Recurly + Delighted + Insightly integration

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

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Marketing Automation ideas to integrate Recurly, Delighted and Insightly.

Recurly Subscription to Send Delighted NPS Survey to Assign Insightly Task

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Recurly Subscription to Assign Insightly Owner to Send Delighted NPS Survey

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Recurly Subscription to Send Delighted NPS Survey to Create Insightly Project

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Recurly Subscription to Check Delighted NPS Response to Create Insightly Project

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Recurly Subscription to Update Insightly Contact Field to Send Delighted NPS Survey

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Recurly Subscription to Assign Insightly Task to Send Delighted NPS Survey

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Recurly Subscription to Check Delighted NPS Response to Assign Insightly Task

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Recurly Subscription to Send Delighted NPS Survey to Update Insightly Contact Field

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Recurly Subscription to Check Delighted NPS Response to Assign Insightly Owner

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Recurly Subscription to Create Insightly Project to Send Delighted NPS Survey

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Recurly Subscription to Send Delighted NPS Survey to Assign Insightly Owner

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Recurly Subscription to Check Delighted NPS Response to Update Insightly Contact Field

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Showing 12 journey ideas for Recurly, Delighted and Insightly

About the Recurly integration

From start-ups to global enterprises, today's fastest-growing businesses are harnessing the power of the subscription model to deliver predictable revenue, reveal critical customer insights, and automate revenue-optimizing decisions. These businesses demand a sophisticated, secure subscription management platform with the flexibility to support constantly evolving billing models with consistently superior customer experiences. Recurly meets that challenge with an enterprise-class subscription management platform that cuts through the complexity of subscription management to optimize and automate revenue growth.

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 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 Recurly integration, Delighted integration and the Insightly integration.

Journey Triggers

Recurly Subscription
Add a contact to a journey when their Recurly subscription status meets your criteria.
Delighted NPS Response
Trigger a journey based on an NPS Response grouped by Promoter, Passive or Detractor.
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 Recurly, Delighted and Insightly.