Delighted + Salesforce + Recurly integration

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

Marketing Automation ideas to integrate Delighted, Salesforce and Recurly.

Recurly Subscription to Send Delighted NPS Survey to Create Salesforce Opportunity

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Recurly Subscription to Send Delighted NPS Survey to Assign Salesforce Lead

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Recurly Subscription to Send Delighted NPS Survey to Set Salesforce Campaign Member Status

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Recurly Subscription to Send Delighted NPS Survey to Add Salesforce Task

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Recurly Subscription to Send Delighted NPS Survey to Assign Salesforce Lead to Group

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Recurly Subscription to Send Delighted NPS Survey to Update Salesforce Field

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Recurly Subscription to Check Delighted NPS Response to Create Salesforce Opportunity

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Recurly Subscription to Check Delighted NPS Response to Assign Salesforce Lead

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Recurly Subscription to Check Delighted NPS Response to Set Salesforce Campaign Member Status

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Recurly Subscription to Check Delighted NPS Response to Add Salesforce Task

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Recurly Subscription to Check Delighted NPS Response to Assign Salesforce Lead to Group

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Recurly Subscription to Check Delighted NPS Response to Update Salesforce Field

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Recurly Subscription to Create Salesforce Opportunity to Send Delighted NPS Survey

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Recurly Subscription to Assign Salesforce Lead to Send Delighted NPS Survey

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Recurly Subscription to Set Salesforce Campaign Member Status to Send Delighted NPS Survey

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Recurly Subscription to Add Salesforce Task to Send Delighted NPS Survey

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Recurly Subscription to Check Salesforce Field to Send Delighted NPS Survey

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Recurly Subscription to Check Salesforce Campaign Member Status to Send Delighted NPS Survey

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Recurly Subscription to Assign Salesforce Lead to Group to Send Delighted NPS Survey

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Recurly Subscription to Update Salesforce Field to Send Delighted NPS Survey

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Recurly Subscription to Send Delighted NPS Survey to Create Salesforce Opportunity

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

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Salesforce Field Changed to Send Delighted NPS Survey to Update Salesforce Field

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

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

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

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

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

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

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

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Recurly Subscription to Send Delighted NPS Survey to Set Salesforce Campaign Member Status

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

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Salesforce Campaign Trigger to Add Salesforce Task to Send Delighted NPS Survey

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Salesforce Field Changed to Check Delighted NPS Response to Assign Salesforce Lead to Group

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Recurly Subscription to Set Salesforce Campaign Member Status to Send Delighted NPS Survey

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Recurly Subscription to Check Delighted NPS Response to Add Salesforce Task

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Delighted NPS Response to Send Delighted NPS Survey to Create Salesforce Opportunity

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Salesforce Field Changed to Update Salesforce Field to Send Delighted NPS Survey

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

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

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Showing 40 journey ideas for Delighted, Salesforce 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 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 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, Salesforce integration and the Recurly 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).
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 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 Recurly.