Facebook + Insightly Integration

Use Autopilot to automate and integrate Facebook and Insightly.

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Marketing Automation ideas to integrate Facebook and Insightly

Check Insightly Contact Field to Add to Facebook Custom Audience to Assign Insightly Task

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Insightly Contact Field Change to Remove From Facebook Custom Audience to Set Salesforce Campaign Member Status

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Add Insightly Opportunity to Add to Facebook Custom Audience

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Insightly Opportunity Status Change to Add to Facebook Custom Audience

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Insightly Contact Field Change to Remove From Facebook Custom Audience

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Insightly Opportunity Status Change to Remove From Facebook Custom Audience

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Insightly Contact Field Change to Remove From Facebook Custom Audience

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Facebook Lead Ad Submitted to Check Pipedrive Deal Stage to Update Insightly Contact Field

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Salesforce Field Changed to Add to Facebook Custom Audience to Assign Insightly Task

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Check Insightly Contact Field to Add to Facebook Custom Audience to Remove From List

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Check Insightly Contact Field to Add to Facebook Custom Audience to Set Salesforce Campaign Member Status

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Check Insightly Opportunity Stage to Check Pipedrive Person Field to Remove From Facebook Custom Audience

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Check Insightly Opportunity Stage to Add to Facebook Custom Audience to Send Email

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Insightly Opportunity Status Change to Update Salesforce Field

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Insightly Contact Field Change to Has Submitted Facebook Lead Ad to Send Email

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Facebook Lead Ad Submitted to Send Email to Create Insightly Project

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Add Insightly Opportunity to Remove From List

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Insightly Contact Field Change to Add to Facebook Custom Audience

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Facebook Lead Ad Submitted to Assign Insightly Task

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Facebook Lead Ad Submitted to Remove From List

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Showing 20 of 1506 Marketing Automation ideas using Autopilot's Facebook and Insightly integration.

About Facebook

Facebook is an online social networking service that allows its users to connect with friends and family as well as make new connections. It provides its users with the ability to create a profile, update information, add images, send friend requests, and accept requests from other users. Its features include status update, photo tagging and sharing, and more.

About Insightly

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 Facebook integration.

Triggers

Facebook Lead Ad Submitted
Add a contact to a journey when they submit a Facebook Lead Ad.
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 Submitted Facebook Lead Ad
Check if a contact has previously submitted a specific Facebook Lead Ad.

Actions

Remove From Facebook Custom Audience
Remove a contact from a Facebook Custom Audience.
Add to Facebook Custom Audience
Add a contact to a Facebook Custom Audience.
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 Facebook and Insightly.