Delighted + Insightly + Pipedrive integration

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

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Marketing Automation ideas to integrate Delighted, Insightly and Pipedrive.

Delighted NPS Response to Check Pipedrive Deal Stage to Assign Insightly Owner

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

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Insightly Contact Field Change to Check Delighted NPS Response to Schedule Pipedrive Activity

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Check Insightly Opportunity Stage to Update Pipedrive Deal Stage to Send Delighted NPS Survey

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Delighted NPS Response to Assign Pipedrive Person Owner to Assign Insightly Task

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Person Field Match to Assign Insightly Owner to Send Delighted NPS Survey

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Insightly Contact Field Change to Send Delighted NPS Survey to Update Pipedrive Person Field

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Check Insightly Opportunity Stage to Check Delighted NPS Response to Add Pipedrive Deal

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Delighted NPS Response to Create Insightly Project to Update Pipedrive Deal Stage

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Check Insightly Opportunity Stage to Schedule Pipedrive Activity to Send Delighted NPS Survey

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

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Check Insightly Contact Field to Check Delighted NPS Response to Schedule Pipedrive Activity

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

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Insightly Contact Field Change to Check Delighted NPS Response to Assign Insightly Task

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Check Insightly Opportunity Stage to Send Delighted NPS Survey to Assign Insightly Owner

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Add Insightly Opportunity to Check Delighted NPS Response to Update Pipedrive Person Field

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Delighted NPS Response to Update Insightly Contact Field to Assign Pipedrive Person Owner

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Person Field Match to Create Insightly Project to Send Delighted NPS Survey

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

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Check Insightly Opportunity Stage to Send Delighted NPS Survey to Assign Insightly Task

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Showing 20 journey ideas for Delighted, Insightly and Pipedrive

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 Pipedrive integration

Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes. They realized that the CRM landscape was populated by software designed to please the top brass while ignoring the needs of the people doing the actual selling. The Pipedrive integration adds email marketing, lead nurturing and marketing automation capabilities to Pipedrive. It's an email marketing integration for Pipedrive that helps you nurture leads over the course of a long sales cycle.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Delighted integration, Insightly integration and the Pipedrive 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.
Person Field Match
Add a contact to a journey when a particular Pipedrive person field meets your criteria (e.g. contains a particular word).
Pipedrive Deal Status Match
Add a contact associated with a deal to a journey when the deal status matches your criteria.
Pipedrive 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 Pipedrive Person Field
Check if a Pipedrive person field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Pipedrive 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.
Update Pipedrive Person Field
Update a Pipedrive person field to a specific value.
Update Pipedrive Deal Stage
Update the stage of the latest deal associated with a contact.
Assign Pipedrive Person Owner
Assign a person in Pipedrive. Supports round robin assignment.
Schedule Pipedrive Activity
Create a contextual Pipedrive activity.
Add Pipedrive Deal
Create a contextual Pipedrive deal.

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 Pipedrive.