Delighted + Insightly + Facebook integration

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

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Marketing Automation ideas to integrate Delighted, Insightly and Facebook.

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

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Delighted NPS Response to Create Insightly Project to Remove From Facebook Custom Audience

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

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Add Insightly Opportunity to Check Delighted NPS Response to Remove From Facebook Custom Audience

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Delighted NPS Response to Check Delighted NPS Response to Assign Insightly Owner

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Delighted NPS Response to Assign Insightly Owner to Add to Facebook Custom Audience

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Insightly Opportunity Status Change to Has Submitted Facebook Lead Ad to Send Delighted NPS Survey

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Delighted NPS Response to Add to Facebook Custom Audience to Update Insightly Contact Field

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Facebook Lead Ad Submitted to Assign Insightly Task to Send Delighted NPS Survey

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Check Insightly Opportunity Stage to Has Submitted Facebook Lead Ad to Send Delighted NPS Survey

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

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

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Add Insightly Opportunity to Send Delighted NPS Survey to Remove From Facebook Custom Audience

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Check Insightly Opportunity Stage to Check Delighted NPS Response to Assign Insightly Task

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Add Insightly Opportunity to Assign Insightly Owner to Send Delighted NPS Survey

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

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Insightly Opportunity Status Change to Check Delighted NPS Response to Remove From Facebook Custom Audience

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Insightly Contact Field Change to Check Delighted NPS Response to Create Insightly Project

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Insightly Opportunity Status Change to Check Delighted NPS Response 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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Showing 20 journey ideas for Delighted, Insightly and Facebook

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 Facebook integration

Facebook is an online social networking service that allows its users to connect with friends and family as well as make new connections. It provides its users with the ability to create a profile, update information, add images, send friend requests, and accept requests from other users. Its features include status update, photo tagging and sharing, and more.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Delighted integration, Insightly integration and the Facebook 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.
Facebook Lead Ad Submitted
Add a contact to a journey when they submit a Facebook Lead Ad.

Conditions

Check Delighted NPS Response
Check the previous NPS response of the contact in the journey.
Has Submitted Facebook Lead Ad
Check if a contact has previously submitted a specific Facebook Lead Ad.

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.
Remove From Facebook Custom Audience
Remove a contact from a Facebook Custom Audience.
Add to Facebook Custom Audience
Add a contact to a Facebook Custom Audience.

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 Facebook.