Salesforce + Delighted + Base CRM integration
Use Autopilot to create journeys that use the Salesforce, Delighted and Base CRM integrations.
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Marketing Automation ideas to integrate Salesforce, Delighted and Base CRM.
Base Deal Stage Change to Check Salesforce Field to Send Delighted NPS Survey
Salesforce Campaign Trigger to Send Delighted NPS Survey to Set Salesforce Campaign Member Status
Assign Base Task to Send Delighted NPS Survey to Create Salesforce Opportunity
Salesforce Campaign Trigger to Check Delighted NPS Response to Assign Base Contact Owner
Assign Base Task to Assign Salesforce Lead to Send Delighted NPS Survey
Delighted NPS Response to Assign Salesforce Lead to Group to Send Delighted NPS Survey
Add a Base Deal to Check Delighted NPS Response to Set Salesforce Campaign Member Status
Assign Base Task to Set Salesforce Campaign Member Status to Send Delighted NPS Survey
Delighted NPS Response to Assign Base Contact Owner to Create Salesforce Opportunity
Delighted NPS Response to Check Base Contact Field to Assign Salesforce Lead
Salesforce Campaign Trigger to Check Salesforce Campaign Member Status to Send Delighted NPS Survey
Assign Base Task to Check Delighted NPS Response to Set Salesforce Campaign Member Status
Base Contact Field Change to Send Delighted NPS Survey to Assign Salesforce Lead to Group
Delighted NPS Response to Send Delighted NPS Survey to Create Salesforce Opportunity
Base Contact Field Change to Send Delighted NPS Survey to Assign Salesforce Lead
Salesforce Campaign Trigger to Check Delighted NPS Response to Update Salesforce Field
Delighted NPS Response to Check Delighted NPS Response to Set Salesforce Campaign Member Status
Base Contact Field Change to Check Delighted NPS Response to Assign Salesforce Lead
Assign Base Task to Check Delighted NPS Response to Create Salesforce Opportunity
Base Deal Stage Change to Set Salesforce Campaign Member Status to Send Delighted NPS Survey
Showing 20 journey ideas for Salesforce, Delighted and Base CRM
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 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 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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Delighted integration and the Base CRM 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).
Delighted NPS Response
Trigger a journey based on an NPS Response grouped by Promoter, Passive or Detractor.
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.
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.
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.
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.
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.
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, Delighted and Base CRM.
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