Ejection + Page Visit Tracking + Insightly integration
Use Autopilot to create journeys that use the Ejection, Page Visit Tracking and Insightly integrations.
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Marketing Automation ideas to integrate Ejection, Page Visit Tracking and Insightly.
Page Visited to Assign Insightly Task to Eject from Journey
Page Visited to Eject from Journey to Create Insightly Project
Page Visited to Eject from Journey to Assign Insightly Task
Insightly Opportunity Status Change to Has Visited Page to Eject from Journey
Page Visited to Eject from Journey to Update Insightly Contact Field
Add Insightly Opportunity to Has Visited Page to Eject from Journey
Page Visited to Assign Insightly Owner to Eject from Journey
Page Visited to Eject from Journey to Assign Insightly Owner
Check Insightly Contact Field to Has Visited Page to Eject from Journey
Page Visited to Create Insightly Project to Eject from Journey
Check Insightly Opportunity Stage to Has Visited Page to Eject from Journey
Insightly Contact Field Change to Has Visited Page to Eject from Journey
Page Visited to Update Insightly Contact Field to Eject from Journey
Page Visited to Has Visited Page to Eject from Journey
Showing 14 journey ideas for Ejection, Page Visit Tracking and Insightly
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 Page Visit Tracking integration
Track what leads and customers do on your website, landing pages, store, blog, knowledge base or app. Then trigger journeys using these activities.
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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Ejection integration, Page Visit Tracking integration and the Insightly integration.
Journey Triggers
Page Visited
Add a contact to a journey when they visit a specific page, or a page that meets some other criteria (e.g. contains a particular word).
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.
Conditions
Has Visited Page
Check if a contact has visited a specific page, or a page that 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.
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, Page Visit Tracking and Insightly.
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