Ejection + Insightly Integration

Use Autopilot to automate and integrate Ejection and Insightly.

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Marketing Automation ideas to integrate Ejection and Insightly

Add Insightly Opportunity to Assign Insightly Task to Eject from Journey

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Check Insightly Opportunity Stage to Eject from Journey

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Add Insightly Opportunity to Eject from Journey

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Check Insightly Contact Field to Eject from Journey

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Check Insightly Contact Field to Eject from Journey

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Add Insightly Opportunity to Eject from Journey

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Add Insightly Opportunity to Eject from Journey

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Add Insightly Opportunity to Add Salesforce Task to Eject from Journey

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Person Field Changed to Eject from Journey to Assign Insightly Task

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Check Insightly Contact Field to Send Slack Message

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Add Insightly Opportunity to Eject from Journey

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Add Insightly Opportunity to Eject from Journey to Assign Insightly Owner

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Add Insightly Opportunity to Check Delighted NPS Response to Eject from Journey

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Insightly Opportunity Status Change to Eject from Journey

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Check Insightly Contact Field to Eject from Journey

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Check Insightly Contact Field to Eject from Journey to Send Slack Message

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Insightly Opportunity Status Change to Eject from Journey to Assign Insightly Task

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Add Insightly Opportunity to Eject from Journey

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Add Insightly Opportunity to Eject from Journey

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Add Insightly Opportunity to Eject from Journey to Send Slack Message

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Showing 20 of 442 Marketing Automation ideas using Autopilot's Ejection and Insightly integration.

About Ejection

Ejection provides the flexibility to use triggers and conditions to immediately disqualify or “eject” contacts from a journey. Voila. This allows you to simplify journeys by removing all those condition checks, easily manage all your targeting criteria in one canvas, and eliminate the dreaded “oops” email.

About Insightly

Grow your business faster than ever before by building stronger customer relationships over time, and exceeding expectations every step of the way.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in Ejection integration.

Triggers

Insightly Opportunity Status Change
Add a contact to a journey when the opportunity stage changes in Insightly.
Insightly Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Check Insightly Contact Field
Check for a specific value in a contact field.
Add Insightly Opportunity
Add a new opportunity against the contact in the journey.
Check Insightly Opportunity Stage
Check the opportunity stage with a true or false outcome.

Actions

Eject from Journey
Remove a contact from a journey.
Create Insightly Project
Creates a new project within Insightly.
Assign Insightly Owner
Assigns an owner or round robins ownership to a contact or lead.
Assign Insightly Task
Assigns a task on for a lead or contact.
Update Insightly Contact Field
Updates a field with a certain value associated against a contact in Insightly.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Ejection and Insightly.