighted NPS Response to Update Base Contact Field to Send Email

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

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Showing 20 journey ideas for Delighted, Email 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 Email integration

Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more. You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more. Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.

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, Email 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.
Email Activity
Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.
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 Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).
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.
Send Email
Send a contact a personalized marketing or transactional email.
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, Email and Base CRM.