Delighted + Help Scout + Salesforce integration

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

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

Help Scout Satisfaction Rating to Send Delighted NPS Survey to Assign Salesforce Lead to Group

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Help Scout Create Conversation to Check Salesforce Field to Send Delighted NPS Survey

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Help Scout Tag to Check Delighted NPS Response to Add Salesforce Task

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Help Scout Tag to Send Delighted NPS Survey to Assign Salesforce Lead to Group

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Help Scout Satisfaction Rating to Send Delighted NPS Survey to Assign Salesforce Lead

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Help Scout Satisfaction Rating to Check Delighted NPS Response to Set Salesforce Campaign Member Status

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Help Scout Satisfaction Rating to Create Salesforce Opportunity to Send Delighted NPS Survey

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Help Scout Satisfaction Rating to Assign Salesforce Lead to Send Delighted NPS Survey

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Help Scout Create Conversation to Send Delighted NPS Survey to Assign Salesforce Lead

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Help Scout Tag to Create Salesforce Opportunity to Send Delighted NPS Survey

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Help Scout Create Conversation to Check Delighted NPS Response to Add Salesforce Task

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Help Scout Satisfaction Rating to Check Delighted NPS Response to Update Salesforce Field

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Help Scout Create Conversation to Send Delighted NPS Survey to Add Salesforce Task

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Help Scout Satisfaction Rating to Update Salesforce Field to Send Delighted NPS Survey

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Help Scout Satisfaction Rating to Set Salesforce Campaign Member Status to Send Delighted NPS Survey

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Help Scout Tag to Check Delighted NPS Response to Set Salesforce Campaign Member Status

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Help Scout Tag to Update Salesforce Field to Send Delighted NPS Survey

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Help Scout Satisfaction Rating to Send Delighted NPS Survey to Create Salesforce Opportunity

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Help Scout Create Conversation to Assign Salesforce Lead to Send Delighted NPS Survey

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Help Scout Create Conversation to Check Delighted NPS Response to Create Salesforce Opportunity

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Showing 20 journey ideas for Delighted, Help Scout and Salesforce

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 Salesforce integration

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Delighted integration, Help Scout integration and the Salesforce 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.
Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field 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 Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.

Journey Actions

Send Delighted NPS Survey
Send an NPS survey via Delighted to the contact in the journey.
Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce field to a specific value.

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 Salesforce.