Ejection + Insightly + Pipedrive integration

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

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Marketing Automation ideas to integrate Ejection, Insightly and Pipedrive.

Check Insightly Opportunity Stage to Eject from Journey to Update Pipedrive Person Field

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Add Insightly Opportunity to Check Pipedrive Deal Field to Eject from Journey

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Check Insightly Opportunity Stage to Update Pipedrive Deal to Eject from Journey

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Insightly Opportunity Status Change to Schedule Pipedrive Activity to Eject from Journey

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Insightly Opportunity Status Change to Eject from Journey to Update Pipedrive Deal

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Pipedrive Deal Status Match to Eject from Journey to Create Insightly Project

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Check Insightly Opportunity Stage to Eject from Journey to Update Pipedrive Deal

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Check Insightly Contact Field to Eject from Journey to Schedule Pipedrive Activity

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

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Insightly Opportunity Status Change to Update Pipedrive Person Field to Eject from Journey

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Insightly Opportunity Status Change to Check Pipedrive Deal Stage to Eject from Journey

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Add Insightly Opportunity to Eject from Journey to Add Pipedrive Deal

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Check Insightly Contact Field to Check Pipedrive Deal Stage to Eject from Journey

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

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Insightly Opportunity Status Change to Add Pipedrive Deal to Eject from Journey

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

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Check Insightly Opportunity Stage to Eject from Journey to Schedule Pipedrive Activity

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

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

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Check Insightly Opportunity Stage to Eject from Journey to Add Pipedrive Note

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Showing 20 journey ideas for Ejection, Insightly and Pipedrive

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 Pipedrive integration

Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes. They realized that the CRM landscape was populated by software designed to please the top brass while ignoring the needs of the people doing the actual selling. The Pipedrive integration adds email marketing, lead nurturing and marketing automation capabilities to Pipedrive. It's an email marketing integration for Pipedrive that helps you nurture leads over the course of a long sales cycle.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Ejection integration, Insightly integration and the Pipedrive 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.
Person Field Match
Add a contact to a journey when a particular Pipedrive person field meets your criteria (e.g. contains a particular word).
Pipedrive Deal Status Match
Add a contact associated with a deal to a journey when the deal status matches your criteria.
Pipedrive Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.

Conditions

Check Pipedrive Person Field
Check if a Pipedrive person field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Pipedrive Deal Stage
Check the stage of the latest deal associated with a contact.
Check Pipedrive Deal Field
Check if a Pipedrive deal field is a specific value, or meets some other criteria (e.g. contains a particular word).

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.
Update Pipedrive Person Field
Update a Pipedrive person field to a specific value.
Update Pipedrive Deal
Update the pipeline, stage and/or status of a deal.
Assign Pipedrive Person Owner
Assign a person in Pipedrive. Supports round robin assignment.
Schedule Pipedrive Activity
Create a contextual Pipedrive activity.
Add Pipedrive Deal
Create a contextual Pipedrive deal.
Add Pipedrive Note
Create a contextual Pipedrive note.
Update Pipedrive Deal Field
Update a Pipedrive deal field to a specific value.

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 Pipedrive.