GoToWebinar + Custom Fields + Insightly integration

Use Autopilot to create journeys that use the GoToWebinar, Custom Fields and Insightly integrations.

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Marketing Automation ideas to integrate GoToWebinar, Custom Fields and Insightly.

New GoToWebinar Webinar to Assign Insightly Task to Update Field

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Insightly Contact Field Change to Check Field to Create GoToWebinar Registrant

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New GoToWebinar Attendee to Update Field to Create Insightly Project

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Field Match to Assign Insightly Task to Create GoToWebinar Registrant

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New GoToWebinar Webinar to Update Field to Create Insightly Project

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New GoToWebinar Webinar to Check Field to Create Insightly Project

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New GoToWebinar Webinar to Update Field to Assign Insightly Owner

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New GoToWebinar Attendee to Check Field to Create GoToWebinar Registrant

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Insightly Opportunity Status Change to Update Field to Create GoToWebinar Registrant

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Insightly Contact Field Change to Create GoToWebinar Registrant to Update Field

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Check Insightly Contact Field to Check Field to Create GoToWebinar Registrant

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Check Insightly Contact Field to Update Field to Create GoToWebinar Registrant

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New GoToWebinar Webinar to Update Field to Update Insightly Contact Field

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Field Match to Update Insightly Contact Field to Create GoToWebinar Registrant

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Add Insightly Opportunity to Check Field to Create GoToWebinar Registrant

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Check Insightly Opportunity Stage to Check Field to Create GoToWebinar Registrant

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Check Insightly Contact Field to Create GoToWebinar Registrant to Update Field

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New GoToWebinar Attendee to Update Field to Update Insightly Contact Field

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New GoToWebinar Attendee to Assign Insightly Task to Update Field

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New GoToWebinar Webinar to Update Field to Create GoToWebinar Registrant

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Showing 20 journey ideas for GoToWebinar, Custom Fields and Insightly

About the GoToWebinar integration

GoToWebinar makes it easy to reach your audience and deliver webinars that drive results. Pick a compelling topic, invite guest speakers and include polls and surveys for truly interactive presentations. With built-in reports, analytics and full-service registration, GoToWebinar reveals your most engaged attendees, so your sales team can turn qualified leads into customers.

About the Custom Fields integration

Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.

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 GoToWebinar integration, Custom Fields integration and the Insightly integration.

Journey Triggers

New GoToWebinar Attendee
Triggers when a contact turn into attendees to a webinar.
New GoToWebinar Webinar
Triggers when you add a new upcoming webinar.
Field Match
Add a contact to a journey when a particular field's value 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

Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).

Journey Actions

Create GoToWebinar Registrant
Creates a new registrant for your GoToWebinar webinar when a contact enters your journey.
Update Field
Update a 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 GoToWebinar, Custom Fields and Insightly.