Delighted + Insightly + Base CRM integration

Use Autopilot to create journeys that use the Delighted, Insightly and Base CRM integrations.

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Marketing Automation ideas to integrate Delighted, Insightly and Base CRM.

Add Insightly Opportunity to Check Base Contact Field to Send Delighted NPS Survey

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Add Insightly Opportunity to Update Base Contact Field to Send Delighted NPS Survey

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Add Insightly Opportunity to Check Delighted NPS Response to Update Insightly Contact Field

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Check Insightly Opportunity Stage to Update Base Contact Field to Send Delighted NPS Survey

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Insightly Opportunity Status Change to Create Insightly Project to Send Delighted NPS Survey

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Insightly Contact Field Change to Check Delighted NPS Response to Update Insightly Contact Field

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Check Insightly Contact Field to Check Base Contact Field to Send Delighted NPS Survey

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Insightly Opportunity Status Change to Send Delighted NPS Survey to Assign Insightly Owner

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Delighted NPS Response to Check Delighted NPS Response to Create Insightly Project

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Assign Base Task to Check Delighted NPS Response to Update Insightly Contact Field

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Base Deal Stage Change to Check Delighted NPS Response to Update Insightly Contact Field

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Insightly Opportunity Status Change to Assign Insightly Task to Send Delighted NPS Survey

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Check Insightly Contact Field to Check Delighted NPS Response to Update Base Contact Field

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Delighted NPS Response to Update Insightly Contact Field to Assign Base Contact Owner

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Insightly Contact Field Change to Send Delighted NPS Survey to Assign Base Contact Owner

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Add Insightly Opportunity to Create Insightly Project to Send Delighted NPS Survey

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Insightly Opportunity Status Change to Check Delighted NPS Response to Assign Base Contact Owner

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Delighted NPS Response to Update Base Contact Field to Create Insightly Project

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Check Insightly Opportunity Stage to Send Delighted NPS Survey to Assign Insightly Owner

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Check Insightly Opportunity Stage to Check Base Contact Field to Send Delighted NPS Survey

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Showing 20 journey ideas for Delighted, Insightly and Base CRM

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 Insightly integration

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

About the Base CRM integration

Base built the first scientific sales platform that empowers businesses to grow revenue in a way that’s measurable, repeatable and scalable. Unlike legacy cloud CRM and sales force automation systems, Base offers an all-in-one solution that increases rep adoption rates and data capture across devices. With the ability to analyze big data trends in real-time, Base’s Apollo provides sales leaders with the actionable, quantifiable insights they need to accelerate performance.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Delighted integration, Insightly integration and the Base CRM integration.

Journey Triggers

Delighted NPS Response
Trigger a journey based on an NPS Response grouped by Promoter, Passive or Detractor.
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.
Add a Base Deal
Add a new deal against the contact in the journey.
Base Deal Stage Change
Add a contact to a journey when the deal stage changes in Base CRM.
Base Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Assign Base Task
Assigns a task for a lead or contact.

Conditions

Check Delighted NPS Response
Check the previous NPS response of the contact in the journey.
Check Base Deal Stage
Check the deal stage with a true or false outcome.
Check Base Contact Field
Check for a specific value in a contact field.

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.
Assign Base Contact Owner
Assigns an owner or round robins ownership to a contact.
Update Base Contact Field
Updates a field with a certain value associated against a contact in Base CRM.

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, Insightly and Base CRM.