Salesforce + Delighted + LiveChat integration
Use Autopilot to create journeys that use the Salesforce, Delighted and LiveChat integrations.
Marketing Automation ideas to integrate Salesforce, Delighted and LiveChat.
LiveChat Tag to Create Salesforce Opportunity to Send Delighted NPS Survey
LiveChat Tag to Assign Salesforce Lead to Send Delighted NPS Survey
LiveChat Tag to Set Salesforce Campaign Member Status to Send Delighted NPS Survey
LiveChat Tag to Add Salesforce Task to Send Delighted NPS Survey
LiveChat Tag to Check Salesforce Field to Send Delighted NPS Survey
LiveChat Tag to Check Salesforce Campaign Member Status to Send Delighted NPS Survey
LiveChat Tag to Assign Salesforce Lead to Group to Send Delighted NPS Survey
LiveChat Tag to Update Salesforce Field to Send Delighted NPS Survey
LiveChat Tag to Send Delighted NPS Survey to Create Salesforce Opportunity
LiveChat Tag to Send Delighted NPS Survey to Assign Salesforce Lead
LiveChat Tag to Send Delighted NPS Survey to Set Salesforce Campaign Member Status
LiveChat Tag to Send Delighted NPS Survey to Add Salesforce Task
LiveChat Tag to Send Delighted NPS Survey to Assign Salesforce Lead to Group
LiveChat Tag to Send Delighted NPS Survey to Update Salesforce Field
LiveChat Tag to Check Delighted NPS Response to Create Salesforce Opportunity
LiveChat Tag to Check Delighted NPS Response to Assign Salesforce Lead
LiveChat Tag to Check Delighted NPS Response to Set Salesforce Campaign Member Status
LiveChat Tag to Check Delighted NPS Response to Add Salesforce Task
LiveChat Tag to Check Delighted NPS Response to Assign Salesforce Lead to Group
LiveChat Tag to Check Delighted NPS Response to Update Salesforce Field
Salesforce Campaign Trigger to Send Delighted NPS Survey to Update Salesforce Field
Salesforce Field Changed to Create Salesforce Opportunity to Send Delighted NPS Survey
Salesforce Campaign Trigger to Send Delighted NPS Survey to Create Salesforce Opportunity
LiveChat Tag to Check Delighted NPS Response to Set Salesforce Campaign Member Status
LiveChat Tag to Assign Salesforce Lead to Send Delighted NPS Survey
LiveChat Tag to Send Delighted NPS Survey to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Send Delighted NPS Survey to Add Salesforce Task
Salesforce Campaign Trigger to Create Salesforce Opportunity to Send Delighted NPS Survey
Delighted NPS Response to Add Salesforce Task to Send Delighted NPS Survey
Salesforce Field Changed to Check Salesforce Campaign Member Status to Send Delighted NPS Survey
Salesforce Field Changed to Send Delighted NPS Survey to Update Salesforce Field
Salesforce Field Changed to Assign Salesforce Lead to Send Delighted NPS Survey
Delighted NPS Response to Set Salesforce Campaign Member Status to Send Delighted NPS Survey
Delighted NPS Response to Check Delighted NPS Response to Add Salesforce Task
LiveChat Tag to Check Delighted NPS Response to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Check Salesforce Field to Send Delighted NPS Survey
Delighted NPS Response to Check Delighted NPS Response to Create Salesforce Opportunity
Delighted NPS Response to Assign Salesforce Lead to Group to Send Delighted NPS Survey
Salesforce Campaign Trigger to Check Delighted NPS Response to Set Salesforce Campaign Member Status
LiveChat Tag to Check Delighted NPS Response to Add Salesforce Task
Showing 40 journey ideas for Salesforce, Delighted and LiveChat
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 LiveChat integration
Automate what happens after a chat to close more leads and delight your customers. You can also segment leads and contacts based on how they are tagged in LiveChat, and capture fields in your chat surveys to Autopilot.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Delighted integration and the LiveChat 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.
LiveChat Tag
Add a contact to a journey when they are tagged in LiveChat.
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.
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 LiveChat.
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