Delighted + Pipedrive + Recurly integration

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

Marketing Automation ideas to integrate Delighted, Pipedrive and Recurly.

Recurly Subscription to Send Delighted NPS Survey to Update Pipedrive Person Field

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Recurly Subscription to Send Delighted NPS Survey to Update Pipedrive Deal Stage

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Recurly Subscription to Send Delighted NPS Survey to Assign Pipedrive Person Owner

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Recurly Subscription to Send Delighted NPS Survey to Schedule Pipedrive Activity

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Recurly Subscription to Send Delighted NPS Survey to Add Pipedrive Deal

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Recurly Subscription to Check Delighted NPS Response to Update Pipedrive Person Field

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Recurly Subscription to Check Delighted NPS Response to Update Pipedrive Deal Stage

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Recurly Subscription to Check Delighted NPS Response to Assign Pipedrive Person Owner

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Recurly Subscription to Check Delighted NPS Response to Schedule Pipedrive Activity

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Recurly Subscription to Check Delighted NPS Response to Add Pipedrive Deal

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Recurly Subscription to Update Pipedrive Person Field to Send Delighted NPS Survey

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Recurly Subscription to Update Pipedrive Deal Stage to Send Delighted NPS Survey

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Recurly Subscription to Check Pipedrive Person Field to Send Delighted NPS Survey

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Recurly Subscription to Check Pipedrive Deal Stage to Send Delighted NPS Survey

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Recurly Subscription to Assign Pipedrive Person Owner to Send Delighted NPS Survey

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Recurly Subscription to Schedule Pipedrive Activity to Send Delighted NPS Survey

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Recurly Subscription to Add Pipedrive Deal to Send Delighted NPS Survey

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

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Pipedrive Deal Stage Match to Check Delighted NPS Response to Add Pipedrive Deal

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

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

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Pipedrive Deal Status Match to Check Delighted NPS Response to Update Pipedrive Person Field

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Pipedrive Deal Stage Match to Schedule Pipedrive Activity to Send Delighted NPS Survey

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Pipedrive Deal Stage Match to Send Delighted NPS Survey to Assign Pipedrive Person Owner

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

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Person Field Match to Send Delighted NPS Survey to Assign Pipedrive Person Owner

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Pipedrive Deal Status Match to Send Delighted NPS Survey to Schedule Pipedrive Activity

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Recurly Subscription to Check Delighted NPS Response to Schedule Pipedrive Activity

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Recurly Subscription to Add Pipedrive Deal to Send Delighted NPS Survey

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Delighted NPS Response to Schedule Pipedrive Activity to Send Delighted NPS Survey

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Pipedrive Deal Stage Match to Assign Pipedrive Person Owner to Send Delighted NPS Survey

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Person Field Match to Check Delighted NPS Response to Update Pipedrive Person Field

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Pipedrive Deal Status Match to Update Pipedrive Deal Stage to Send Delighted NPS Survey

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Recurly Subscription to Check Delighted NPS Response to Update Pipedrive Person Field

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Recurly Subscription to Send Delighted NPS Survey to Add Pipedrive Deal

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

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Pipedrive Deal Status Match to Schedule Pipedrive Activity to Send Delighted NPS Survey

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Showing 37 journey ideas for Delighted, Pipedrive and Recurly

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 Recurly integration

From start-ups to global enterprises, today's fastest-growing businesses are harnessing the power of the subscription model to deliver predictable revenue, reveal critical customer insights, and automate revenue-optimizing decisions. These businesses demand a sophisticated, secure subscription management platform with the flexibility to support constantly evolving billing models with consistently superior customer experiences. Recurly meets that challenge with an enterprise-class subscription management platform that cuts through the complexity of subscription management to optimize and automate revenue growth.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Delighted integration, Pipedrive integration and the Recurly 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.
Recurly Subscription
Add a contact to a journey when their Recurly subscription status meets your criteria.

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.

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 Stage
Update the stage of the latest deal associated with a contact.
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.

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 Recurly.