Delighted + Trello + Base CRM integration
Use Autopilot to create journeys that use the Delighted, Trello and Base CRM integrations.
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Marketing Automation ideas to integrate Delighted, Trello and Base CRM.
Delighted NPS Response to Check Base Deal Stage to Add Trello Card
Base Contact Field Change to Check Delighted NPS Response to Add Trello Card
Delighted NPS Response to Assign Base Contact Owner to Add Trello Card
Delighted NPS Response to Add Trello Card to Send Delighted NPS Survey
Delighted NPS Response to Update Base Contact Field to Add Trello Card
Delighted NPS Response to Send Delighted NPS Survey to Add Trello Card
Delighted NPS Response to Add Trello Card to Assign Base Contact Owner
Delighted NPS Response to Check Base Contact Field to Add Trello Card
Delighted NPS Response to Check Delighted NPS Response to Add Trello Card
Base Contact Field Change to Send Delighted NPS Survey to Add Trello Card
Base Deal Stage Change to Send Delighted NPS Survey to Add Trello Card
Base Contact Field Change to Add Trello Card to Send Delighted NPS Survey
Add a Base Deal to Add Trello Card to Send Delighted NPS Survey
Delighted NPS Response to Add Trello Card to Update Base Contact Field
Add a Base Deal to Check Delighted NPS Response to Add Trello Card
Add a Base Deal to Send Delighted NPS Survey to Add Trello Card
Assign Base Task to Send Delighted NPS Survey to Add Trello Card
Base Deal Stage Change to Add Trello Card to Send Delighted NPS Survey
Assign Base Task to Check Delighted NPS Response to Add Trello Card
Assign Base Task to Add Trello Card to Send Delighted NPS Survey
Showing 20 journey ideas for Delighted, Trello and Base CRM
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 Trello integration
Trello is the easy, free, flexible, and visual way to manage your projects and organize anything, trusted by millions of people from all over the world. With Trello for Autopilot you can manage internal workflow for sales, marketing, customer success and support. For example, every time you win a new customer add them to the New Customer board so they can be followed up by your customer success team.
About the Base CRM integration
Base built the first scientific sales platform that empowers businesses to grow revenue in a way that’s measurable, repeatable and scalable. Unlike legacy cloud CRM and sales force automation systems, Base offers an all-in-one solution that increases rep adoption rates and data capture across devices. With the ability to analyze big data trends in real-time, Base’s Apollo provides sales leaders with the actionable, quantifiable insights they need to accelerate performance.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Delighted integration, Trello integration and the Base CRM integration.
Journey Triggers
Delighted NPS Response
Trigger a journey based on an NPS Response grouped by Promoter, Passive or Detractor.
Add a Base Deal
Add a new deal against the contact in the journey.
Base Deal Stage Change
Add a contact to a journey when the deal stage changes in Base CRM.
Base Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Assign Base Task
Assigns a task for a lead or contact.
Conditions
Check Delighted NPS Response
Check the previous NPS response of the contact in the journey.
Check Base Deal Stage
Check the deal stage with a true or false outcome.
Check Base Contact Field
Check for a specific value in a contact field.
Journey Actions
Send Delighted NPS Survey
Send an NPS survey via Delighted to the contact in the journey.
Add Trello Card
Adds a Trello card to a board.
Assign Base Contact Owner
Assigns an owner or round robins ownership to a contact.
Update Base Contact Field
Updates a field with a certain value associated against a contact in Base CRM.
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, Trello and Base CRM.
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