Delighted + Salesforce + Lob integration

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

Marketing Automation ideas to integrate Delighted, Salesforce and Lob.

Delighted NPS Response to Create Salesforce Opportunity to Mail Lob Postcard

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Delighted NPS Response to Assign Salesforce Lead to Mail Lob Postcard

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Delighted NPS Response to Set Salesforce Campaign Member Status to Mail Lob Postcard

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Delighted NPS Response to Add Salesforce Task to Mail Lob Postcard

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Delighted NPS Response to Check Salesforce Field to Mail Lob Postcard

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Delighted NPS Response to Check Salesforce Campaign Member Status to Mail Lob Postcard

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Delighted NPS Response to Assign Salesforce Lead to Group to Mail Lob Postcard

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Delighted NPS Response to Update Salesforce Field to Mail Lob Postcard

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Delighted NPS Response to Mail Lob Postcard to Create Salesforce Opportunity

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Delighted NPS Response to Mail Lob Postcard to Assign Salesforce Lead

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Delighted NPS Response to Mail Lob Postcard to Set Salesforce Campaign Member Status

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Delighted NPS Response to Mail Lob Postcard to Add Salesforce Task

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Delighted NPS Response to Mail Lob Postcard to Assign Salesforce Lead to Group

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Delighted NPS Response to Mail Lob Postcard to Update Salesforce Field

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Salesforce Campaign Trigger to Send Delighted NPS Survey to Mail Lob Postcard

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Salesforce Campaign Trigger to Check Delighted NPS Response to Mail Lob Postcard

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Salesforce Campaign Trigger to Mail Lob Postcard to Send Delighted NPS Survey

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Salesforce Field Changed to Send Delighted NPS Survey to Mail Lob Postcard

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Salesforce Field Changed to Check Delighted NPS Response to Mail Lob Postcard

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Salesforce Field Changed to Mail Lob Postcard to Send Delighted NPS Survey

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Delighted NPS Response to Mail Lob Postcard to Add Salesforce Task

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Delighted NPS Response to Check Salesforce Field to Send Delighted NPS Survey

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Delighted NPS Response to Mail Lob Postcard to Create Salesforce Opportunity

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Salesforce Field Changed to Create Salesforce Opportunity to Send Delighted NPS Survey

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Salesforce Campaign Trigger to Check Salesforce Campaign Member Status to Send Delighted NPS Survey

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Delighted NPS Response to Update Salesforce Field to Mail Lob Postcard

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Salesforce Campaign Trigger to Check Delighted NPS Response to Assign Salesforce Lead

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Delighted NPS Response to Send Delighted NPS Survey to Set Salesforce Campaign Member Status

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Delighted NPS Response to Assign Salesforce Lead to Mail Lob Postcard

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Delighted NPS Response to Check Salesforce Campaign Member Status to Mail Lob Postcard

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Salesforce Field Changed to Check Delighted NPS Response to Update Salesforce Field

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Salesforce Field Changed to Check Delighted NPS Response to Set Salesforce Campaign Member Status

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Delighted NPS Response to Check Salesforce Field to Mail Lob Postcard

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

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

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

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

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Delighted NPS Response to Assign Salesforce Lead to Group to Mail Lob Postcard

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Showing 40 journey ideas for Delighted, Salesforce and Lob

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 Lob integration

Add a personal touch to your marketing by sending beautiful postcards to leads or customers as easily as you would an email.

Create your own marketing automation journey

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

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.
Mail Lob Postcard
Send a contact a personalized, physical postcard.

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 Lob.