Delighted + Email + Close.io integration

Use Autopilot to create journeys that use the Delighted, Email and Close.io integrations.

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Marketing Automation ideas to integrate Delighted, Email and Close.io.

Email Activity to Check Delighted NPS Response to Update Close.io Field

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Email Activity to Create Close.io Opportunity to Send Delighted NPS Survey

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Close.io Opportunity Status Change to Send Email to Send Delighted NPS Survey

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Delighted NPS Response to Check Email Status to Update Close.io Field

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

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Delighted NPS Response to Send Email to Send Delighted NPS Survey

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Close.io Field Change to Check Delighted NPS Response to Send Email

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Email Activity to Send Delighted NPS Survey to Assign Close.io Lead

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Close.io Opportunity Status Change to Check Delighted NPS Response to Send Email

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Delighted NPS Response to Update Close.io Opportunity Stage to Send Email

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Email Activity to Check Delighted NPS Response to Send Email

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Delighted NPS Response to Check Email Status to Assign Close.io Lead

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Email Activity to Update Close.io Opportunity Stage to Send Delighted NPS Survey

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Delighted NPS Response to Check Delighted NPS Response to Send Email

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Email Activity to Assign Close.io Task to Send Delighted NPS Survey

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Delighted NPS Response to Send Email to Assign Close.io Task

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Delighted NPS Response to Send Email to Create Close.io Opportunity

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Email Activity to Send Delighted NPS Survey to Send Email

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Email Activity to Update Close.io Field to Send Delighted NPS Survey

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Close.io Opportunity Status Change to Check Email Status to Send Delighted NPS Survey

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Showing 20 journey ideas for Delighted, Email 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 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 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, Email 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.
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.
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 Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).
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.
Send Email
Send a contact a personalized marketing or transactional email.
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, Email and Close.io.