Delighted + Insightly + Zendesk integration

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

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Marketing Automation ideas to integrate Delighted, Insightly and Zendesk.

Delighted NPS Response to Update Insightly Contact Field to Submit New Zendesk Ticket

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

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Delighted NPS Response to Submit New Zendesk Ticket to Assign Insightly Owner

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Insightly Opportunity Status Change to Assign Insightly Owner to Send Delighted NPS Survey

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

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Add Insightly Opportunity to Submit New Zendesk Ticket to Send Delighted NPS Survey

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

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

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Insightly Opportunity Status Change to Zendesk Ticket Status to Send Delighted NPS Survey

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

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

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Submits New Zendesk Ticket to Check Delighted NPS Response to Assign Insightly Owner

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Delighted NPS Response to Check Delighted NPS Response to Create Insightly Project

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Submits New Zendesk Ticket to Send Delighted NPS Survey to Assign Insightly Task

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Insightly Contact Field Change to Send Delighted NPS Survey to Submit New Zendesk Ticket

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Check Insightly Opportunity Stage to Assign Insightly Task 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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Check Insightly Contact Field to Assign Insightly Owner to Send Delighted NPS Survey

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Submits New Zendesk Ticket to Assign Insightly Owner to Send Delighted NPS Survey

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

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Showing 20 journey ideas for Delighted, Insightly and Zendesk

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 Zendesk integration

Zendesk is a service platform that builds software to empower organization and customer relationships. Zendesk’s family of products helps organizations understand their customers, improve communication, and offer support where and when it’s needed most.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Delighted integration, Insightly integration and the Zendesk 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.
Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.

Conditions

Check Delighted NPS Response
Check the previous NPS response of the contact in the journey.
Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact 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.
Submit New Zendesk Ticket
Submits a new Zendesk ticket for 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 Zendesk.