Ejection + Insightly + Lists integration

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

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Marketing Automation ideas to integrate Ejection, Insightly and Lists.

Insightly Opportunity Status Change to Eject from Journey to Remove From List

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

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

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Check Insightly Contact Field to Remove From List to Eject from Journey

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Insightly Contact Field Change to Eject from Journey to Add to List

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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 Add to List to Eject from Journey

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Add Insightly Opportunity to Create Insightly Project to Eject from Journey

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

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Check Insightly Opportunity Stage to Remove From List to Eject from Journey

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List Trigger to Eject from Journey to Assign Insightly Task

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Removed From List to Eject from Journey to Assign Insightly Owner

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

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List Trigger to Create Insightly Project to Eject from Journey

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Removed From List to Eject from Journey to Assign Insightly Task

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

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Insightly Contact Field Change to Create Insightly Project to Eject from Journey

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Add Insightly Opportunity to Eject from Journey to Remove From List

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

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Insightly Opportunity Status Change to Is on List or Segment to Eject from Journey

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Showing 20 journey ideas for Ejection, Insightly and Lists

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 Lists integration

Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Ejection integration, Insightly integration and the Lists 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.
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.

Conditions

Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.

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.
Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.

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 Lists.