Delighted + Lists + Close.io integration

Use Autopilot to create journeys that use the Delighted, Lists and Close.io integrations.

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Marketing Automation ideas to integrate Delighted, Lists and Close.io.

Delighted NPS Response to Update Close.io Field to Remove From List

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Removed From List to Assign Close.io Task to Send Delighted NPS Survey

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Removed From List to Send Delighted NPS Survey to Assign Close.io Task

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List Trigger to Check Lead Status to Send Delighted NPS Survey

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List Trigger to Check Close.io Opportunity Status to Send Delighted NPS Survey

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Delighted NPS Response to Assign Close.io Task to Remove From List

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List Trigger to Assign Close.io Task to Send Delighted NPS Survey

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Removed From List to Check Delighted NPS Response to Assign Close.io Lead

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List Trigger to Send Delighted NPS Survey to Create Close.io Opportunity

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Delighted NPS Response to Update Close.io Opportunity Stage to Remove From List

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Delighted NPS Response to Is on List or Segment to Create Close.io Opportunity

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List Trigger to Send Delighted NPS Survey to Update Close.io Opportunity Stage

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Delighted NPS Response to Is on List or Segment to Assign Close.io Lead

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Close.io Field Change to Check Delighted NPS Response to Remove From List

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Delighted NPS Response to Send Delighted NPS Survey to Remove From List

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New Close.io Event to Send Delighted NPS Survey to Remove From List

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Close.io Field Change to Check Lead Status to Send Delighted NPS Survey

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Removed From List to Add to List to Send Delighted NPS Survey

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Close.io Opportunity Status Change to Check Delighted NPS Response to Remove From List

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Removed From List to Send Delighted NPS Survey to Update Close.io Opportunity Stage

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Showing 20 journey ideas for Delighted, Lists and Close.io

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 Lists integration

Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.

About the Close.io integration

Close.io is the inside sales CRM of choice for startups and SMBs. Increase productivity with all your sales communication in one place.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Delighted integration, Lists integration and the Close.io integration.

Journey Triggers

Delighted NPS Response
Trigger a journey based on an NPS Response grouped by Promoter, Passive or Detractor.
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.
Close.io Opportunity Status Change
Triggers when an Opportunity Status changes.
New Close.io Event
Triggers when a new event is created.
Close.io Field Change
Add a contact to a journey when a particular Close.io field's value meets your criteria (e.g. contains a particular word).

Conditions

Check Delighted NPS Response
Check the previous NPS response of the contact in the journey.
Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.
Check Close.io Opportunity Status
Check if an opportunity is at a certain status.
Check Close.io Field
Check if a Close.io field is a specific value, or meets some other criteria (e.g. contains a particular word).

Journey Actions

Send Delighted NPS Survey
Send an NPS survey via Delighted to the contact in the journey.
Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.
Create Close.io Opportunity
Create a contextual Close.io opportunity.
Update Close.io Opportunity Stage
Updates the stage of an existing Opportunity.
Assign Close.io Lead
Assign a lead in Close.io and set their lead source and lead status.
Update Close.io Field
Update a Close.io field to a specific value.
Assign Close.io Task
Create a contextual Close.io task.

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, Lists and Close.io.