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Automatically trigger Delighted surveys based on events in Agile CRM for instant feedback. Latenode’s visual editor lets you customize workflows with JavaScript and scale affordably by paying only for execution time.
Connect Agile CRM and Delighted in minutes with Latenode.
Create Agile CRM to Delighted workflow
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Agile CRM
Delighted
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Create a New Scenario to Connect Agile CRM and Delighted
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Agile CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Agile CRM or Delighted will be your first step. To do this, click "Choose an app," find Agile CRM or Delighted, and select the appropriate trigger to start the scenario.
Add the Agile CRM Node
Select the Agile CRM node from the app selection panel on the right.
Agile CRM
Configure the Agile CRM
Click on the Agile CRM node to configure it. You can modify the Agile CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Delighted Node
Next, click the plus (+) icon on the Agile CRM node, select Delighted from the list of available apps, and choose the action you need from the list of nodes within Delighted.
Agile CRM
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Delighted
Authenticate Delighted
Now, click the Delighted node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Delighted settings. Authentication allows you to use Delighted through Latenode.
Configure the Agile CRM and Delighted Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Agile CRM and Delighted Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Delighted
Trigger on Webhook
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Agile CRM
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Agile CRM, Delighted, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Agile CRM and Delighted integration works as expected. Depending on your setup, data should flow between Agile CRM and Delighted (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Delighted + Agile CRM + Slack: When a new negative response is received in Delighted, the automation creates a note in Agile CRM for the respective contact and sends a notification to a dedicated Slack channel, informing the sales team about the unhappy customer.
Delighted + Agile CRM + Google Sheets: After a new response is captured in Delighted, the automation retrieves the corresponding contact details from Agile CRM and adds both the survey response and customer data to a new row in Google Sheets for comprehensive analysis.
About Agile CRM
Sync Agile CRM data in Latenode to automate sales workflows. Update deals, contacts, or tasks based on triggers from other apps. Enrich CRM data using AI, route leads intelligently, and build custom reports — all within visual Latenode flows. Cut CRM admin overhead and ensure data consistency.
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About Delighted
Automate feedback loops with Delighted in Latenode. Send surveys post-interaction and instantly act on results. Route scores to your team's Slack, update records in your CRM, or trigger follow-ups based on sentiment. Build adaptable workflows with no-code tools, custom logic, and AI — all without per-step costs.
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How can I connect my Agile CRM account to Delighted using Latenode?
To connect your Agile CRM account to Delighted on Latenode, follow these steps:
Can I trigger surveys after deal stage changes?
Yes, you can! Latenode allows you to automatically trigger Delighted surveys based on deal stage updates in Agile CRM, ensuring timely feedback and improved customer insights, all without coding.
What types of tasks can I perform by integrating Agile CRM with Delighted?
Integrating Agile CRM with Delighted allows you to perform various tasks, including:
Can I use custom JavaScript with Agile CRM integration?
Yes, you can enhance your Agile CRM integration with custom JavaScript code blocks in Latenode for advanced data manipulation and complex automation scenarios.
Are there any limitations to the Agile CRM and Delighted integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: