Salesforce + Smart Segments + Delighted integration

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

Marketing Automation ideas to integrate Salesforce, Smart Segments and Delighted.

Smart Segment Trigger to Create Salesforce Opportunity to Send Delighted NPS Survey

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Smart Segment Trigger to Assign Salesforce Lead to Send Delighted NPS Survey

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

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Smart Segment Trigger to Add Salesforce Task to Send Delighted NPS Survey

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Smart Segment Trigger to Check Salesforce Field to Send Delighted NPS Survey

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Smart Segment Trigger to Check Salesforce Campaign Member Status to Send Delighted NPS Survey

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Smart Segment Trigger to Assign Salesforce Lead to Group to Send Delighted NPS Survey

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Smart Segment Trigger to Update Salesforce Field to Send Delighted NPS Survey

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Smart Segment Trigger to Send Delighted NPS Survey to Create Salesforce Opportunity

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Smart Segment Trigger to Send Delighted NPS Survey to Assign Salesforce Lead

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

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Smart Segment Trigger to Send Delighted NPS Survey to Add Salesforce Task

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Smart Segment Trigger to Send Delighted NPS Survey to Assign Salesforce Lead to Group

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Smart Segment Trigger to Send Delighted NPS Survey to Update Salesforce Field

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Smart Segment Trigger to Check Delighted NPS Response to Create Salesforce Opportunity

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Smart Segment Trigger to Check Delighted NPS Response to Assign Salesforce Lead

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Smart Segment Trigger to Check Delighted NPS Response to Set Salesforce Campaign Member Status

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Smart Segment Trigger to Check Delighted NPS Response to Add Salesforce Task

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Smart Segment Trigger to Check Delighted NPS Response to Assign Salesforce Lead to Group

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Smart Segment Trigger to Check Delighted NPS Response to Update Salesforce Field

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Smart Segment Trigger to Add Salesforce Task to Send Delighted NPS Survey

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Smart Segment Trigger to Check Delighted NPS Response to Create Salesforce Opportunity

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Smart Segment Trigger to Check Delighted NPS Response to Update Salesforce Field

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Smart Segment Trigger to Check Delighted NPS Response to Add Salesforce Task

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Smart Segment Trigger to Assign Salesforce Lead to Group to Send Delighted NPS Survey

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Smart Segment Trigger to Check Salesforce Campaign Member Status to Send Delighted NPS Survey

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Smart Segment Trigger to Assign Salesforce Lead to Send Delighted NPS Survey

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Smart Segment Trigger to Check Delighted NPS Response to Assign Salesforce Lead to Group

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Smart Segment Trigger to Send Delighted NPS Survey to Assign Salesforce Lead

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Smart Segment Trigger to Send Delighted NPS Survey to Create Salesforce Opportunity

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Smart Segment Trigger to Update Salesforce Field to Send Delighted NPS Survey

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Smart Segment Trigger to Send Delighted NPS Survey to Update Salesforce Field

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

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Smart Segment Trigger to Create Salesforce Opportunity to Send Delighted NPS Survey

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Smart Segment Trigger to Send Delighted NPS Survey to Assign Salesforce Lead to Group

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Smart Segment Trigger to Check Delighted NPS Response to Assign Salesforce Lead

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

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Smart Segment Trigger to Check Delighted NPS Response to Set Salesforce Campaign Member Status

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Smart Segment Trigger to Check Salesforce Field to Send Delighted NPS Survey

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Smart Segment Trigger to Send Delighted NPS Survey to Add Salesforce Task

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Showing 40 journey ideas for Salesforce, Smart Segments 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 Smart Segments integration

Targeting the right people with the right message has never been this easy. Easily segment and engage your leads and customers based on any combination of field values, behaviors, list memberships and much more. Add them to journeys automatically when they meet your criteria.

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, Smart Segments 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).
Smart Segment Trigger
Add contacts on a smart segment to a journey.
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.

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, Smart Segments and Delighted.