Delighted + Smart Segments + Insightly integration

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

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Marketing Automation ideas to integrate Delighted, Smart Segments and Insightly.

Smart Segment Trigger to Check Delighted NPS Response to Assign Insightly Task

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Smart Segment Trigger to Create Insightly Project to Send Delighted NPS Survey

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Smart Segment Trigger to Check Delighted NPS Response to Create Insightly Project

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Smart Segment Trigger to Update Insightly Contact Field to Send Delighted NPS Survey

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Smart Segment Trigger to Assign Insightly Task to Send Delighted NPS Survey

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Smart Segment Trigger to Assign Insightly Owner to Send Delighted NPS Survey

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Smart Segment Trigger to Send Delighted NPS Survey to Assign Insightly Task

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Smart Segment Trigger to Send Delighted NPS Survey to Assign Insightly Owner

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Smart Segment Trigger to Send Delighted NPS Survey to Create Insightly Project

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Smart Segment Trigger to Check Delighted NPS Response to Assign Insightly Owner

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Smart Segment Trigger to Send Delighted NPS Survey to Update Insightly Contact Field

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Smart Segment Trigger to Check Delighted NPS Response to Update Insightly Contact Field

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Showing 12 journey ideas for Delighted, Smart Segments 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 Smart Segments integration

Targeting the right people with the right message has never been this easy. Easily segment and engage your leads and customers based on any combination of field values, behaviors, list memberships and much more. Add them to journeys automatically when they meet your criteria.

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, Smart Segments integration and the Insightly integration.

Journey Triggers

Delighted NPS Response
Trigger a journey based on an NPS Response grouped by Promoter, Passive or Detractor.
Smart Segment Trigger
Add contacts on a smart segment to a journey.
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.
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, Smart Segments and Insightly.