Delighted + Heap + Close.io integration

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

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

Heap Event to Assign Close.io Task to Send Delighted NPS Survey

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Heap Event to Check Close.io Opportunity Status to Send Delighted NPS Survey

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Heap Event to Send Delighted NPS Survey to Update Close.io Field

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Heap Event to Create Close.io Opportunity to Send Delighted NPS Survey

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Heap Event to Send Delighted NPS Survey to Create Close.io Opportunity

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Heap Event to Check Delighted NPS Response to Update Close.io Field

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Heap Event to Assign Close.io Lead to Send Delighted NPS Survey

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Heap Event to Update Close.io Field to Send Delighted NPS Survey

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Heap Event to Update Close.io Opportunity Stage to Send Delighted NPS Survey

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Heap Event to Check Close.io Field to Send Delighted NPS Survey

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Heap Event to Send Delighted NPS Survey to Update Close.io Opportunity Stage

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Heap Event to Check Delighted NPS Response to Create Close.io Opportunity

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Heap Event to Send Delighted NPS Survey to Assign Close.io Task

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Heap Event to Send Delighted NPS Survey to Assign Close.io Lead

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Heap Event to Check Delighted NPS Response to Update Close.io Opportunity Stage

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Heap Event to Check Delighted NPS Response to Assign Close.io Task

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Heap Event to Check Delighted NPS Response to Assign Close.io Lead

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Showing 17 journey ideas for Delighted, Heap 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 Heap integration

Heap allows you to aggregate, organize, and visualize all of your business data in one place. By streaming your Autopilot data to Heap you’ll instantly gain the visibility you need to make data-driven decisions across the entire customer journey. You can also easily add people to journeys in Autopilot when they perform an event that you’re tracking in Heap.

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, Heap 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.
Heap Event
Add a contact to a journey when they perform a Heap event.
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 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.
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, Heap and Close.io.