Salesforce + Delighted Integration
Use Autopilot to automate and integrate Salesforce and Delighted.
Marketing Automation ideas to integrate Salesforce and Delighted
Add Intercom Tag to Send Delighted NPS Survey
Salesforce Field Changed to Send Delighted NPS Survey
Person Field Match to Send Delighted NPS Survey to Add Salesforce Task
Delighted NPS Response to Assign Salesforce Lead
Delighted NPS Response to Send Segment Event
Add Intercom Tag to Check Salesforce Campaign Member Status to Send Delighted NPS Survey
Salesforce Field Changed to Check Delighted NPS Response to Set Salesforce Campaign Member Status
Salesforce Field Changed to Check Delighted NPS Response to Update HubSpot CRM Deal Stage
Delighted NPS Response to Add Salesforce Task to Send Segment Event
Salesforce Campaign Trigger to Send Delighted NPS Survey to Update HubSpot CRM Deal Stage
Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Send Delighted NPS Survey
Time Trigger to Set Salesforce Campaign Member Status to Send Delighted NPS Survey
Salesforce Field Changed to Send Delighted NPS Survey
Salesforce Field Changed to Send Delighted NPS Survey
Time Trigger to Check Delighted NPS Response to Create Salesforce Opportunity
Add Intercom Tag to Assign Salesforce Lead to Group
List Trigger to Assign Salesforce Lead to Group
Salesforce Field Changed to Set Salesforce Campaign Member Status to Send Delighted NPS Survey
Delighted NPS Response to Update Salesforce Field
Delighted NPS Response to Update Salesforce Field to Send Segment Event
Showing 20 of 889 Marketing Automation ideas using Autopilot's Salesforce and Delighted integration.
About Salesforce
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 Delighted
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 Salesforce integration.
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).
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 Delighted NPS Response
Check the previous NPS response of the contact in the 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.
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 and Delighted.
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