Salesforce + Delighted + Close.io integration
Use Autopilot to create journeys that use the Salesforce, Delighted and Close.io integrations.
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Marketing Automation ideas to integrate Salesforce, Delighted and Close.io.
Salesforce Field Changed to Send Delighted NPS Survey to Update Close.io Opportunity Stage
Delighted NPS Response to Check Salesforce Field to Assign Close.io Lead
Delighted NPS Response to Assign Close.io Task to Update Salesforce Field
Close.io Field Change to Send Delighted NPS Survey to Assign Salesforce Lead to Group
Close.io Field Change to Check Delighted NPS Response to Add Salesforce Task
Close.io Opportunity Status Change to Update Salesforce Field to Send Delighted NPS Survey
Salesforce Campaign Trigger to Update Close.io Opportunity Stage to Send Delighted NPS Survey
Salesforce Field Changed to Add Salesforce Task to Send Delighted NPS Survey
Close.io Opportunity Status Change to Send Delighted NPS Survey to Assign Salesforce Lead
Delighted NPS Response to Update Close.io Opportunity Stage to Set Salesforce Campaign Member Status
Delighted NPS Response to Create Close.io Opportunity to Set Salesforce Campaign Member Status
Delighted NPS Response to Assign Close.io Task to Create Salesforce Opportunity
Salesforce Campaign Trigger to Send Delighted NPS Survey to Assign Salesforce Lead to Group
New Close.io Event to Check Delighted NPS Response to Assign Salesforce Lead
Salesforce Campaign Trigger to Assign Close.io Lead to Send Delighted NPS Survey
Delighted NPS Response to Create Close.io Opportunity to Create Salesforce Opportunity
Salesforce Campaign Trigger to Update Salesforce Field to Send Delighted NPS Survey
New Close.io Event to Set Salesforce Campaign Member Status to Send Delighted NPS Survey
Salesforce Field Changed to Update Close.io Field to Send Delighted NPS Survey
New Close.io Event to Check Delighted NPS Response to Add Salesforce Task
Showing 20 journey ideas for Salesforce, Delighted and Close.io
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 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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Delighted integration and the Close.io 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.
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).
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 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).
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.
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.
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 Close.io.
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