Salesforce + Delighted + Insightly integration
Use Autopilot to create journeys that use the Salesforce, Delighted and Insightly integrations.
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Marketing Automation ideas to integrate Salesforce, Delighted and Insightly.
Insightly Contact Field Change to Add Salesforce Task to Send Delighted NPS Survey
Salesforce Campaign Trigger to Assign Insightly Owner to Send Delighted NPS Survey
Delighted NPS Response to Set Salesforce Campaign Member Status to Send Delighted NPS Survey
Salesforce Campaign Trigger to Check Delighted NPS Response to Assign Insightly Owner
Salesforce Campaign Trigger to Send Delighted NPS Survey to Assign Salesforce Lead to Group
Add Insightly Opportunity to Set Salesforce Campaign Member Status to Send Delighted NPS Survey
Check Insightly Opportunity Stage to Assign Salesforce Lead to Group to Send Delighted NPS Survey
Insightly Opportunity Status Change to Check Delighted NPS Response to Create Salesforce Opportunity
Delighted NPS Response to Create Insightly Project to Assign Salesforce Lead to Group
Delighted NPS Response to Check Salesforce Field to Send Delighted NPS Survey
Add Insightly Opportunity to Check Delighted NPS Response to Update Salesforce Field
Delighted NPS Response to Create Salesforce Opportunity to Send Delighted NPS Survey
Delighted NPS Response to Create Insightly Project to Add Salesforce Task
Insightly Contact Field Change to Create Salesforce Opportunity to Send Delighted NPS Survey
Delighted NPS Response to Set Salesforce Campaign Member Status to Assign Insightly Task
Delighted NPS Response to Add Salesforce Task to Update Insightly Contact Field
Salesforce Field Changed to Check Salesforce Field to Send Delighted NPS Survey
Delighted NPS Response to Update Salesforce Field to Assign Insightly Owner
Insightly Opportunity Status Change to Set Salesforce Campaign Member Status to Send Delighted NPS Survey
Delighted NPS Response to Update Insightly Contact Field to Create Salesforce Opportunity
Showing 20 journey ideas for Salesforce, Delighted and Insightly
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 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 Salesforce integration, Delighted integration and the Insightly 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.
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 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.
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 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 Salesforce, Delighted and Insightly.
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