Forms + Salesforce + Delighted integration

Use Autopilot to create journeys that use the Forms, Salesforce and Delighted integrations.

Marketing Automation ideas to integrate Forms, Salesforce and Delighted.

Form Submitted to Create Salesforce Opportunity to Send Delighted NPS Survey

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Form Submitted to Assign Salesforce Lead to Send Delighted NPS Survey

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Form Submitted to Set Salesforce Campaign Member Status to Send Delighted NPS Survey

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Form Submitted to Add Salesforce Task to Send Delighted NPS Survey

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Form Submitted to Check Salesforce Field to Send Delighted NPS Survey

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Form Submitted to Check Salesforce Campaign Member Status to Send Delighted NPS Survey

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Form Submitted to Assign Salesforce Lead to Group to Send Delighted NPS Survey

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Form Submitted to Update Salesforce Field to Send Delighted NPS Survey

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Form Submitted to Send Delighted NPS Survey to Create Salesforce Opportunity

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Form Submitted to Send Delighted NPS Survey to Assign Salesforce Lead

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Form Submitted to Send Delighted NPS Survey to Set Salesforce Campaign Member Status

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Form Submitted to Send Delighted NPS Survey to Add Salesforce Task

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Form Submitted to Send Delighted NPS Survey to Assign Salesforce Lead to Group

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Form Submitted to Send Delighted NPS Survey to Update Salesforce Field

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Form Submitted to Check Delighted NPS Response to Create Salesforce Opportunity

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Form Submitted to Check Delighted NPS Response to Assign Salesforce Lead

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Form Submitted to Check Delighted NPS Response to Set Salesforce Campaign Member Status

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Form Submitted to Check Delighted NPS Response to Add Salesforce Task

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Form Submitted to Check Delighted NPS Response to Assign Salesforce Lead to Group

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Form Submitted to Check Delighted NPS Response to Update Salesforce Field

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Salesforce Campaign Trigger to Has Submitted Form to Send Delighted NPS Survey

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Salesforce Field Changed to Has Submitted Form to Send Delighted NPS Survey

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Delighted NPS Response to Has Submitted Form to Create Salesforce Opportunity

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Delighted NPS Response to Has Submitted Form to Assign Salesforce Lead

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Delighted NPS Response to Has Submitted Form to Set Salesforce Campaign Member Status

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Delighted NPS Response to Has Submitted Form to Add Salesforce Task

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Delighted NPS Response to Has Submitted Form to Assign Salesforce Lead to Group

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Delighted NPS Response to Has Submitted Form to Update Salesforce Field

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Delighted NPS Response to Has Submitted Form to Update Salesforce Field

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Form Submitted to Assign Salesforce Lead to Send Delighted NPS Survey

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Salesforce Field Changed to Has Submitted Form to Add Salesforce Task

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Salesforce Field Changed to Has Submitted Form to Set Salesforce Campaign Member Status

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Delighted NPS Response to Has Submitted Form to Add Salesforce Task

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Salesforce Campaign Trigger to Has Submitted Form to Update Salesforce Field

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Salesforce Campaign Trigger to Has Submitted Form to Assign Salesforce Lead

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Form Submitted to Check Salesforce Campaign Member Status to Send Delighted NPS Survey

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Form Submitted to Check Delighted NPS Response to Assign Salesforce Lead

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Form Submitted to Has Submitted Form to Assign Salesforce Lead

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Form Submitted to Update Salesforce Field to Send Delighted NPS Survey

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Salesforce Campaign Trigger to Has Submitted Form to Assign Salesforce Lead to Group

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Delighted NPS Response to Has Submitted Form to Assign Salesforce Lead

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Form Submitted to Has Submitted Form to Create Salesforce Opportunity

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Delighted NPS Response to Has Submitted Form to Assign Salesforce Lead to Group

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Form Submitted to Has Submitted Form to Add Salesforce Task

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Salesforce Field Changed to Has Submitted Form to Update Salesforce Field

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Form Submitted to Check Salesforce Field to Send Delighted NPS Survey

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Form Submitted to Set Salesforce Campaign Member Status to Send Delighted NPS Survey

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Delighted NPS Response to Has Submitted Form to Create Salesforce Opportunity

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Showing 48 journey ideas for Forms, Salesforce and Delighted

About the Forms integration

Autopilot's form capture is magical. Simply drop our tracking code to capture submissions of your existing forms without lifting another finger. Then automatically add new leads and subscribers to your journeys to ensure no one is left behind.

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 Forms integration, Salesforce integration and the Delighted integration.

Journey Triggers

Form Submitted
Add a contact to a journey when they submit a form.
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

Has Submitted Form
Check if a contact has previously submitted a specific form.
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 Forms, Salesforce and Delighted.