Delighted + Freshdesk + Close.io integration

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

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

Create New Freshdesk Ticket to Assign Close.io Task to Send Delighted NPS Survey

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Freshdesk Ticket Updated to Update Close.io Opportunity Stage to Send Delighted NPS Survey

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Delighted NPS Response to Assign Close.io Task to Freshdesk Update Ticket

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Delighted NPS Response to Check Close.io Opportunity Status to Freshdesk Update Ticket

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Freshdesk Ticket Updated to Create Close.io Opportunity to Send Delighted NPS Survey

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Freshdesk New Contact to Create Close.io Opportunity to Send Delighted NPS Survey

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Delighted NPS Response to Freshdesk Update Ticket to Update Close.io Field

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Freshdesk Ticket Updated to Check Close.io Field to Send Delighted NPS Survey

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Delighted NPS Response to Freshdesk Ticket Status to Assign Close.io Task

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Freshdesk New Contact to Send Delighted NPS Survey to Update Close.io Field

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Freshdesk Contact Updated to Freshdesk Ticket Status to Send Delighted NPS Survey

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Freshdesk Contact Updated to Check Delighted NPS Response to Assign Close.io Lead

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Freshdesk New Contact to Send Delighted NPS Survey to Assign Close.io Lead

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

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Freshdesk Contact Updated to Send Delighted NPS Survey to Create Close.io Opportunity

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Freshdesk New Contact to Check Delighted NPS Response to Update Close.io Field

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Freshdesk Contact Updated to Send Delighted NPS Survey to Update Close.io Opportunity Stage

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Freshdesk Ticket Updated to Send Delighted NPS Survey to Assign Close.io Task

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Freshdesk Contact Updated to Update Close.io Opportunity Stage to Send Delighted NPS Survey

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Create New Freshdesk Ticket to Send Delighted NPS Survey to Update Close.io Opportunity Stage

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Showing 20 journey ideas for Delighted, Freshdesk 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 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 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, Freshdesk 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.
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.
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.
Freshdesk Ticket Status
Checks the most recent ticket status with multiple outcomes.
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.
Freshdesk Update Ticket
Updates the latest ticket with new information or a status.
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, Freshdesk and Close.io.