Salesforce + Recurly + Delighted integration
Use Autopilot to create journeys that use the Salesforce, Recurly and Delighted integrations.
Marketing Automation ideas to integrate Salesforce, Recurly and Delighted.
Recurly Subscription to Create Salesforce Opportunity to Send Delighted NPS Survey
Recurly Subscription to Assign Salesforce Lead to Send Delighted NPS Survey
Recurly Subscription to Set Salesforce Campaign Member Status to Send Delighted NPS Survey
Recurly Subscription to Add Salesforce Task to Send Delighted NPS Survey
Recurly Subscription to Check Salesforce Field to Send Delighted NPS Survey
Recurly Subscription to Check Salesforce Campaign Member Status to Send Delighted NPS Survey
Recurly Subscription to Assign Salesforce Lead to Group to Send Delighted NPS Survey
Recurly Subscription to Update Salesforce Field to Send Delighted NPS Survey
Recurly Subscription to Send Delighted NPS Survey to Create Salesforce Opportunity
Recurly Subscription to Send Delighted NPS Survey to Assign Salesforce Lead
Recurly Subscription to Send Delighted NPS Survey to Set Salesforce Campaign Member Status
Recurly Subscription to Send Delighted NPS Survey to Add Salesforce Task
Recurly Subscription to Send Delighted NPS Survey to Assign Salesforce Lead to Group
Recurly Subscription to Send Delighted NPS Survey to Update Salesforce Field
Recurly Subscription to Check Delighted NPS Response to Create Salesforce Opportunity
Recurly Subscription to Check Delighted NPS Response to Assign Salesforce Lead
Recurly Subscription to Check Delighted NPS Response to Set Salesforce Campaign Member Status
Recurly Subscription to Check Delighted NPS Response to Add Salesforce Task
Recurly Subscription to Check Delighted NPS Response to Assign Salesforce Lead to Group
Recurly Subscription to Check Delighted NPS Response to Update Salesforce Field
Recurly Subscription to Assign Salesforce Lead to Group to Send Delighted NPS Survey
Recurly Subscription to Send Delighted NPS Survey to Set Salesforce Campaign Member Status
Recurly Subscription to Send Delighted NPS Survey to Create Salesforce Opportunity
Recurly Subscription to Send Delighted NPS Survey to Assign Salesforce Lead
Recurly Subscription to Send Delighted NPS Survey to Update Salesforce Field
Recurly Subscription to Send Delighted NPS Survey to Assign Salesforce Lead to Group
Recurly Subscription to Check Salesforce Campaign Member Status to Send Delighted NPS Survey
Recurly Subscription to Check Delighted NPS Response to Set Salesforce Campaign Member Status
Recurly Subscription to Check Delighted NPS Response to Assign Salesforce Lead
Recurly Subscription to Update Salesforce Field to Send Delighted NPS Survey
Recurly Subscription to Send Delighted NPS Survey to Add Salesforce Task
Recurly Subscription to Create Salesforce Opportunity to Send Delighted NPS Survey
Recurly Subscription to Check Delighted NPS Response to Assign Salesforce Lead to Group
Recurly Subscription to Check Delighted NPS Response to Add Salesforce Task
Recurly Subscription to Add Salesforce Task to Send Delighted NPS Survey
Recurly Subscription to Assign Salesforce Lead to Send Delighted NPS Survey
Recurly Subscription to Check Delighted NPS Response to Create Salesforce Opportunity
Recurly Subscription to Set Salesforce Campaign Member Status to Send Delighted NPS Survey
Recurly Subscription to Check Delighted NPS Response to Update Salesforce Field
Recurly Subscription to Check Salesforce Field to Send Delighted NPS Survey
Showing 40 journey ideas for Salesforce, Recurly and Delighted
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 Recurly integration
Our Recurly integration syncs all of your customer data and invoices allowing you deep insights into your SaaS metrics. We automatically create dashboards which help you gain actionable insights into your customer base. Most importantly, Autopilot lets you take ACTION on this data through email marketing campaigns and playbooks which help you grow your audience and make more money.
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 Salesforce integration, Recurly integration and the Delighted 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).
Recurly Subscription
Add a contact to a journey when their Recurly subscription status meets your criteria.
Delighted NPS Response
Trigger a journey based on an NPS Response grouped by Promoter, Passive or Detractor.
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.
