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  • Insightly logoInsightly logo

Delighted + Insightly Integrations

How to connect Delighted + Insightly

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  • Delighted triggers, actions, and search
    New Response
    Triggers when a new response is received in this Delighted Project.
    Trigger
    Scheduled
  • Delighted triggers, actions, and search
    New Unsubscribe
    Triggers when a person unsubscribes from Delighted surveys.
    Trigger
    Scheduled
  • Delighted triggers, actions, and search
    Add Person to Email Autopilot
    Adds a person to the Email platform Autopilot list and schedules a survey for future sending. Updates the person's properties if the person is already in the Autopilot list.
    Action
    Write
  • Delighted triggers, actions, and search
    Add Person to SMS Autopilot
    Adds a person to the SMS platform Autopilot list and schedules a survey for future sending. Updates the person's properties if the person is already in the Autopilot list.
    Action
    Write
  • Delighted triggers, actions, and search
    Add Person
    Creates a person in Delighted but does not send a survey. Only use this Action if you plan on programmatically adding responses to Delighted. Otherwise, use our Actions for "Send Email Survey" or "Send SMS Survey" to actually dispatch a survey.
    Action
    Write
  • Delighted triggers, actions, and search
    Add Response
    Creates a response in Delighted. This should only be used if programmatically adding responses to Delighted (ex. using our Add Person + Add Response Zaps). Otherwise, use our "Send Email Survey" or "Send SMS Survey" Actions to dispatch a survey. Adding responses requires a person ID and score at minimum.
    Action
    Write
  • Delighted triggers, actions, and search
    Remove Person From Email Autopilot
    Removes a person from the Email platform Autopilot list and cancels all related scheduled surveys. Does not affect any historical responses.
    Action
    Write
  • Delighted triggers, actions, and search
    Remove Person From SMS Autopilot
    Removes a person from the SMS platform Autopilot list and cancels all related scheduled surveys. Does not affect any historical responses.
    Action
    Write
  • Delighted

    Sends an Email platform survey

    Scheduled

    Action

  • Delighted

    Send SMS platform survey

    Scheduled

    Action

  • Delighted

    Add a person to your unsubscribe list.

    Scheduled

    Action

  • Delighted

    Finds a Person record in your Delighted instance. Not required if you're adding a person using the "Add Person" Action.

    Scheduled

    Action

  • Delighted

    Retrieves the current Autopilot configuration for the desired platform (Email or SMS).

    Scheduled

    Action

  • Delighted

    List all Autopilot memberships for the desired platform (Email or SMS), or list the Autopilot membership status for one specific person within the desired platform.

    Scheduled

    Action

  • Delighted

    Provides your account's metrics for a specific Project. By default, we'll return results based on your

    Scheduled

    Action

  • Delighted

    Finds a Person record in your Delighted instance. Not required if you're adding a person using the "Add Person" Action.

    Scheduled

    Action

  • Insightly

    Triggers when a record is deleted.

    Instant

    Trigger

  • Insightly

    Triggers when a new record is created.

    Instant

    Trigger

  • Insightly

    Triggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).

    Instant

    Trigger

  • Insightly

    Triggers when a record is updated.

    Instant

    Trigger

  • Insightly

    Creates a Record

    Scheduled

    Action

  • Insightly

    Updates a Record

    Scheduled

    Action

  • Insightly

    Finds an existing Record

    Scheduled

    Action

How Delighted + Insightly Integrations Work

  1. Step 1: Authenticate Delighted and Insightly.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
delighted logo
delighted logo

About Delighted

Delighted is the easiest and most beautiful way to measure customer happiness.
Learn more

Related categories

insightly logo
insightly logo

About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.
Learn more

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