Delighted + Heap + Pipedrive integration

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

Marketing Automation ideas to integrate Delighted, Heap and Pipedrive.

Heap Event to Send Delighted NPS Survey to Update Pipedrive Person Field

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Heap Event to Send Delighted NPS Survey to Update Pipedrive Deal Stage

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Heap Event to Send Delighted NPS Survey to Assign Pipedrive Person Owner

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Heap Event to Send Delighted NPS Survey to Schedule Pipedrive Activity

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Heap Event to Send Delighted NPS Survey to Add Pipedrive Deal

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Heap Event to Check Delighted NPS Response to Update Pipedrive Person Field

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Heap Event to Check Delighted NPS Response to Update Pipedrive Deal Stage

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Heap Event to Check Delighted NPS Response to Assign Pipedrive Person Owner

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Heap Event to Check Delighted NPS Response to Schedule Pipedrive Activity

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Heap Event to Check Delighted NPS Response to Add Pipedrive Deal

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Heap Event to Update Pipedrive Person Field to Send Delighted NPS Survey

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Heap Event to Update Pipedrive Deal Stage to Send Delighted NPS Survey

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Heap Event to Check Pipedrive Person Field to Send Delighted NPS Survey

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Heap Event to Check Pipedrive Deal Stage to Send Delighted NPS Survey

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Heap Event to Assign Pipedrive Person Owner to Send Delighted NPS Survey

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Heap Event to Schedule Pipedrive Activity to Send Delighted NPS Survey

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Heap Event to Add Pipedrive Deal to Send Delighted NPS Survey

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Heap Event to Add Pipedrive Deal to Send Delighted NPS Survey

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Heap Event to Schedule Pipedrive Activity to Send Delighted NPS Survey

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Heap Event to Check Delighted NPS Response to Update Pipedrive Deal Stage

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Heap Event to Update Pipedrive Person Field to Send Delighted NPS Survey

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Heap Event to Send Delighted NPS Survey to Update Pipedrive Deal Stage

Try this free

Heap Event to Check Pipedrive Deal Stage to Send Delighted NPS Survey

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Heap Event to Check Delighted NPS Response to Schedule Pipedrive Activity

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Heap Event to Send Delighted NPS Survey to Update Pipedrive Person Field

Try this free

Heap Event to Check Delighted NPS Response to Add Pipedrive Deal

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Heap Event to Send Delighted NPS Survey to Add Pipedrive Deal

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Heap Event to Check Delighted NPS Response to Update Pipedrive Person Field

Try this free

Heap Event to Send Delighted NPS Survey to Schedule Pipedrive Activity

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Heap Event to Check Delighted NPS Response to Assign Pipedrive Person Owner

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Heap Event to Send Delighted NPS Survey to Assign Pipedrive Person Owner

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Heap Event to Update Pipedrive Deal Stage to Send Delighted NPS Survey

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Heap Event to Check Pipedrive Person Field to Send Delighted NPS Survey

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Heap Event to Assign Pipedrive Person Owner to Send Delighted NPS Survey

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Showing 34 journey ideas for Delighted, Heap and Pipedrive

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 Pipedrive integration

Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes. They realized that the CRM landscape was populated by software designed to please the top brass while ignoring the needs of the people doing the actual selling. The Pipedrive integration adds email marketing, lead nurturing and marketing automation capabilities to Pipedrive. It's an email marketing integration for Pipedrive that helps you nurture leads over the course of a long sales cycle.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Delighted integration, Heap integration and the Pipedrive 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.
Person Field Match
Add a contact to a journey when a particular Pipedrive person field meets your criteria (e.g. contains a particular word).
Pipedrive Deal Status Match
Add a contact associated with a deal to a journey when the deal status matches your criteria.
Pipedrive Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.

Conditions

Check Delighted NPS Response
Check the previous NPS response of the contact in the journey.
Check Pipedrive Person Field
Check if a Pipedrive person field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Pipedrive Deal Stage
Check the stage of the latest deal associated with a contact.

Journey Actions

Send Delighted NPS Survey
Send an NPS survey via Delighted to the contact in the journey.
Update Pipedrive Person Field
Update a Pipedrive person field to a specific value.
Update Pipedrive Deal Stage
Update the stage of the latest deal associated with a contact.
Assign Pipedrive Person Owner
Assign a person in Pipedrive. Supports round robin assignment.
Schedule Pipedrive Activity
Create a contextual Pipedrive activity.
Add Pipedrive Deal
Create a contextual Pipedrive deal.

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 Pipedrive.