Facebook + Insightly + Lists integration

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

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Marketing Automation ideas to integrate Facebook, Insightly and Lists.

Insightly Opportunity Status Change to Assign Insightly Owner to Add to Facebook Custom Audience

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List Trigger to Assign Insightly Owner to Remove From Facebook Custom Audience

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

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

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

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Facebook Lead Ad Submitted to Remove From List to Assign Insightly Task

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Add Insightly Opportunity 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 Assign Insightly Task

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Facebook Lead Ad Submitted 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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Facebook Lead Ad Submitted to Update Insightly Contact Field to Remove From List

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Facebook Lead Ad Submitted to Add to Facebook Custom Audience to Update Insightly Contact Field

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Add Insightly Opportunity to Has Submitted Facebook Lead Ad to Create Insightly Project

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Insightly Contact Field Change to Add to Facebook Custom Audience to Assign Insightly Owner

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Insightly Contact Field Change to Is on List or Segment to Remove From Facebook Custom Audience

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Removed From List to Remove From Facebook Custom Audience to Create Insightly Project

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Facebook Lead Ad Submitted to Is on List or Segment to Assign Insightly Owner

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

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Check Insightly Contact Field to Is on List or Segment to Add to Facebook Custom Audience

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Facebook Lead Ad Submitted to Assign Insightly Owner to Add to List

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Showing 20 journey ideas for Facebook, Insightly and Lists

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 Lists integration

Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Facebook integration, Insightly integration and the Lists 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.
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.

Conditions

Has Submitted Facebook Lead Ad
Check if a contact has previously submitted a specific Facebook Lead Ad.
Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.

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.
Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.

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 Lists.