Delighted + Insightly + Lead Scoring integration
Use Autopilot to create journeys that use the Delighted, Insightly and Lead Scoring integrations.
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Marketing Automation ideas to integrate Delighted, Insightly and Lead Scoring.
Insightly Opportunity Status Change to Check Delighted NPS Response to Assign Insightly Owner
Delighted NPS Response to Check Delighted NPS Response to Assign Insightly Owner
Insightly Contact Field Change to Send Delighted NPS Survey to Change Score
Check Insightly Opportunity Stage to Assign Insightly Owner to Send Delighted NPS Survey
Add Insightly Opportunity to Assign Insightly Task to Send Delighted NPS Survey
Add Insightly Opportunity to Send Delighted NPS Survey to Update Insightly Contact Field
Add Insightly Opportunity to Check Delighted NPS Response to Create Insightly Project
Check Insightly Contact Field to Update Insightly Contact Field to Send Delighted NPS Survey
Delighted NPS Response to Send Delighted NPS Survey to Create Insightly Project
Check Insightly Contact Field to Check Delighted NPS Response to Assign Insightly Task
Insightly Contact Field Change to Send Delighted NPS Survey to Update Insightly Contact Field
Insightly Opportunity Status Change to Update Insightly Contact Field to Send Delighted NPS Survey
Add Insightly Opportunity to Send Delighted NPS Survey to Create Insightly Project
Delighted NPS Response to Send Delighted NPS Survey to Assign Insightly Owner
Check Insightly Contact Field to Check Delighted NPS Response to Create Insightly Project
Insightly Contact Field Change to Check Delighted NPS Response to Assign Insightly Owner
Add Insightly Opportunity to Assign Insightly Owner to Send Delighted NPS Survey
Add Insightly Opportunity to Send Delighted NPS Survey to Change Score
Insightly Opportunity Status Change to Check Delighted NPS Response to Create Insightly Project
Check Insightly Opportunity Stage to Change Score to Send Delighted NPS Survey
Showing 20 journey ideas for Delighted, Insightly and Lead Scoring
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 Lead Scoring integration
Autopilot makes it easier than ever to score your leads. It's all visual and easy to setup, so everyone on your team can get involved. On top of this, you can use the Change Score action to increase or decrease any number field. This means you can go beyond lead scoring and score other things that matter to your team such as product usage, email interactions (e.g. number of opens) and more.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Delighted integration, Insightly integration and the Lead Scoring 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.
Conditions
Check Delighted NPS Response
Check the previous NPS response of the contact in the journey.
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.
Change Score
Increases or decrease a number field by a specific amount.
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 Lead Scoring.
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