Ejection + Close.io + Delighted integration

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

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

New Close.io Event to Send Delighted NPS Survey to Eject from Journey

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New Close.io Event to Eject from Journey to Update Close.io Opportunity Stage

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Delighted NPS Response to Eject from Journey to Update Close.io Opportunity Stage

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Delighted NPS Response to Check Close.io Field to Eject from Journey

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Close.io Field Change to Create Close.io Opportunity to Eject from Journey

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Close.io Opportunity Status Change to Eject from Journey to Assign Close.io Task

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Close.io Opportunity Status Change to Check Close.io Field to Eject from Journey

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Close.io Field Change to Eject from Journey to Update Close.io Opportunity Stage

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Close.io Opportunity Status Change to Eject from Journey to Create Close.io Opportunity

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Delighted NPS Response to Update Close.io Field to Eject from Journey

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Close.io Field Change to Eject from Journey to Assign Close.io Lead

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Close.io Opportunity Status Change to Assign Close.io Task to Eject from Journey

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Close.io Field Change to Assign Close.io Task to Eject from Journey

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Close.io Field Change to Update Close.io Opportunity Stage to Eject from Journey

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Close.io Opportunity Status Change to Eject from Journey to Update Close.io Field

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Close.io Opportunity Status Change to Eject from Journey to Send Delighted NPS Survey

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Close.io Field Change to Check Close.io Opportunity Status to Eject from Journey

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Delighted NPS Response to Assign Close.io Lead to Eject from Journey

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Close.io Field Change to Eject from Journey to Send Delighted NPS Survey

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Close.io Field Change to Update Close.io Field to Eject from Journey

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

About the Ejection integration

Ejection provides the flexibility to use triggers and conditions to immediately disqualify or “eject” contacts from a journey. Voila. This allows you to simplify journeys by removing all those condition checks, easily manage all your targeting criteria in one canvas, and eliminate the dreaded “oops” email.

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.

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.

Create your own marketing automation journey

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

Journey Triggers

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).
Delighted NPS Response
Trigger a journey based on an NPS Response grouped by Promoter, Passive or Detractor.

Conditions

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).
Check Delighted NPS Response
Check the previous NPS response of the contact in the journey.

Journey Actions

Eject from Journey
Remove a contact from a journey.
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.
Send Delighted NPS Survey
Send an NPS survey via Delighted to the contact in the journey.

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 Ejection, Close.io and Delighted.