Salesforce + Delighted + Lists integration

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

Marketing Automation ideas to integrate Salesforce, Delighted and Lists.

Salesforce Campaign Trigger to Send Delighted NPS Survey to Add to List

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Salesforce Campaign Trigger to Send Delighted NPS Survey to Remove From List

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Salesforce Campaign Trigger to Check Delighted NPS Response to Add to List

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Salesforce Campaign Trigger to Check Delighted NPS Response to Remove From List

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Salesforce Campaign Trigger to Add to List to Send Delighted NPS Survey

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Salesforce Campaign Trigger to Is on List or Segment to Send Delighted NPS Survey

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Salesforce Campaign Trigger to Remove From List to Send Delighted NPS Survey

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Salesforce Campaign Trigger to Check Lead Status to Send Delighted NPS Survey

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Salesforce Field Changed to Send Delighted NPS Survey to Add to List

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Salesforce Field Changed to Send Delighted NPS Survey to Remove From List

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Salesforce Field Changed to Check Delighted NPS Response to Add to List

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Salesforce Field Changed to Check Delighted NPS Response to Remove From List

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Salesforce Field Changed to Add to List to Send Delighted NPS Survey

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Salesforce Field Changed to Is on List or Segment to Send Delighted NPS Survey

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Salesforce Field Changed to Remove From List to Send Delighted NPS Survey

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Salesforce Field Changed to Check Lead Status to Send Delighted NPS Survey

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Delighted NPS Response to Create Salesforce Opportunity to Add to List

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Delighted NPS Response to Create Salesforce Opportunity to Remove From List

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Delighted NPS Response to Assign Salesforce Lead to Add to List

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Delighted NPS Response to Assign Salesforce Lead to Remove From List

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Delighted NPS Response to Set Salesforce Campaign Member Status to Add to List

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Delighted NPS Response to Set Salesforce Campaign Member Status to Remove From List

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Delighted NPS Response to Add Salesforce Task to Add to List

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Delighted NPS Response to Add Salesforce Task to Remove From List

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Delighted NPS Response to Check Salesforce Field to Add to List

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Delighted NPS Response to Check Salesforce Field to Remove From List

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Delighted NPS Response to Check Salesforce Campaign Member Status to Add to List

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Delighted NPS Response to Check Salesforce Campaign Member Status to Remove From List

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Delighted NPS Response to Assign Salesforce Lead to Group to Add to List

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Delighted NPS Response to Assign Salesforce Lead to Group to Remove From List

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Delighted NPS Response to Update Salesforce Field to Add to List

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Delighted NPS Response to Update Salesforce Field to Remove From List

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Delighted NPS Response to Add to List to Create Salesforce Opportunity

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Delighted NPS Response to Add to List to Assign Salesforce Lead

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Delighted NPS Response to Add to List to Set Salesforce Campaign Member Status

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Delighted NPS Response to Add to List to Add Salesforce Task

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Delighted NPS Response to Add to List to Assign Salesforce Lead to Group

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Delighted NPS Response to Add to List to Update Salesforce Field

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Delighted NPS Response to Is on List or Segment to Create Salesforce Opportunity

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Delighted NPS Response to Is on List or Segment to Assign Salesforce Lead

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Delighted NPS Response to Is on List or Segment to Set Salesforce Campaign Member Status

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Delighted NPS Response to Is on List or Segment to Add Salesforce Task

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Delighted NPS Response to Is on List or Segment to Assign Salesforce Lead to Group

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Delighted NPS Response to Is on List or Segment to Update Salesforce Field

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Delighted NPS Response to Remove From List to Create Salesforce Opportunity

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Delighted NPS Response to Remove From List to Assign Salesforce Lead

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Delighted NPS Response to Remove From List to Set Salesforce Campaign Member Status

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Delighted NPS Response to Remove From List to Add Salesforce Task

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Delighted NPS Response to Remove From List to Assign Salesforce Lead to Group

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Delighted NPS Response to Remove From List to Update Salesforce Field

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Delighted NPS Response to Check Lead Status to Create Salesforce Opportunity

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Delighted NPS Response to Check Lead Status to Assign Salesforce Lead

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Delighted NPS Response to Check Lead Status to Set Salesforce Campaign Member Status

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Delighted NPS Response to Check Lead Status to Add Salesforce Task

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Delighted NPS Response to Check Lead Status to Assign Salesforce Lead to Group

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Delighted NPS Response to Check Lead Status to Update Salesforce Field

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List Trigger to Create Salesforce Opportunity to Send Delighted NPS Survey

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List Trigger to Assign Salesforce Lead to Send Delighted NPS Survey

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List Trigger to Set Salesforce Campaign Member Status to Send Delighted NPS Survey

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List Trigger to Add Salesforce Task to Send Delighted NPS Survey

