Delighted + Insightly + Hubspot CRM integration

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

Upcoming

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

Delighted NPS Response to Update HubSpot CRM Deal Stage to Assign Insightly Task

Try this free

Delighted NPS Response to Check HubSpot CRM Deal Stage to Update Insightly Contact Field

Try this free

HubSpot CRM Contact Field Match to Assign Insightly Owner to Send Delighted NPS Survey

Try this free

Delighted NPS Response to Check HubSpot CRM Deal Stage to Create Insightly Project

Try this free

Add Insightly Opportunity to Send Delighted NPS Survey to Update HubSpot CRM Deal Stage

Try this free

Insightly Opportunity Status Change to Check Delighted NPS Response to Add HubSpot CRM Deal

Try this free

HubSpot CRM Contact Field Match to Check Delighted NPS Response to Update Insightly Contact Field

Try this free

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

Try this free

Add Insightly Opportunity to Check Delighted NPS Response to Add HubSpot CRM Deal

Try this free

Add Insightly Opportunity to Send Delighted NPS Survey to Add HubSpot CRM Deal

Try this free

Check Insightly Contact Field to Check HubSpot CRM Deal Stage to Send Delighted NPS Survey

Try this free

Insightly Opportunity Status Change to Send Delighted NPS Survey to Add HubSpot CRM Deal

Try this free

Insightly Opportunity Status Change to Update HubSpot CRM Deal Stage to Send Delighted NPS Survey

Try this free

New HubSpot CRM Contact to Check Delighted NPS Response to Assign Insightly Task

Try this free

Delighted NPS Response to Update HubSpot CRM Deal Stage to Create Insightly Project

Try this free

Check Insightly Opportunity Stage to Create Insightly Project to Send Delighted NPS Survey

Try this free

Insightly Opportunity Status Change to Add HubSpot CRM Deal to Send Delighted NPS Survey

Try this free

Delighted NPS Response to Create Insightly Project to Send Delighted NPS Survey

Try this free

Delighted NPS Response to Assign Insightly Task to Send Delighted NPS Survey

Try this free

New HubSpot CRM Contact to Update Insightly Contact Field to Send Delighted NPS Survey

Try this free

Showing 20 journey ideas for Delighted, Insightly and Hubspot 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 Hubspot CRM integration

Make sure the time and effort you spend acquiring leads pays off. Automatically send leads that you generate with Autopilot to HubSpot CRM and create personalized deals. Assign deals to your sales team using round robin lead assignment, and update HubSpot CRM fields or deals based on events that occur in Autopilot or one of your connected apps. Visually create seamless marketing and sales journeys across HubSpot CRM and your other favorite apps. Trigger journeys in Autopilot when a deal stage is changed in HubSpot CRM, or a particular field is updated, so you can ensure timely action and personalized communication occurs — to help you close more deals.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Delighted integration, Insightly integration and the Hubspot 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.
New HubSpot CRM Contact
Add any new HubSpot CRM contact to a journey.
HubSpot CRM Contact Field Match
Add a contact to a journey when a particular HubSpot CRM field meets your criteria (e.g. contains a particular word).
HubSpot CRM Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.

Conditions

Check Delighted NPS Response
Check the previous NPS response of the contact in the journey.
Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.

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.
Add HubSpot CRM Deal
Create a contextual HubSpot CRM deal.
Update HubSpot CRM Deal Stage
Update the stage of the latest deal associated with a contact.
Update HubSpot Contact Field
Update a HubSpot contact 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, Insightly and Hubspot CRM.