Delighted + Trello + Close.io integration

Use Autopilot to create journeys that use the Delighted, Trello and Close.io integrations.

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Marketing Automation ideas to integrate Delighted, Trello and Close.io.

Delighted NPS Response to Add Trello Card to Create Close.io Opportunity

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Delighted NPS Response to Update Close.io Opportunity Stage to Add Trello Card

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Delighted NPS Response to Assign Close.io Lead to Add Trello Card

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Delighted NPS Response to Add Trello Card to Update Close.io Field

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Delighted NPS Response to Check Close.io Field to Add Trello Card

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Delighted NPS Response to Add Trello Card to Assign Close.io Task

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Delighted NPS Response to Check Delighted NPS Response to Add Trello Card

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Delighted NPS Response to Add Trello Card to Send Delighted NPS Survey

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Delighted NPS Response to Add Trello Card to Update Close.io Opportunity Stage

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Close.io Opportunity Status Change to Send Delighted NPS Survey to Add Trello Card

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Close.io Field Change to Check Delighted NPS Response to Add Trello Card

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Close.io Opportunity Status Change to Add Trello Card to Send Delighted NPS Survey

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New Close.io Event to Add Trello Card to Send Delighted NPS Survey

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Delighted NPS Response to Update Close.io Field to Add Trello Card

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Close.io Opportunity Status Change to Check Delighted NPS Response to Add Trello Card

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Delighted NPS Response to Create Close.io Opportunity to Add Trello Card

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New Close.io Event to Send Delighted NPS Survey to Add Trello Card

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Delighted NPS Response to Send Delighted NPS Survey to Add Trello Card

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Close.io Field Change to Add Trello Card to Send Delighted NPS Survey

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Delighted NPS Response to Assign Close.io Task to Add Trello Card

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Showing 20 journey ideas for Delighted, Trello and Close.io

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 Close.io integration

Close.io is the inside sales CRM of choice for startups and SMBs. Increase productivity with all your sales communication in one place.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Delighted integration, Trello integration and the Close.io integration.

Journey Triggers

Delighted NPS Response
Trigger a journey based on an NPS Response grouped by Promoter, Passive or Detractor.
Close.io Opportunity Status Change
Triggers when an Opportunity Status changes.
New Close.io Event
Triggers when a new event is created.
Close.io Field Change
Add a contact to a journey when a particular Close.io field's value 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 Close.io Opportunity Status
Check if an opportunity is at a certain status.
Check Close.io Field
Check if a Close.io field is a specific value, or meets some other criteria (e.g. contains a particular word).

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.
Create Close.io Opportunity
Create a contextual Close.io opportunity.
Update Close.io Opportunity Stage
Updates the stage of an existing Opportunity.
Assign Close.io Lead
Assign a lead in Close.io and set their lead source and lead status.
Update Close.io Field
Update a Close.io field to a specific value.
Assign Close.io Task
Create a contextual Close.io task.

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 Close.io.