Delighted + Help Scout + Insightly integration

Use Autopilot to create journeys that use the Delighted, Help Scout and Insightly integrations.

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Marketing Automation ideas to integrate Delighted, Help Scout and Insightly.

Help Scout Satisfaction Rating to Send Delighted NPS Survey to Create Insightly Project

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Help Scout Satisfaction Rating to Create Insightly Project to Send Delighted NPS Survey

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Help Scout Satisfaction Rating to Check Delighted NPS Response to Update Insightly Contact Field

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Help Scout Tag to Check Delighted NPS Response to Update Insightly Contact Field

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Help Scout Create Conversation to Check Delighted NPS Response to Assign Insightly Task

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Help Scout Create Conversation to Send Delighted NPS Survey to Assign Insightly Task

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Help Scout Satisfaction Rating to Send Delighted NPS Survey to Update Insightly Contact Field

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Help Scout Tag to Send Delighted NPS Survey to Create Insightly Project

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Help Scout Create Conversation to Check Delighted NPS Response to Create Insightly Project

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Help Scout Tag to Update Insightly Contact Field to Send Delighted NPS Survey

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Help Scout Tag to Check Delighted NPS Response to Create Insightly Project

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Help Scout Satisfaction Rating to Assign Insightly Owner to Send Delighted NPS Survey

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Help Scout Satisfaction Rating to Check Delighted NPS Response to Assign Insightly Owner

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Help Scout Tag to Assign Insightly Owner to Send Delighted NPS Survey

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Help Scout Satisfaction Rating to Assign Insightly Task to Send Delighted NPS Survey

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Help Scout Tag to Assign Insightly Task to Send Delighted NPS Survey

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Help Scout Create Conversation to Check Delighted NPS Response to Assign Insightly Owner

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Help Scout Create Conversation to Update Insightly Contact Field to Send Delighted NPS Survey

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Help Scout Satisfaction Rating to Check Delighted NPS Response to Create Insightly Project

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Help Scout Tag to Send Delighted NPS Survey to Update Insightly Contact Field

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Showing 20 journey ideas for Delighted, Help Scout and Insightly

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 Help Scout integration

Help Scout makes excellent customer service achievable for companies of all sizes. The Autopilot and Help Scout integration allows you to display customer information directly in Help Scout. Shapes allow you to create new tickets in journeys and trigger new journeys when conversations are tagged.

About the Insightly integration

Grow your business faster than ever before by building stronger customer relationships over time, and exceeding expectations every step of the way.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Delighted integration, Help Scout integration and the Insightly integration.

Journey Triggers

Delighted NPS Response
Trigger a journey based on an NPS Response grouped by Promoter, Passive or Detractor.
Help Scout Tag
Trigger when a new tag is added to a Help Scout conversation.
Help Scout Satisfaction Rating
Triggers when a conversation has a satisfaction rating.
Help Scout Create Conversation
Creates a new Help Scout conversation.
Insightly Opportunity Status Change
Add a contact to a journey when the opportunity stage changes in Insightly.
Insightly Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Check Insightly Contact Field
Check for a specific value in a contact field.
Add Insightly Opportunity
Add a new opportunity against the contact in the journey.
Check Insightly Opportunity Stage
Check the opportunity stage with a true or false outcome.

Conditions

Check Delighted NPS Response
Check the previous NPS response of the contact in the journey.

Journey Actions

Send Delighted NPS Survey
Send an NPS survey via Delighted to the contact in the journey.
Create Insightly Project
Creates a new project within Insightly.
Assign Insightly Owner
Assigns an owner or round robins ownership to a contact or lead.
Assign Insightly Task
Assigns a task on for a lead or contact.
Update Insightly Contact Field
Updates a field with a certain value associated against a contact in Insightly.

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, Help Scout and Insightly.