Salesforce + Base CRM + Delighted integration

Use Autopilot to create journeys that use the Salesforce, Base CRM and Delighted integrations.

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Marketing Automation ideas to integrate Salesforce, Base CRM and Delighted.

Salesforce Campaign Trigger to Check Base Deal Stage to Set Salesforce Campaign Member Status

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Salesforce Campaign Trigger to Send Delighted NPS Survey to Update Base Contact Field

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Add a Base Deal to Update Base Contact Field to Assign Salesforce Lead to Group

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Base Deal Stage Change to Update Base Contact Field to Set Salesforce Campaign Member Status

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Salesforce Campaign Trigger to Assign Base Contact Owner to Update Salesforce Field

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Add a Base Deal to Assign Base Contact Owner to Assign Salesforce Lead

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Salesforce Campaign Trigger to Create Salesforce Opportunity to Assign Base Contact Owner

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Delighted NPS Response to Update Base Contact Field to Assign Salesforce Lead to Group

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Add a Base Deal to Assign Salesforce Lead to Send Delighted NPS Survey

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Delighted NPS Response to Check Salesforce Campaign Member Status to Update Base Contact Field

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Salesforce Campaign Trigger to Assign Salesforce Lead to Assign Base Contact Owner

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Salesforce Campaign Trigger to Update Base Contact Field to Set Salesforce Campaign Member Status

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Assign Base Task to Check Base Contact Field to Set Salesforce Campaign Member Status

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Add a Base Deal to Add Salesforce Task to Send Delighted NPS Survey

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Assign Base Task to Assign Salesforce Lead to Assign Base Contact Owner

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Delighted NPS Response to Assign Salesforce Lead to Group to Update Base Contact Field

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Assign Base Task to Check Salesforce Campaign Member Status to Update Base Contact Field

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Add a Base Deal to Update Base Contact Field to Update Salesforce Field

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Base Deal Stage Change to Check Base Contact Field to Set Salesforce Campaign Member Status

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Assign Base Task to Add Salesforce Task to Update Base Contact Field

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Showing 20 journey ideas for Salesforce, Base CRM and Delighted

About the Salesforce integration

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.

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.

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 Salesforce integration, Base CRM integration and the Delighted integration.

Journey Triggers

Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field meets your criteria (e.g. contains a particular word).
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.
Delighted NPS Response
Trigger a journey based on an NPS Response grouped by Promoter, Passive or Detractor.

Conditions

Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.
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.
Check Delighted NPS Response
Check the previous NPS response of the contact in the journey.

Journey Actions

Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce field to a specific value.
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.
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 Salesforce, Base CRM and Delighted.