Facebook + Salesforce + Insightly integration

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

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Marketing Automation ideas to integrate Facebook, Salesforce and Insightly.

Add Insightly Opportunity to Set Salesforce Campaign Member Status to Remove From Facebook Custom Audience

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Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Add to Facebook Custom Audience

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Salesforce Field Changed to Create Insightly Project to Remove From Facebook Custom Audience

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

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Insightly Contact Field Change to Add Salesforce Task to Remove From Facebook Custom Audience

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

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

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Salesforce Field Changed to Remove From Facebook Custom Audience to Assign Insightly Task

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Add Insightly Opportunity to Add to Facebook Custom Audience to Assign Salesforce Lead to Group

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Facebook Lead Ad Submitted to Assign Insightly Task to Add Salesforce Task

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Salesforce Campaign Trigger to Assign Insightly Owner to Add to Facebook Custom Audience

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Check Insightly Opportunity Stage to Check Salesforce Field to Add to Facebook Custom Audience

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Salesforce Campaign Trigger to Add to Facebook Custom Audience to Set Salesforce Campaign Member Status

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Check Insightly Opportunity Stage to Remove From Facebook Custom Audience to Add Salesforce Task

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Check Insightly Contact Field to Check Salesforce Campaign Member Status to Remove From Facebook Custom Audience

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Salesforce Campaign Trigger to Add to Facebook Custom Audience to Update Insightly Contact Field

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Check Insightly Opportunity Stage to Check Salesforce Campaign Member Status to Add to Facebook Custom Audience

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Facebook Lead Ad Submitted to Add Salesforce Task to Remove From Facebook Custom Audience

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

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Salesforce Campaign Trigger to Create Salesforce Opportunity to Add to Facebook Custom Audience

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Showing 20 journey ideas for Facebook, Salesforce and Insightly

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 Salesforce integration

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status 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.

Create your own marketing automation journey

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

Journey Triggers

Facebook Lead Ad Submitted
Add a contact to a journey when they submit a Facebook Lead Ad.
Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field meets your criteria (e.g. contains a particular word).
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.
Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.

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 Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce field to a specific value.
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.

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, Salesforce and Insightly.