Delighted + Salesforce + Insightly integration

Use Autopilot to create journeys that use the Delighted, Salesforce and Insightly integrations.

Upcoming

Marketing Automation ideas to integrate Delighted, Salesforce and Insightly.

Delighted NPS Response to Assign Insightly Owner to Assign Salesforce Lead to Group

Try this free

Check Insightly Opportunity Stage to Send Delighted NPS Survey to Assign Salesforce Lead

Try this free

Add Insightly Opportunity to Check Delighted NPS Response to Set Salesforce Campaign Member Status

Try this free

Delighted NPS Response to Assign Insightly Task to Assign Salesforce Lead to Group

Try this free

Insightly Contact Field Change to Check Delighted NPS Response to Assign Salesforce Lead to Group

Try this free

Salesforce Campaign Trigger to Assign Insightly Owner to Send Delighted NPS Survey

Try this free

Delighted NPS Response to Assign Salesforce Lead to Create Insightly Project

Try this free

Insightly Opportunity Status Change to Assign Salesforce Lead to Group to Send Delighted NPS Survey

Try this free

Insightly Opportunity Status Change to Send Delighted NPS Survey to Set Salesforce Campaign Member Status

Try this free

Salesforce Field Changed to Set Salesforce Campaign Member Status to Send Delighted NPS Survey

Try this free

Delighted NPS Response to Add Salesforce Task to Assign Insightly Owner

Try this free

Delighted NPS Response to Assign Salesforce Lead to Group to Assign Insightly Owner

Try this free

Delighted NPS Response to Create Salesforce Opportunity to Assign Insightly Owner

Try this free

Check Insightly Opportunity Stage to Send Delighted NPS Survey to Create Salesforce Opportunity

Try this free

Delighted NPS Response to Set Salesforce Campaign Member Status to Assign Insightly Task

Try this free

Salesforce Field Changed to Send Delighted NPS Survey to Create Insightly Project

Try this free

Salesforce Field Changed to Assign Insightly Task to Send Delighted NPS Survey

Try this free

Check Insightly Contact Field to Check Salesforce Campaign Member Status to Send Delighted NPS Survey

Try this free

Delighted NPS Response to Check Salesforce Campaign Member Status to Update Insightly Contact Field

Try this free

Delighted NPS Response to Set Salesforce Campaign Member Status to Assign Insightly Owner

Try this free

Showing 20 journey ideas for Delighted, Salesforce and Insightly

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 Salesforce integration

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.

About the Insightly integration

Grow your business faster than ever before by building stronger customer relationships over time, and exceeding expectations every step of the way.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Delighted integration, Salesforce integration and the Insightly integration.

Journey Triggers

Delighted NPS Response
Trigger a journey based on an NPS Response grouped by Promoter, Passive or Detractor.
Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field meets your criteria (e.g. contains a particular word).
Insightly Opportunity Status Change
Add a contact to a journey when the opportunity stage changes in Insightly.
Insightly Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Check Insightly Contact Field
Check for a specific value in a contact field.
Add Insightly Opportunity
Add a new opportunity against the contact in the journey.
Check Insightly Opportunity Stage
Check the opportunity stage with a true or false outcome.

Conditions

Check Delighted NPS Response
Check the previous NPS response of the contact in the journey.
Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.

Journey Actions

Send Delighted NPS Survey
Send an NPS survey via Delighted to the contact in the journey.
Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce field to a specific value.
Create Insightly Project
Creates a new project within Insightly.
Assign Insightly Owner
Assigns an owner or round robins ownership to a contact or lead.
Assign Insightly Task
Assigns a task on for a lead or contact.
Update Insightly Contact Field
Updates a field with a certain value associated against a contact in Insightly.

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, Salesforce and Insightly.