Delighted + Insightly + Freshdesk integration
Use Autopilot to create journeys that use the Delighted, Insightly and Freshdesk integrations.
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Marketing Automation ideas to integrate Delighted, Insightly and Freshdesk.
New Freshdesk Ticket to Assign Insightly Owner to Send Delighted NPS Survey
Check Insightly Contact Field to Update Insightly Contact Field to Send Delighted NPS Survey
Delighted NPS Response to Send Delighted NPS Survey to Assign Insightly Owner
Check Insightly Contact Field to Send Delighted NPS Survey to Update Insightly Contact Field
Insightly Contact Field Change to Check Delighted NPS Response to Assign Insightly Owner
Insightly Opportunity Status Change to Send Delighted NPS Survey to Assign Insightly Task
Check Insightly Contact Field to Freshdesk Update Ticket to Send Delighted NPS Survey
Freshdesk Ticket Updated to Check Delighted NPS Response to Update Insightly Contact Field
Add Insightly Opportunity to Check Delighted NPS Response to Update Insightly Contact Field
Freshdesk Contact Updated to Check Delighted NPS Response to Create Insightly Project
Add Insightly Opportunity to Assign Insightly Task to Send Delighted NPS Survey
Check Insightly Contact Field to Create Insightly Project to Send Delighted NPS Survey
Add Insightly Opportunity to Send Delighted NPS Survey to Assign Insightly Owner
Freshdesk Contact Updated to Assign Insightly Task to Send Delighted NPS Survey
Insightly Opportunity Status Change to Check Delighted NPS Response to Update Insightly Contact Field
Delighted NPS Response to Freshdesk Ticket Status to Update Insightly Contact Field
Delighted NPS Response to Update Insightly Contact Field to Freshdesk Update Ticket
Freshdesk Contact Updated to Create Insightly Project to Send Delighted NPS Survey
Create New Freshdesk Ticket to Send Delighted NPS Survey to Assign Insightly Owner
Freshdesk New Contact to Send Delighted NPS Survey to Assign Insightly Owner
Showing 20 journey ideas for Delighted, Insightly and Freshdesk
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 Freshdesk integration
Freshdesk is cloud-based customer support software. Freshdesk and Autopilot allow you to start journeys based on tickets matching certain criteria and follow up when people have had both positive and negative experiences. You can also add tickets automatically based on actions that happen in the customer journey.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Delighted integration, Insightly integration and the Freshdesk 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.
Freshdesk Ticket Updated
Triggers when a Freshdesk ticket is updated .
Freshdesk Contact Updated
Triggers when a Freshdesk contact is updated.
Freshdesk New Contact
When a new contact is added to Freshdesk the journey is triggered.
New Freshdesk Ticket
Triggers when a new Freshdesk ticket is submitted or created. Can be filtered to match certain criteria.
Create New Freshdesk Ticket
Creates a new Freshdesk Ticket.
Conditions
Check Delighted NPS Response
Check the previous NPS response of the contact in the journey.
Freshdesk Ticket Status
Checks the most recent ticket status with multiple outcomes.
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.
Freshdesk Update Ticket
Updates the latest ticket with new information or a status.
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 Freshdesk.
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