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List Trigger to Check Salesforce Field to Send Delighted NPS Survey

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List Trigger to Check Salesforce Campaign Member Status to Send Delighted NPS Survey

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List Trigger to Assign Salesforce Lead to Group to Send Delighted NPS Survey

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List Trigger to Update Salesforce Field to Send Delighted NPS Survey

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List Trigger to Send Delighted NPS Survey to Create Salesforce Opportunity

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List Trigger to Send Delighted NPS Survey to Assign Salesforce Lead

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List Trigger to Send Delighted NPS Survey to Set Salesforce Campaign Member Status

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List Trigger to Send Delighted NPS Survey to Add Salesforce Task

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List Trigger to Send Delighted NPS Survey to Assign Salesforce Lead to Group

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List Trigger to Send Delighted NPS Survey to Update Salesforce Field

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List Trigger to Check Delighted NPS Response to Create Salesforce Opportunity

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List Trigger to Check Delighted NPS Response to Assign Salesforce Lead

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List Trigger to Check Delighted NPS Response to Set Salesforce Campaign Member Status

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List Trigger to Check Delighted NPS Response to Add Salesforce Task

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List Trigger to Check Delighted NPS Response to Assign Salesforce Lead to Group

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List Trigger to Check Delighted NPS Response to Update Salesforce Field

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Removed From List to Create Salesforce Opportunity to Send Delighted NPS Survey

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Removed From List to Assign Salesforce Lead to Send Delighted NPS Survey

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Removed From List to Set Salesforce Campaign Member Status to Send Delighted NPS Survey

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Removed From List to Add Salesforce Task to Send Delighted NPS Survey

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Removed From List to Check Salesforce Field to Send Delighted NPS Survey

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Removed From List to Check Salesforce Campaign Member Status to Send Delighted NPS Survey

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Removed From List to Assign Salesforce Lead to Group to Send Delighted NPS Survey

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Removed From List to Update Salesforce Field to Send Delighted NPS Survey

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Removed From List to Send Delighted NPS Survey to Create Salesforce Opportunity

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Removed From List to Send Delighted NPS Survey to Assign Salesforce Lead

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Removed From List to Send Delighted NPS Survey to Set Salesforce Campaign Member Status

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Removed From List to Send Delighted NPS Survey to Add Salesforce Task

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Removed From List to Send Delighted NPS Survey to Assign Salesforce Lead to Group

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Removed From List to Send Delighted NPS Survey to Update Salesforce Field

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Removed From List to Check Delighted NPS Response to Create Salesforce Opportunity

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Removed From List to Check Delighted NPS Response to Assign Salesforce Lead

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Removed From List to Check Delighted NPS Response to Set Salesforce Campaign Member Status

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Removed From List to Check Delighted NPS Response to Add Salesforce Task

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Removed From List to Check Delighted NPS Response to Assign Salesforce Lead to Group

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Removed From List to Check Delighted NPS Response to Update Salesforce Field

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Removed From List to Update Salesforce Field to Send Delighted NPS Survey

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Delighted NPS Response to Is on List or Segment to Assign Salesforce Lead to Group

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Salesforce Field Changed to Create Salesforce Opportunity to Send Delighted NPS Survey

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List Trigger to Add Salesforce Task to Send Delighted NPS Survey

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Delighted NPS Response to Set Salesforce Campaign Member Status to Send Delighted NPS Survey

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Salesforce Campaign Trigger to Assign Salesforce Lead to Send Delighted NPS Survey

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Salesforce Field Changed to Check Delighted NPS Response to Assign Salesforce Lead to Group

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Delighted NPS Response to Check Salesforce Field to Send Delighted NPS Survey

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Removed From List to Send Delighted NPS Survey to Create Salesforce Opportunity

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Delighted NPS Response to Create Salesforce Opportunity to Add to List

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Removed From List to Set Salesforce Campaign Member Status to Send Delighted NPS Survey

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Salesforce Field Changed to Add Salesforce Task to Send Delighted NPS Survey

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Salesforce Campaign Trigger to Send Delighted NPS Survey to Create Salesforce Opportunity

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Delighted NPS Response to Remove From List to Update Salesforce Field

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Delighted NPS Response to Check Lead Status to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Send Delighted NPS Survey

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Delighted NPS Response to Add to List to Assign Salesforce Lead

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Removed From List to Assign Salesforce Lead to Send Delighted NPS Survey

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List Trigger to Check Delighted NPS Response to Assign Salesforce Lead to Group

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Removed From List to Check Delighted NPS Response to Set Salesforce Campaign Member Status

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Showing 116 journey ideas for Salesforce, Delighted and Lists

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 Lists integration

Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Delighted integration and the Lists 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.
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.

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.
Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.

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.
Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.

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 Lists.