Delighted + Lob + Base CRM integration

Use Autopilot to create journeys that use the Delighted, Lob and Base CRM integrations.

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Marketing Automation ideas to integrate Delighted, Lob and Base CRM.

Add a Base Deal to Mail Lob Postcard to Send Delighted NPS Survey

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Assign Base Task to Check Delighted NPS Response to Mail Lob Postcard

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Delighted NPS Response to Send Delighted NPS Survey to Mail Lob Postcard

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Delighted NPS Response to Mail Lob Postcard to Update Base Contact Field

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Add a Base Deal to Check Delighted NPS Response to Mail Lob Postcard

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Check Base Contact Field to Mail Lob Postcard to Send Delighted NPS Survey

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Check Base Contact Field to Check Delighted NPS Response to Mail Lob Postcard

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Base Deal Stage Change to Mail Lob Postcard to Send Delighted NPS Survey

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Base Deal Stage Change to Check Delighted NPS Response to Mail Lob Postcard

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Assign Base Task to Send Delighted NPS Survey to Mail Lob Postcard

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Check Base Deal Stage to Send Delighted NPS Survey to Mail Lob Postcard

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Delighted NPS Response to Update Base Contact Field to Mail Lob Postcard

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Add a Base Deal to Send Delighted NPS Survey to Mail Lob Postcard

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Delighted NPS Response to Mail Lob Postcard to Send Delighted NPS Survey

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Delighted NPS Response to Assign Base Contact Owner to Mail Lob Postcard

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Base Deal Stage Change to Send Delighted NPS Survey to Mail Lob Postcard

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Check Base Deal Stage to Check Delighted NPS Response to Mail Lob Postcard

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Delighted NPS Response to Check Delighted NPS Response to Mail Lob Postcard

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Assign Base Task to Mail Lob Postcard to Send Delighted NPS Survey

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Base Contact Field Change to Check Delighted NPS Response to Mail Lob Postcard

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Showing 20 journey ideas for Delighted, Lob and Base CRM

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 Lob integration

Add a personal touch to your marketing by sending beautiful postcards to leads or customers as easily as you would an email.

About the Base CRM integration

Base built the first scientific sales platform that empowers businesses to grow revenue in a way that’s measurable, repeatable and scalable. Unlike legacy cloud CRM and sales force automation systems, Base offers an all-in-one solution that increases rep adoption rates and data capture across devices. With the ability to analyze big data trends in real-time, Base’s Apollo provides sales leaders with the actionable, quantifiable insights they need to accelerate performance.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Delighted integration, Lob integration and the Base CRM integration.

Journey Triggers

Delighted NPS Response
Trigger a journey based on an NPS Response grouped by Promoter, Passive or Detractor.
Check Base Contact Field
Check for a specific value in a contact field.
Add a Base Deal
Add a new deal against the contact in the journey.
Check Base Deal Stage
Check the deal stage with a true or false outcome.
Base Deal Stage Change
Add a contact to a journey when the deal stage changes in Base CRM.
Base Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Assign Base Task
Assigns a task for a lead or contact.

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.
Mail Lob Postcard
Send a contact a personalized, physical postcard.
Assign Base Contact Owner
Assigns an owner or round robins ownership to a contact.
Update Base Contact Field
Updates a field with a certain value associated against a contact in Base CRM.

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, Lob and Base CRM.