Delighted + Zendesk + Insightly integration
Use Autopilot to create journeys that use the Delighted, Zendesk and Insightly integrations.
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Marketing Automation ideas to integrate Delighted, Zendesk and Insightly.
Submits New Zendesk Ticket to Send Delighted NPS Survey to Assign Insightly Owner
Check Insightly Opportunity Stage to Check Delighted NPS Response to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Submit New Zendesk Ticket to Send Delighted NPS Survey
Delighted NPS Response to Send Delighted NPS Survey to Submit New Zendesk Ticket
Insightly Contact Field Change to Check Delighted NPS Response to Submit New Zendesk Ticket
Delighted NPS Response to Create Insightly Project to Submit New Zendesk Ticket
Insightly Contact Field Change to Zendesk Ticket Status to Send Delighted NPS Survey
Delighted NPS Response to Submit New Zendesk Ticket to Assign Insightly Owner
Submits New Zendesk Ticket to Update Insightly Contact Field to Send Delighted NPS Survey
Delighted NPS Response to Zendesk Ticket Status to Update Insightly Contact Field
Submits New Zendesk Ticket to Assign Insightly Task to Send Delighted NPS Survey
Delighted NPS Response to Submit New Zendesk Ticket to Assign Insightly Task
Submits New Zendesk Ticket to Assign Insightly Owner to Send Delighted NPS Survey
Check Insightly Opportunity Stage to Submit New Zendesk Ticket to Send Delighted NPS Survey
Insightly Opportunity Status Change to Submit New Zendesk Ticket to Send Delighted NPS Survey
Delighted NPS Response to Zendesk Ticket Status to Create Insightly Project
Add Insightly Opportunity to Check Delighted NPS Response to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Send Delighted NPS Survey to Submit New Zendesk Ticket
Delighted NPS Response to Update Insightly Contact Field to Submit New Zendesk Ticket
Check Insightly Contact Field to Submit New Zendesk Ticket to Send Delighted NPS Survey
Showing 20 journey ideas for Delighted, Zendesk 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 Zendesk integration
Zendesk is a service platform that builds software to empower organization and customer relationships. Zendesk’s family of products helps organizations understand their customers, improve communication, and offer support where and when it’s needed most.
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, Zendesk integration and the Insightly integration.
Journey Triggers
Delighted NPS Response
Trigger a journey based on an NPS Response grouped by Promoter, Passive or Detractor.
Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new 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.
Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.
Journey Actions
Send Delighted NPS Survey
Send an NPS survey via Delighted to the contact in the journey.
Submit New Zendesk Ticket
Submits a new Zendesk ticket for 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, Zendesk and Insightly.
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