Delighted + Salesforce + LiveChat integration

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

Marketing Automation ideas to integrate Delighted, Salesforce and LiveChat.

LiveChat Tag to Send Delighted NPS Survey to Create Salesforce Opportunity

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LiveChat Tag to Send Delighted NPS Survey to Assign Salesforce Lead

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LiveChat Tag to Send Delighted NPS Survey to Set Salesforce Campaign Member Status

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LiveChat Tag to Send Delighted NPS Survey to Add Salesforce Task

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LiveChat Tag to Send Delighted NPS Survey to Assign Salesforce Lead to Group

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LiveChat Tag to Send Delighted NPS Survey to Update Salesforce Field

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LiveChat Tag to Check Delighted NPS Response to Create Salesforce Opportunity

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LiveChat Tag to Check Delighted NPS Response to Assign Salesforce Lead

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LiveChat Tag to Check Delighted NPS Response to Set Salesforce Campaign Member Status

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LiveChat Tag to Check Delighted NPS Response to Add Salesforce Task

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LiveChat Tag to Check Delighted NPS Response to Assign Salesforce Lead to Group

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LiveChat Tag to Check Delighted NPS Response to Update Salesforce Field

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LiveChat Tag to Create Salesforce Opportunity to Send Delighted NPS Survey

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LiveChat Tag to Assign Salesforce Lead to Send Delighted NPS Survey

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LiveChat Tag to Set Salesforce Campaign Member Status to Send Delighted NPS Survey

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LiveChat Tag to Add Salesforce Task to Send Delighted NPS Survey

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LiveChat Tag to Check Salesforce Field to Send Delighted NPS Survey

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LiveChat Tag to Check Salesforce Campaign Member Status to Send Delighted NPS Survey

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LiveChat Tag to Assign Salesforce Lead to Group to Send Delighted NPS Survey

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LiveChat Tag to Update Salesforce Field to Send Delighted NPS Survey

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Salesforce Campaign Trigger to Assign Salesforce Lead to Send Delighted NPS Survey

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LiveChat Tag to Create Salesforce Opportunity to Send Delighted NPS Survey

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Salesforce Campaign Trigger to Send Delighted NPS Survey to Update Salesforce Field

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Salesforce Campaign Trigger to Check Salesforce Field to Send Delighted NPS Survey

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Salesforce Field Changed to Add Salesforce Task to Send Delighted NPS Survey

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Delighted NPS Response to Send Delighted NPS Survey to Add Salesforce Task

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Salesforce Field Changed to Send Delighted NPS Survey to Assign Salesforce Lead

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Salesforce Campaign Trigger to Create Salesforce Opportunity to Send Delighted NPS Survey

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Salesforce Campaign Trigger to Send Delighted NPS Survey to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Check Delighted NPS Response to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Update Salesforce Field to Send Delighted NPS Survey

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LiveChat Tag to Send Delighted NPS Survey to Update Salesforce Field

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LiveChat Tag to Send Delighted NPS Survey to Assign Salesforce Lead to Group

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Salesforce Field Changed to Send Delighted NPS Survey to Add Salesforce Task

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Delighted NPS Response to Add Salesforce Task to Send Delighted NPS Survey

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LiveChat Tag to Check Delighted NPS Response to Update Salesforce Field

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Salesforce Campaign Trigger to Check Delighted NPS Response to Set Salesforce Campaign Member Status

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Delighted NPS Response to Assign Salesforce Lead to Group to Send Delighted NPS Survey

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LiveChat Tag to Check Delighted NPS Response to Assign Salesforce Lead to Group

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Salesforce Field Changed to Check Delighted NPS Response to Add Salesforce Task

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Showing 40 journey ideas for Delighted, Salesforce and LiveChat

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 LiveChat integration

Automate what happens after a chat to close more leads and delight your customers. You can also segment leads and contacts based on how they are tagged in LiveChat, and capture fields in your chat surveys to Autopilot.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Delighted integration, Salesforce integration and the LiveChat 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's value meets your criteria (e.g. contains a particular word).
LiveChat Tag
Add a contact to a journey when they are tagged in LiveChat.

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.

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 LiveChat.