Facebook + Insightly + Zendesk integration

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

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Marketing Automation ideas to integrate Facebook, Insightly and Zendesk.

Submits New Zendesk Ticket to Add to Facebook Custom Audience to Assign Insightly Task

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Check Insightly Opportunity Stage to Add to Facebook Custom Audience to Assign Insightly Owner

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Insightly Contact Field Change to Submit New Zendesk Ticket to Add to Facebook Custom Audience

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Check Insightly Contact Field to Submit New Zendesk Ticket to Add to Facebook Custom Audience

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

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Check Insightly Opportunity Stage to Has Submitted Facebook Lead Ad to Create Insightly Project

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Insightly Contact Field Change to Remove From Facebook Custom Audience to Create Insightly Project

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

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Add Insightly Opportunity to Zendesk Ticket Status to Add to Facebook Custom Audience

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Submits New Zendesk Ticket 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 Submit New Zendesk Ticket

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

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

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

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Add Insightly Opportunity to Has Submitted Facebook Lead Ad to Submit New Zendesk Ticket

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

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Submits New Zendesk Ticket to Create Insightly Project to Remove From Facebook Custom Audience

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

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Check Insightly Contact Field to Submit New Zendesk Ticket to Remove From Facebook Custom Audience

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Facebook Lead Ad Submitted to Create Insightly Project to Submit New Zendesk Ticket

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Showing 20 journey ideas for Facebook, Insightly and Zendesk

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 Zendesk integration

Zendesk is a service platform that builds software to empower organization and customer relationships. Zendesk’s family of products helps organizations understand their customers, improve communication, and offer support where and when it’s needed most.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Facebook integration, Insightly integration and the Zendesk 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.
Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.

Conditions

Has Submitted Facebook Lead Ad
Check if a contact has previously submitted a specific Facebook Lead Ad.
Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.

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.
Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.

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 Zendesk.