Delighted + Segment + Insightly integration

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

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Marketing Automation ideas to integrate Delighted, Segment and Insightly.

Check Insightly Contact Field to Send Segment Event to Send Delighted NPS Survey

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Insightly Opportunity Status Change to Send Delighted NPS Survey to Send Segment Event

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Delighted NPS Response to Assign Insightly Owner to Send Segment Event

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Segment Event to Send Segment Event to Send Delighted NPS Survey

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Delighted NPS Response to Send Segment Event to Create Insightly Project

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Insightly Contact Field Change to Send Delighted NPS Survey to Send Segment Event

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Segment Event to Send Delighted NPS Survey to Send Segment Event

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Segment Event to Send Delighted NPS Survey to Assign Insightly Owner

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Check Insightly Opportunity Stage to Send Segment Event to Send Delighted NPS Survey

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Segment Event to Send Delighted NPS Survey to Create Insightly Project

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Delighted NPS Response to Send Delighted NPS Survey to Send Segment Event

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Delighted NPS Response to Check Delighted NPS Response to Send Segment Event

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Segment Event to Update Insightly Contact Field to Send Delighted NPS Survey

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Delighted NPS Response to Update Insightly Contact Field to Send Segment Event

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Delighted NPS Response to Send Segment Event to Update Insightly Contact Field

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Segment Event to Assign Insightly Owner to Send Delighted NPS Survey

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Add Insightly Opportunity to Check Delighted NPS Response to Send Segment Event

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Segment Event to Check Delighted NPS Response to Send Segment Event

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Check Insightly Contact Field to Check Delighted NPS Response to Send Segment Event

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Insightly Opportunity Status Change to Check Delighted NPS Response to Send Segment Event

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Showing 20 journey ideas for Delighted, Segment 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 Segment integration

Personalize your marketing by triggering and personalizing your messages based on user events. Activate new users and drive higher engagement and retention.

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, Segment integration and the Insightly integration.

Journey Triggers

Delighted NPS Response
Trigger a journey based on an NPS Response grouped by Promoter, Passive or Detractor.
Segment Event
Add a contact to a journey when they perform a Segment event.
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.

Journey Actions

Send Delighted NPS Survey
Send an NPS survey via Delighted to the contact in the journey.
Send Segment Event
Send a contextual Segment Event.
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, Segment and Insightly.