Headsup + Insightly Integration

Use Autopilot to automate and integrate Headsup and Insightly.

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Marketing Automation ideas to integrate Headsup and Insightly

Check Insightly Contact Field to Show Headsup Message

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Check Insightly Opportunity Stage to Show Headsup Message to Create Insightly Project

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Page Visited to Check Headsup Status to Update Insightly Contact Field

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Check Insightly Opportunity Stage to Show Headsup Message

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Check Insightly Opportunity Stage to Send Segment Event to Show Headsup Message

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Insightly Opportunity Status Change to Show Headsup Message

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New HubSpot CRM Contact to Assign Insightly Owner

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Insightly Opportunity Status Change to Check Headsup Status to Remove From List

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Add Insightly Opportunity to Add Trello Card

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Insightly Contact Field Change to Show Headsup Message to Remove From List

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Insightly Opportunity Status Change to Show Headsup Message

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Insightly Opportunity Status Change to Show Headsup Message to Create Insightly Project

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Add Insightly Opportunity to Show Headsup Message to Assign Insightly Task

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Check Insightly Contact Field to Add Trello Card to Show Headsup Message

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Insightly Opportunity Status Change to Show Headsup Message to Mail Lob Postcard

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Add Insightly Opportunity to Show Headsup Message to Mail Lob Postcard

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New HubSpot CRM Contact to Assign Insightly Task

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Page Visited to Assign Insightly Owner

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Insightly Contact Field Change to Add Trello Card

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Insightly Contact Field Change to Update Pipedrive Deal Field to Show Headsup Message

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Showing 20 of 666 Marketing Automation ideas using Autopilot's Headsup and Insightly integration.

About Headsup

Display personalized, timely messages to people that visit your website, landing pages, store, blog, knowledge base or app. Acquire new subscribers, capture replies, and create beautiful call to actions to nudge people in the right direction.

About Insightly

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 Headsup integration.

Triggers

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 Headsup Status
Check whether a contact has interacted with a Headsup message in a specific way (e.g. opened or responded).

Actions

Show Headsup Message
Show a contact a personalized message on a website, landing page, blog or inside an app.
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 Headsup and Insightly.