Ejection + Insightly + Intercom integration

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

Upcoming

Marketing Automation ideas to integrate Ejection, Insightly and Intercom.

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

Try this free

New Intercom User to Update Insightly Contact Field to Eject from Journey

Try this free

Intercom Tag to Update Insightly Contact Field 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 Assign Insightly Task

Try this free

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

Try this free

Add Insightly Opportunity to Create Insightly Project to Eject from Journey

Try this free

New Intercom Lead to Eject from Journey to Assign Insightly Task

Try this free

New Intercom User to Assign Insightly Owner to Eject from Journey

Try this free

Check Insightly Opportunity Stage to Eject from Journey to Create Insightly Project

Try this free

New Intercom User to Assign Insightly Task to Eject from Journey

Try this free

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

Try this free

Add Intercom Tag to Assign Insightly Task to Eject from Journey

Try this free

New Intercom User to Eject from Journey to Create Insightly Project

Try this free

Add Intercom Tag to Update Insightly Contact Field to Eject from Journey

Try this free

Intercom Tag to Assign Insightly Owner to Eject from Journey

Try this free

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

Try this free

New Intercom User to Create Insightly Project to Eject from Journey

Try this free

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

Try this free

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

Try this free

Showing 20 journey ideas for Ejection, Insightly and Intercom

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 Intercom integration

Combine the power of Intercom and Autopilot and create a seamless experience for your leads and users. You can add new Intercom leads and users to Autopilot automatically, trigger Autopilot journeys when someone is tagged in Intercom, add Autopilot contacts to Intercom, and tag leads or users in Intercom based on what occurs in an Autopilot journey, so you can take a follow-up action in Intercom.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Ejection integration, Insightly integration and the Intercom 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 Intercom Tag
Tag an Intercom lead or user.
New Intercom User
Add any new Intercom user to a journey.
New Intercom Lead
Add any new Intercom lead to a journey.
Intercom Tag
Add an Intercom lead or user to a journey when they are tagged in Intercom.

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.

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 Intercom.