Facebook + Insightly + Sendgrid integration

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

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Marketing Automation ideas to integrate Facebook, Insightly and Sendgrid.

Insightly Opportunity Status Change to Add to Facebook Custom Audience to Send Sendgrid Transactional Email

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Insightly Contact Field Change to Send Sendgrid Transactional Email to Add to Facebook Custom Audience

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Facebook Lead Ad Submitted to Remove From Facebook Custom Audience to Update Insightly Contact Field

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Insightly Opportunity Status Change 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 Assign Insightly Task

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Insightly Contact Field Change to Has Submitted Facebook Lead Ad to Update Insightly Contact Field

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Facebook Lead Ad Submitted to Add to Facebook Custom Audience to Create Insightly Project

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

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

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

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Check Insightly Contact Field to Send Sendgrid Transactional Email to Remove From Facebook Custom Audience

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

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

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

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Check Insightly Contact Field to Has Submitted Facebook Lead Ad to Assign Insightly Owner

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

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Add Insightly Opportunity to Assign Insightly Task to Remove From Facebook Custom Audience

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Facebook Lead Ad Submitted to Assign Insightly Task to Add to Facebook Custom Audience

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Insightly Contact Field Change to Add to Facebook Custom Audience to Send Sendgrid Transactional Email

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Insightly Opportunity Status Change to Assign Insightly Task to Remove From Facebook Custom Audience

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Showing 20 journey ideas for Facebook, Insightly and Sendgrid

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 Sendgrid integration

SendGrid is a proven, cloud-based customer communication platform that drives engagement and business growth. SendGrid is a leader in email deliverability and its proven, cloud-based platform successfully delivers over 30 billion emails each month for Internet and mobile-based customers like Airbnb, Pandora, HubSpot, Spotify, Uber and FourSquare as well as more traditional enterprises like Intuit and Costco.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Facebook integration, Insightly integration and the Sendgrid 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.

Conditions

Has Submitted Facebook Lead Ad
Check if a contact has previously submitted a specific Facebook Lead Ad.

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 Sendgrid Transactional Email
Send a transactional email from Sendgrid.

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 Sendgrid.