Facebook + Insightly + Freshdesk integration

Use Autopilot to create journeys that use the Facebook, Insightly and Freshdesk integrations.

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Marketing Automation ideas to integrate Facebook, Insightly and Freshdesk.

New Freshdesk Ticket to Has Submitted Facebook Lead Ad to Assign Insightly Owner

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Insightly Contact Field Change to Update Insightly Contact Field to Remove From Facebook Custom Audience

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Check Insightly Contact Field to Freshdesk Ticket Status to Remove From Facebook Custom Audience

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Insightly Contact Field Change to Add to Facebook Custom Audience to Create Insightly Project

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Facebook Lead Ad Submitted to Update Insightly Contact Field to Freshdesk Update Ticket

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Freshdesk Contact Updated to Add to Facebook Custom Audience to Update Insightly Contact Field

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Insightly Contact Field Change to Assign Insightly Owner to Remove From Facebook Custom Audience

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Create New Freshdesk Ticket to Remove From Facebook Custom Audience to Assign Insightly Owner

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New Freshdesk Ticket to Update Insightly Contact Field to Add to Facebook Custom Audience

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Insightly Opportunity Status Change to Create Insightly Project to Remove From Facebook Custom Audience

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Freshdesk New Contact to Create Insightly Project to Add to Facebook Custom Audience

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Insightly Opportunity Status Change to Add to Facebook Custom Audience to Update Insightly Contact Field

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Add Insightly Opportunity to Update Insightly Contact Field to Remove From Facebook Custom Audience

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Insightly Opportunity Status Change to Has Submitted Facebook Lead Ad to Create Insightly Project

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Add Insightly Opportunity to Add to Facebook Custom Audience to Update Insightly Contact Field

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New Freshdesk Ticket to Has Submitted Facebook Lead Ad to Create Insightly Project

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Insightly Contact Field Change to Has Submitted Facebook Lead Ad to Assign Insightly Task

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Facebook Lead Ad Submitted to Has Submitted Facebook Lead Ad to Assign Insightly Task

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Freshdesk New Contact to Add to Facebook Custom Audience to Assign Insightly Owner

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Check Insightly Contact Field to Remove From Facebook Custom Audience to Freshdesk Update Ticket

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Showing 20 journey ideas for Facebook, Insightly and Freshdesk

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 Freshdesk integration

Freshdesk is cloud-based customer support software. Freshdesk and Autopilot allow you to start journeys based on tickets matching certain criteria and follow up when people have had both positive and negative experiences. You can also add tickets automatically based on actions that happen in the customer journey.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Facebook integration, Insightly integration and the Freshdesk 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.
Freshdesk Ticket Updated
Triggers when a Freshdesk ticket is updated .
Freshdesk Contact Updated
Triggers when a Freshdesk contact is updated.
Freshdesk New Contact
When a new contact is added to Freshdesk the journey is triggered.
New Freshdesk Ticket
Triggers when a new Freshdesk ticket is submitted or created. Can be filtered to match certain criteria.
Create New Freshdesk Ticket
Creates a new Freshdesk Ticket.

Conditions

Has Submitted Facebook Lead Ad
Check if a contact has previously submitted a specific Facebook Lead Ad.
Freshdesk Ticket Status
Checks the most recent ticket status with multiple outcomes.

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.
Freshdesk Update Ticket
Updates the latest ticket with new information or a status.

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 Freshdesk.