Ejection + Insightly + Email integration

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

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Marketing Automation ideas to integrate Ejection, Insightly and Email.

Email Activity to Assign Insightly Owner to Eject from Journey

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Insightly Opportunity Status Change to Check Email Status to Eject from Journey

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Add Insightly Opportunity to Send Email to Eject from Journey

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Insightly Opportunity Status Change to Eject from Journey to Create Insightly Project

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Check Insightly Contact Field to Send Email to Eject from Journey

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Check Insightly Opportunity Stage to Send Email to Eject from Journey

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

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Add Insightly Opportunity to Eject from Journey to Send Email

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Add Insightly Opportunity to Assign Insightly Owner to Eject from Journey

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Insightly Contact Field Change to Send Email to Eject from Journey

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

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Insightly Opportunity Status Change to Eject from Journey to Send Email

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Insightly Opportunity Status Change to Eject from Journey to Update Insightly Contact Field

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Email Activity to Update Insightly Contact Field to Eject from Journey

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Insightly Opportunity Status Change to Create Insightly Project to Eject from Journey

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

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Check Insightly Contact Field to Check Email Status to Eject from Journey

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Check Insightly Opportunity Stage to Check Email Status to Eject from Journey

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

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Email Activity to Eject from Journey to Assign Insightly Task

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Showing 20 journey ideas for Ejection, Insightly and Email

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 Email integration

Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more. You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more. Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Ejection integration, Insightly integration and the Email 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.
Email Activity
Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.

Conditions

Check Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).

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.
Send Email
Send a contact a personalized marketing or transactional email.

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 Email.