Email + Salesforce + Delighted integration
Use Autopilot to create journeys that use the Email, Salesforce and Delighted integrations.
Marketing Automation ideas to integrate Email, Salesforce and Delighted.
Email Activity to Create Salesforce Opportunity to Send Delighted NPS Survey
Email Activity to Assign Salesforce Lead to Send Delighted NPS Survey
Email Activity to Set Salesforce Campaign Member Status to Send Delighted NPS Survey
Email Activity to Add Salesforce Task to Send Delighted NPS Survey
Email Activity to Check Salesforce Field to Send Delighted NPS Survey
Email Activity to Check Salesforce Campaign Member Status to Send Delighted NPS Survey
Email Activity to Assign Salesforce Lead to Group to Send Delighted NPS Survey
Email Activity to Update Salesforce Field to Send Delighted NPS Survey
Email Activity to Send Delighted NPS Survey to Create Salesforce Opportunity
Email Activity to Send Delighted NPS Survey to Assign Salesforce Lead
Email Activity to Send Delighted NPS Survey to Set Salesforce Campaign Member Status
Email Activity to Send Delighted NPS Survey to Add Salesforce Task
Email Activity to Send Delighted NPS Survey to Assign Salesforce Lead to Group
Email Activity to Send Delighted NPS Survey to Update Salesforce Field
Email Activity to Check Delighted NPS Response to Create Salesforce Opportunity
Email Activity to Check Delighted NPS Response to Assign Salesforce Lead
Email Activity to Check Delighted NPS Response to Set Salesforce Campaign Member Status
Email Activity to Check Delighted NPS Response to Add Salesforce Task
Email Activity to Check Delighted NPS Response to Assign Salesforce Lead to Group
Email Activity to Check Delighted NPS Response to Update Salesforce Field
Salesforce Campaign Trigger to Check Email Status to Send Delighted NPS Survey
Salesforce Campaign Trigger to Send Email to Send Delighted NPS Survey
Salesforce Campaign Trigger to Send Delighted NPS Survey to Send Email
Salesforce Campaign Trigger to Check Delighted NPS Response to Send Email
Salesforce Field Changed to Check Email Status to Send Delighted NPS Survey
Salesforce Field Changed to Send Email to Send Delighted NPS Survey
Salesforce Field Changed to Send Delighted NPS Survey to Send Email
Salesforce Field Changed to Check Delighted NPS Response to Send Email
Delighted NPS Response to Check Email Status to Create Salesforce Opportunity
Delighted NPS Response to Check Email Status to Assign Salesforce Lead
Delighted NPS Response to Check Email Status to Set Salesforce Campaign Member Status
Delighted NPS Response to Check Email Status to Add Salesforce Task
Delighted NPS Response to Check Email Status to Assign Salesforce Lead to Group
Delighted NPS Response to Check Email Status to Update Salesforce Field
Delighted NPS Response to Send Email to Create Salesforce Opportunity
Delighted NPS Response to Send Email to Assign Salesforce Lead
Delighted NPS Response to Send Email to Set Salesforce Campaign Member Status
Delighted NPS Response to Send Email to Add Salesforce Task
Delighted NPS Response to Send Email to Assign Salesforce Lead to Group
Delighted NPS Response to Send Email to Update Salesforce Field
Delighted NPS Response to Create Salesforce Opportunity to Send Email
Delighted NPS Response to Assign Salesforce Lead to Send Email
Delighted NPS Response to Set Salesforce Campaign Member Status to Send Email
Delighted NPS Response to Add Salesforce Task to Send Email
Delighted NPS Response to Check Salesforce Field to Send Email
Delighted NPS Response to Check Salesforce Campaign Member Status to Send Email
Delighted NPS Response to Assign Salesforce Lead to Group to Send Email
Delighted NPS Response to Update Salesforce Field to Send Email
Salesforce Campaign Trigger to Send Delighted NPS Survey to Send Email
Salesforce Field Changed to Update Salesforce Field to Send Email
Salesforce Field Changed to Check Salesforce Field to Send Email
Salesforce Campaign Trigger to Send Email to Assign Salesforce Lead to Group
Email Activity to Check Email Status to Set Salesforce Campaign Member Status
Salesforce Field Changed to Check Delighted NPS Response to Send Email
Salesforce Field Changed to Check Email Status to Create Salesforce Opportunity
Delighted NPS Response to Assign Salesforce Lead to Group to Send Email
Salesforce Campaign Trigger to Check Email Status to Assign Salesforce Lead
Salesforce Field Changed to Send Email to Add Salesforce Task
Salesforce Campaign Trigger to Check Email Status to Create Salesforce Opportunity
Email Activity to Assign Salesforce Lead to Group to Send Delighted NPS Survey
Email Activity to Send Email to Add Salesforce Task
Salesforce Campaign Trigger to Check Email Status to Send Delighted NPS Survey
Salesforce Field Changed to Set Salesforce Campaign Member Status to Send Email
Salesforce Field Changed to Send Email to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Check Email Status to Assign Salesforce Lead to Group
Email Activity to Check Email Status to Create Salesforce Opportunity
Salesforce Field Changed to Check Email Status to Set Salesforce Campaign Member Status
Email Activity to Check Delighted NPS Response to Update Salesforce Field
Showing 68 journey ideas for Email, Salesforce and Delighted
About the Email integration
Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more. You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more. Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.
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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Email integration, Salesforce integration and the Delighted integration.
Journey Triggers
Email Activity
Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.
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 Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).
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
Send Email
Send a contact a personalized marketing or transactional email.
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.
