Facebook + Insightly + Email integration
Use Autopilot to create journeys that use the Facebook, Insightly and Email integrations.
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Marketing Automation ideas to integrate Facebook, Insightly and Email.
Check Insightly Contact Field to Create Insightly Project to Add to Facebook Custom Audience
Check Insightly Opportunity Stage to Has Submitted Facebook Lead Ad to Send Email
Email Activity to Remove From Facebook Custom Audience to Update Insightly Contact Field
Facebook Lead Ad Submitted to Has Submitted Facebook Lead Ad to Update Insightly Contact Field
Check Insightly Opportunity Stage to Remove From Facebook Custom Audience to Assign Insightly Task
Insightly Contact Field Change to Add to Facebook Custom Audience to Assign Insightly Owner
Check Insightly Opportunity Stage to Send Email to Add to Facebook Custom Audience
Check Insightly Opportunity Stage to Add to Facebook Custom Audience to Create Insightly Project
Check Insightly Contact Field to Add to Facebook Custom Audience to Assign Insightly Task
Facebook Lead Ad Submitted to Remove From Facebook Custom Audience to Update Insightly Contact Field
Insightly Contact Field Change to Add to Facebook Custom Audience to Create Insightly Project
Insightly Opportunity Status Change to Add to Facebook Custom Audience to Update Insightly Contact Field
Insightly Opportunity Status Change to Add to Facebook Custom Audience to Send Email
Check Insightly Opportunity Stage to Add to Facebook Custom Audience to Send Email
Facebook Lead Ad Submitted to Assign Insightly Task to Add to Facebook Custom Audience
Insightly Contact Field Change to Check Email Status to Add to Facebook Custom Audience
Check Insightly Contact Field to Assign Insightly Owner to Remove From Facebook Custom Audience
Check Insightly Contact Field to Add to Facebook Custom Audience to Assign Insightly Owner
Add Insightly Opportunity to Check Email Status to Add to Facebook Custom Audience
Facebook Lead Ad Submitted to Assign Insightly Owner to Add to Facebook Custom Audience
Showing 20 journey ideas for Facebook, Insightly and Email
About the Facebook integration
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 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 Email integration
Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more. You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more. Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Facebook integration, Insightly integration and the Email integration.
Journey 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.
Email Activity
Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.
Conditions
Has Submitted Facebook Lead Ad
Check if a contact has previously submitted a specific Facebook Lead Ad.
Check Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).
Journey 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.
Send Email
Send a contact a personalized marketing or transactional email.
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, Insightly and Email.
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