Delighted + Recurly + Close.io integration
Use Autopilot to create journeys that use the Delighted, Recurly and Close.io integrations.
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Marketing Automation ideas to integrate Delighted, Recurly and Close.io.
Recurly Subscription to Check Delighted NPS Response to Create Close.io Opportunity
Recurly Subscription to Check Delighted NPS Response to Assign Close.io Lead
Recurly Subscription to Send Delighted NPS Survey to Assign Close.io Task
Recurly Subscription to Check Delighted NPS Response to Update Close.io Field
Recurly Subscription to Check Close.io Field to Send Delighted NPS Survey
Recurly Subscription to Send Delighted NPS Survey to Assign Close.io Lead
Recurly Subscription to Assign Close.io Task to Send Delighted NPS Survey
Recurly Subscription to Send Delighted NPS Survey to Update Close.io Field
Recurly Subscription to Send Delighted NPS Survey to Update Close.io Opportunity Stage
Recurly Subscription to Send Delighted NPS Survey to Create Close.io Opportunity
Recurly Subscription to Update Close.io Opportunity Stage to Send Delighted NPS Survey
Recurly Subscription to Check Delighted NPS Response to Update Close.io Opportunity Stage
Recurly Subscription to Update Close.io Field to Send Delighted NPS Survey
Recurly Subscription to Check Close.io Opportunity Status to Send Delighted NPS Survey
Recurly Subscription to Check Delighted NPS Response to Assign Close.io Task
Recurly Subscription to Assign Close.io Lead to Send Delighted NPS Survey
Recurly Subscription to Create Close.io Opportunity to Send Delighted NPS Survey
Showing 17 journey ideas for Delighted, Recurly 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 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.
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, Recurly 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.
Recurly Subscription
Add a contact to a journey when their Recurly subscription status meets your criteria.
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.
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.
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, Recurly and Close.io.
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