Delighted + Pipedrive + Help Scout integration

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

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Marketing Automation ideas to integrate Delighted, Pipedrive and Help Scout.

Help Scout Satisfaction Rating to Send Delighted NPS Survey to Update Pipedrive Deal Field

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Person Field Match to Check Pipedrive Deal Stage to Send Delighted NPS Survey

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Pipedrive Deal Stage Match to Send Delighted NPS Survey to Update Pipedrive Person Field

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Pipedrive Deal Status Match to Check Delighted NPS Response to Schedule Pipedrive Activity

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Help Scout Create Conversation to Check Delighted NPS Response to Update Pipedrive Deal

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Help Scout Create Conversation to Send Delighted NPS Survey to Update Pipedrive Person Field

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Help Scout Tag to Check Delighted NPS Response to Add Pipedrive Note

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Delighted NPS Response to Assign Pipedrive Person Owner to Send Delighted NPS Survey

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Person Field Match to Send Delighted NPS Survey to Add Pipedrive Deal

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Person Field Match to Add Pipedrive Note to Send Delighted NPS Survey

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Help Scout Create Conversation to Check Pipedrive Deal Field to Send Delighted NPS Survey

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Help Scout Create Conversation to Send Delighted NPS Survey to Schedule Pipedrive Activity

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Help Scout Tag to Check Delighted NPS Response to Update Pipedrive Deal

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Person Field Match to Send Delighted NPS Survey to Schedule Pipedrive Activity

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Pipedrive Deal Status Match to Add Pipedrive Note to Send Delighted NPS Survey

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Help Scout Satisfaction Rating to Add Pipedrive Note to Send Delighted NPS Survey

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Help Scout Tag to Check Pipedrive Deal Field to Send Delighted NPS Survey

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Help Scout Tag to Update Pipedrive Deal Field to Send Delighted NPS Survey

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Delighted NPS Response to Send Delighted NPS Survey to Update Pipedrive Deal

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Help Scout Create Conversation to Schedule Pipedrive Activity to Send Delighted NPS Survey

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Showing 20 journey ideas for Delighted, Pipedrive and Help Scout

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 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.

About the Help Scout integration

Help Scout makes excellent customer service achievable for companies of all sizes. The Autopilot and Help Scout integration allows you to display customer information directly in Help Scout. Shapes allow you to create new tickets in journeys and trigger new journeys when conversations are tagged.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Delighted integration, Pipedrive integration and the Help Scout integration.

Journey Triggers

Delighted NPS Response
Trigger a journey based on an NPS Response grouped by Promoter, Passive or Detractor.
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.
Help Scout Tag
Trigger when a new tag is added to a Help Scout conversation.
Help Scout Satisfaction Rating
Triggers when a conversation has a satisfaction rating.
Help Scout Create Conversation
Creates a new Help Scout conversation.

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.
Check Pipedrive Deal Field
Check if a Pipedrive deal 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.
Update Pipedrive Person Field
Update a Pipedrive person field to a specific value.
Update Pipedrive Deal
Update the pipeline, stage and/or status of a deal.
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.
Add Pipedrive Note
Create a contextual Pipedrive note.
Update Pipedrive Deal Field
Update a Pipedrive deal field to a specific value.

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, Pipedrive and Help Scout.