Connect Delighted and Close to Build Intelligent Automations

Choose a Trigger

Delighted

When this happens...

Choose an Action

Close

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Response

New Response

Triggers when a new response is received in this delighted project

New Unsubscribe

New Unsubscribe

Triggers when a person unsubscribes from delighted account

New Call

New Call

Triggers when a new Call is created or completed.

New Contact

New Contact

Triggers when a new contact is created.

New Email

New Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

New Lead

New Lead

Triggers when a new lead is created.

Do thisActions

Action is the task that follows automatically within your Delighted integrations.

Get Response Metrics

Get Response Metrics

Provides your account metrics for a specific project.

List people in Autopilot

List people in Autopilot

Retrieve all Autopilot memberships for a distribution platform in your project, or list the Autopilot membership for one specific person within a platform.

Getting Autopilot configuration

Getting Autopilot configuration

Retrieve the current Autopilot configuration for for the designated distribution platform.

Find a person

Find a person

find a person by email or phone number. Optionally creates a person if none is found.

Unsubscribe Person

Unsubscribe Person

Add a person to your unsubscribe list.

Send Email Survey

Send Email Survey

Send Email Platform Survey

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Frequently Asked Questions

How do I start an integration between Delighted and Close?

To start, connect both your Delighted and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in Delighted triggers actions in Close (or vice versa).

Can we customize how data from Delighted is recorded in Close?

Absolutely. You can customize how Delighted data is recorded in Close. This includes choosing which data fields go into which fields of Close, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Delighted and Close?

The data sync between Delighted and Close typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Delighted to Close?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Delighted and Close?

Yes, you can set conditional logic to control the flow of data between Delighted and Close. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Delighted

About Delighted

Delighted is a customer feedback platform that helps businesses gather and analyze customer satisfaction data through surveys and other feedback mechanisms.

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Close

About Close

Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.

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