Delighted + Insightly + SurveyMonkey integration

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

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Marketing Automation ideas to integrate Delighted, Insightly and SurveyMonkey.

Delighted NPS Response to Assign Insightly Owner to Send SurveyMonkey Survey

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Insightly Contact Field Change to Check Delighted NPS Response to Send SurveyMonkey Survey

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Insightly Contact Field Change to Check Delighted NPS Response to Update Insightly Contact Field

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SurveyMonkey Survey Response to Check Delighted NPS Response to Assign Insightly Task

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

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SurveyMonkey Survey Response to Check Delighted NPS Response to Update Insightly Contact Field

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

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Check Insightly Contact Field to Check Delighted NPS Response to Update Insightly Contact Field

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

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

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

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

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Check Insightly Contact Field to Check Delighted NPS Response to Send SurveyMonkey Survey

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

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

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Check Insightly Opportunity Stage to Send Delighted NPS Survey to Send SurveyMonkey Survey

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

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

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SurveyMonkey Survey Response to Send Delighted NPS Survey to Update Insightly Contact Field

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SurveyMonkey Survey Response to Check Delighted NPS Response to Assign Insightly Owner

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Showing 20 journey ideas for Delighted, Insightly and SurveyMonkey

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 SurveyMonkey integration

SurveyMonkey is the world's leading online survey platform, with more than 3 million survey responses every day. SurveyMonkey has revolutionized the way people give and take feedback, making it accessible, easy and affordable for everyone. The company was founded in 1999 with a focus on helping people make better decisions, and has built technology based on over 10 years of experience in survey methodology and web development. Customers include 99% of the Fortune 500, academic institutions, organizations and neighborhood soccer leagues everywhere.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Delighted integration, Insightly integration and the SurveyMonkey 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.
SurveyMonkey Survey Response
Triggers a contact into a journey when they respond to a SurveyMonkey survey.

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.
Send SurveyMonkey Survey
Send a SurveyMonkey survey to the contact in the journey.

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 SurveyMonkey.