Delighted + Insightly + NationBuilder integration

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

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Marketing Automation ideas to integrate Delighted, Insightly and NationBuilder.

NationBuilder Membership Status to Send Delighted NPS Survey to Create Insightly Project

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

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

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

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Check Insightly Contact Field to Send Delighted NPS Survey to Assign Insightly Owner

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Insightly Opportunity Status Change to Check Delighted NPS Response to Create Insightly Project

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Check Insightly Contact Field to Is a NationBuilder Donor? to Send Delighted NPS Survey

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Added to NationBuilder Nation List to Check Delighted NPS Response to Assign Insightly Owner

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

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New NationBuilder Person Tag to Send Delighted NPS Survey to Assign Insightly Task

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Delighted NPS Response to Is a NationBuilder Donor? to Assign Insightly Task

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Insightly Contact Field Change to Send Delighted NPS Survey to Assign Insightly Task

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

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NationBuilder Membership Status to Assign Insightly Task to Send Delighted NPS Survey

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New NationBuilder Person Tag to Check Delighted NPS Response to Assign Insightly Task

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Check Insightly Contact Field to Create Insightly Project to Send Delighted NPS Survey

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Added to NationBuilder Nation List to Check Delighted NPS Response to Assign Insightly Task

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Added to NationBuilder Nation List to Send Delighted NPS Survey to Create Insightly Project

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

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NationBuilder Membership Status to Check Delighted NPS Response to Assign Insightly Owner

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Showing 20 journey ideas for Delighted, Insightly and NationBuilder

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 NationBuilder integration

NationBuilder offers everyone the technology and community infrastructure to lead people to greatness.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Delighted integration, Insightly integration and the NationBuilder 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 NationBuilder Person Tag
Add a contact to a journey when a tag is applied.
Added to NationBuilder Nation List
Triggers when a contact is added to a list in NationBuilder.
New NationBuilder Donor
Add new donors to a journey.
NationBuilder Membership Status
Triggers when the membership status changes.

Conditions

Check Delighted NPS Response
Check the previous NPS response of the contact in the journey.
Is a NationBuilder Donor?
Check is the contact in the journey is an existing donor with a true or false outcome.

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.

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 NationBuilder.