Delighted + SmartOffice

Delighted + SmartOffice integrations

Create SmartOffice contacts from new Delighted responses

Efficiently update your SmartOffice contacts with new responses from Delighted. With this workflow, whenever there's a new response in Delighted, it will create a new contact in your SmartOffice app, keeping your contact list up-to-date and easily accessible. Save time and effort by streamlining the contact management process with this simple automation.

When this happens...
New ResponseTriggers when a new response is received in this Delighted Project.
TriggerPolling
automatically do this!
Add ContactAdds an Individual Contact (i.e., a Person) to SmartOffice
ActionWrite

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More things you can do with Delighted and SmartOffice

Discover other triggers and actions you can use with Delighted and SmartOffice

New Response
Triggers when a new response is received in this Delighted Project.
Trigger
Polling
Try It
- Person ID
- Email
  Required
- Phone Number
- Name
- Properties
Action
Write
- Email
  Required
- Name
- Last Sent At
Action
Write
- Person ID
- Email
- Phone Number
Action
Write
- Email
  Required
- Name
- Delay
- Properties
Action
Write

- Email
  Required
Action
Write
- Platform ID
  Required
Action
Search

- Trend ID
- Groups
- Since
- Until
Action
Search
New Contact
Triggers when a contact is created in SmartOffice.
Trigger
Instant
Try It
- Subject
  Required
- Description
- Location
- Keywords
- Start Time
  Required
- End Time
  Required
- Primary Contact E-mail
- Participant E-mail
- Type
- Sub-Type
- Task
- All day
- Priority
- Status
- Custom Fields
Action
Write
- Last Name
  Required
- First Name
- Middle Name
- Title
- Greeting
- Source
- Sub-Source
- Birth Date
- Preferred Communication
- Gender
- Marital Status
- # of Children
- E-Mail Type
- E-Mail
- Nationality
- Agent Status
- Primary Language
- Tobacco Use
- Driver License #
- Driver License State
- Driver License Expiration Date
- Salary
- SS # (Social Security Number)
- Tax
- Total Income
- Net Worth
- Job Title
- Occupation
- Address Type
- Line 1
- Line 2
- City
- State
- ZIP/Postal Code
- Country
- Phone Type
- Full Phone Number
- Contact Type
- Last Name (Key Relation)
- First Name (Key Relation)
- Middle Name (Key Relation)
- Gender (Key Relation)
- Marital Status (Key Relation)
- E-mail Type (Key Relation)
- E-mail (Key Relation)
- Line 1 (Key Relation)
- Line 2 (Key Relation)
- City (Key Relation)
- State (Key Relation)
- Country (Key Relation)
- ZIP/Postal Code (Key Relation)
- Phone Type (Key Relation)
- Full Phone Number (Key Relation)
- Relationship
- Set Name
- Type
- Sub-Type
- Custom Fields
Action
Write
- Lead Type
  Required
- Stage
  Required
- Status
  Required
- Campaign Name
- Last Name
  Required
- First Name
- Middle Name
- Suffix
- Greeting
- Title
- Gender
- Employer
- Job Title
- Source
- Sub-Source
- Birth Date
- Age
- Tobacco Use
- Phone Type
- Full Phone Number
- E-mail Type
- E-mail
- Address Type
- Line 1
- Line 2
- City
- State
- ZIP/Postal Code
- Country
- Remarks
- SS#/Tax ID
- Potential
- Score
- Leads Follow-up
- Language
- Action
- Marital Status
- Occupation
- Salary
- Tax
- Distribution Type
- Priority
- Qualified
- Custom Fields
Action
Write
- Subject
  Required
- Start Date
  Required
- End Date
  Required
Action
Write

New Unsubscribe
Triggers when a person unsubscribes from Delighted surveys.
Trigger
Polling
Try It
- Person ID
- Email
- Phone Number
  Required
- Name
- Properties
Action
Write
- Person ID
  Required
- Created At
- Score
  Required
- Comment
- Properties
Action
Write
- Person ID
- Email
- Phone Number
Action
Write
- Phone Number
  Required
- Email
- Name
- Delay
- Properties
Action
Write
- Email
- Phone Number
Action
Search
- Platform ID
- Per Page
- Person ID
- Email
- Phone Number
Action
Search
- Email
  Required
- Phone Number
- Name
- Last Sent At
Action
Search or write
Update Contact
Triggers when a contact is updated in SmartOffice.
Trigger
Instant
Try It
- Business Name
  Required
- Abbreviation
- Source
- Sub-Source
- E-mail Type
- E-mail
- Address Type
- Line 1
- Line 2
- City
- State
- ZIP/Postal Code
- Country
- Phone Type
- Full Phone Number
- Last Name (Primary Contact)
- First Name (Primary Contact)
- Middle Name (Primary Contact)
- E-mail Type (Primary Contact)
- E-mail (Primary Contact)
- Line 1 (Primary Contact)
- Line 2 (Primary Contact)
- City (Primary Contact)
- State (Primary Contact)
- Country (Primary Contact)
- ZIP/Postal Code (Primary Contact)
- Phone Type (Primary Contact)
- Phone (Primary Contact)
- Role (Primary Contact)
- Type
- Sub-Type
- DBA
- # of Employees
- Revenue
- Established On
- Tax
- Fiscal Year
- Segment
- SIC
- County
- Industry
- Business Class
- Income
Action
Write
- Description
  Required
- Keyword
- Category
- Post URL Only
- URL
- MIME Type
- Contact E-mail
- Private
- Advice
Action
Write
- Notes
  Required
- Memo Date
- Keywords
- Contact E-mail
  Required
Action
Write

About Delighted

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

Learn moreLearn moreHelpHelp

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Forms & Surveys

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About SmartOffice

SmartOffice is a CRM solution that helps insurance agents and financial advisors manage and better understand their new and existing clients.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier