Ejection + Insightly + Base CRM integration

Use Autopilot to create journeys that use the Ejection, Insightly and Base CRM integrations.

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Marketing Automation ideas to integrate Ejection, Insightly and Base CRM.

Add Insightly Opportunity to Eject from Journey to Update Base Contact Field

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

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Assign Base Task to Eject from Journey to Create Insightly Project

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Add Insightly Opportunity to Assign Base Contact Owner to Eject from Journey

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Insightly Contact Field Change to Check Base Deal Stage to Eject from Journey

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Add a Base Deal to Eject from Journey to Create Insightly Project

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Add Insightly Opportunity to Eject from Journey to Update Insightly Contact Field

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Check Insightly Contact Field to Eject from Journey to Assign Insightly Owner

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Check Insightly Opportunity Stage to Assign Base Contact Owner to Eject from Journey

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Check Insightly Opportunity Stage to Eject from Journey to Assign Insightly Task

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Insightly Opportunity Status Change to Assign Base Contact Owner to Eject from Journey

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Add a Base Deal to Eject from Journey to Assign Insightly Owner

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Check Insightly Contact Field to Assign Insightly Task to Eject from Journey

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Check Insightly Opportunity Stage to Eject from Journey to Update Base Contact Field

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Add Insightly Opportunity to Check Base Deal Stage to Eject from Journey

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Assign Base Task to Eject from Journey to Update Insightly Contact Field

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Check Insightly Opportunity Stage to Check Base Contact Field to Eject from Journey

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Assign Base Task to Assign Insightly Owner to Eject from Journey

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Check Insightly Contact Field to Eject from Journey to Assign Insightly Task

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Add Insightly Opportunity to Update Insightly Contact Field to Eject from Journey

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Showing 20 journey ideas for Ejection, Insightly and Base CRM

About the Ejection integration

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 the Insightly integration

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

About the Base CRM integration

Base built the first scientific sales platform that empowers businesses to grow revenue in a way that’s measurable, repeatable and scalable. Unlike legacy cloud CRM and sales force automation systems, Base offers an all-in-one solution that increases rep adoption rates and data capture across devices. With the ability to analyze big data trends in real-time, Base’s Apollo provides sales leaders with the actionable, quantifiable insights they need to accelerate performance.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Ejection integration, Insightly integration and the Base CRM integration.

Journey 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.
Add a Base Deal
Add a new deal against the contact in the journey.
Base Deal Stage Change
Add a contact to a journey when the deal stage changes in Base CRM.
Base Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Assign Base Task
Assigns a task for a lead or contact.

Conditions

Check Base Deal Stage
Check the deal stage with a true or false outcome.
Check Base Contact Field
Check for a specific value in a contact field.

Journey 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.
Assign Base Contact Owner
Assigns an owner or round robins ownership to a contact.
Update Base Contact Field
Updates a field with a certain value associated against a contact in Base CRM.

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, Insightly and Base CRM.