Ejection + Insightly + Freshdesk integration

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

Upcoming
Upcoming

Marketing Automation ideas to integrate Ejection, Insightly and Freshdesk.

New Freshdesk Ticket to Eject from Journey to Update Insightly Contact Field

Try this free

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

Try this free

Freshdesk New Contact to Eject from Journey to Assign Insightly Owner

Try this free

Create New Freshdesk Ticket to Eject from Journey to Assign Insightly Owner

Try this free

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

Try this free

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

Try this free

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

Try this free

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

Try this free

Add Insightly Opportunity to Create Insightly Project to Eject from Journey

Try this free

Freshdesk New Contact to Eject from Journey to Create Insightly Project

Try this free

Add Insightly Opportunity to Freshdesk Ticket Status to Eject from Journey

Try this free

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

Try this free

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

Try this free

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

Try this free

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

Try this free

Check Insightly Opportunity Stage to Freshdesk Ticket Status to Eject from Journey

Try this free

Create New Freshdesk Ticket to Update Insightly Contact Field to Eject from Journey

Try this free

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

Try this free

New Freshdesk Ticket to Assign Insightly Owner to Eject from Journey

Try this free

Add Insightly Opportunity to Eject from Journey to Assign Insightly Owner

Try this free

Showing 20 journey ideas for Ejection, Insightly and Freshdesk

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 Freshdesk integration

Freshdesk is cloud-based customer support software. Freshdesk and Autopilot allow you to start journeys based on tickets matching certain criteria and follow up when people have had both positive and negative experiences. You can also add tickets automatically based on actions that happen in the customer journey.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Ejection integration, Insightly integration and the Freshdesk 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.
Freshdesk Ticket Updated
Triggers when a Freshdesk ticket is updated .
Freshdesk Contact Updated
Triggers when a Freshdesk contact is updated.
Freshdesk New Contact
When a new contact is added to Freshdesk the journey is triggered.
New Freshdesk Ticket
Triggers when a new Freshdesk ticket is submitted or created. Can be filtered to match certain criteria.
Create New Freshdesk Ticket
Creates a new Freshdesk Ticket.

Conditions

Freshdesk Ticket Status
Checks the most recent ticket status with multiple outcomes.

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.
Freshdesk Update Ticket
Updates the latest ticket with new information or a status.

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 Freshdesk.