Ejection + Insightly + LiveChat integration

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

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Marketing Automation ideas to integrate Ejection, Insightly and LiveChat.

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

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

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Add Insightly Opportunity to Assign Insightly Owner to Eject from Journey

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

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Add Insightly Opportunity to Eject from Journey to Assign Insightly Owner

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

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

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LiveChat Tag to Eject from Journey to Assign Insightly Task

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

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

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

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

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LiveChat Tag to Eject from Journey to Assign Insightly Owner

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

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

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

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LiveChat Tag to Update Insightly Contact Field 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 Contact Field Change to Assign Insightly Owner to Eject from Journey

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

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Showing 20 journey ideas for Ejection, Insightly and LiveChat

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 LiveChat integration

Automate what happens after a chat to close more leads and delight your customers. You can also segment leads and contacts based on how they are tagged in LiveChat, and capture fields in your chat surveys to Autopilot.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Ejection integration, Insightly integration and the LiveChat 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.
LiveChat Tag
Add a contact to a journey when they are tagged in LiveChat.

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 LiveChat.