Delighted + Insightly Integrations

How to connect Delighted + Insightly

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Supported triggers and actions

What does this mean?

New Response
Triggers when a new response is received in this Delighted Project.
Trigger
Scheduled
New Unsubscribe
Triggers when a person unsubscribes from Delighted surveys.
Trigger
Scheduled
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
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
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
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
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
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

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

Connect apps

Connect Delighted + Insightly

About Delighted

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

Learn more

Related categories

Forms & Surveys

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