Delighted + Freshdesk + Base CRM integration

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

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

Freshdesk New Contact to Send Delighted NPS Survey to Freshdesk Update Ticket

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Freshdesk Contact Updated to Check Delighted NPS Response to Freshdesk Update Ticket

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Base Deal Stage Change to Check Delighted NPS Response to Freshdesk Update Ticket

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Assign Base Task to Freshdesk Ticket Status to Send Delighted NPS Survey

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Check Base Deal Stage to Check Delighted NPS Response to Freshdesk Update Ticket

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Freshdesk New Contact to Update Base Contact Field to Send Delighted NPS Survey

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Create New Freshdesk Ticket to Freshdesk Ticket Status to Send Delighted NPS Survey

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

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Freshdesk New Contact to Check Delighted NPS Response to Assign Base Contact Owner

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Create New Freshdesk Ticket to Assign Base Contact Owner to Send Delighted NPS Survey

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Freshdesk Ticket Updated to Freshdesk Update Ticket to Send Delighted NPS Survey

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Freshdesk Ticket Updated to Send Delighted NPS Survey to Assign Base Contact Owner

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Delighted NPS Response to Freshdesk Update Ticket to Send Delighted NPS Survey

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Freshdesk Contact Updated to Send Delighted NPS Survey to Assign Base Contact Owner

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Freshdesk Ticket Updated to Update Base Contact Field to Send Delighted NPS Survey

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Check Base Deal Stage to Freshdesk Ticket Status to Send Delighted NPS Survey

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Check Base Deal Stage to Freshdesk Update Ticket to Send Delighted NPS Survey

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Delighted NPS Response to Check Delighted NPS Response to Freshdesk Update Ticket

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New Freshdesk Ticket to Update Base Contact Field to Send Delighted NPS Survey

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Delighted NPS Response to Freshdesk Ticket Status to Update Base Contact Field

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Showing 20 journey ideas for Delighted, Freshdesk 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 Freshdesk integration

Freshdesk is cloud-based customer support software. Freshdesk and Autopilot allow you to start journeys based on tickets matching certain criteria and follow up when people have had both positive and negative experiences. You can also add tickets automatically based on actions that happen in the customer journey.

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, Freshdesk 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.
Freshdesk Ticket Updated
Triggers when a Freshdesk ticket is updated .
Freshdesk Contact Updated
Triggers when a Freshdesk contact is updated.
Freshdesk New Contact
When a new contact is added to Freshdesk the journey is triggered.
New Freshdesk Ticket
Triggers when a new Freshdesk ticket is submitted or created. Can be filtered to match certain criteria.
Create New Freshdesk Ticket
Creates a new Freshdesk Ticket.
Check Base Contact Field
Check for a specific value in a contact field.
Add a Base Deal
Add a new deal against the contact in the journey.
Check Base Deal Stage
Check the deal stage with a true or false outcome.
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.
Freshdesk Ticket Status
Checks the most recent ticket status with multiple outcomes.

Journey Actions

Send Delighted NPS Survey
Send an NPS survey via Delighted to the contact in the journey.
Freshdesk Update Ticket
Updates the latest ticket with new information or a status.
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, Freshdesk and Base CRM.