Hubspot CRM + Email + Insightly integration

Use Autopilot to create journeys that use the Hubspot CRM, Email and Insightly integrations.

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Marketing Automation ideas to integrate Hubspot CRM, Email and Insightly.

HubSpot CRM Contact Field Match to Send Email to Update HubSpot CRM Deal Stage

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HubSpot CRM Deal Stage Match to Check HubSpot CRM Deal Stage to Send Email

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HubSpot CRM Deal Stage Match to Send Email to Create Insightly Project

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HubSpot CRM Contact Field Match to Send Email to Update Insightly Contact Field

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HubSpot CRM Contact Field Match to Check Email Status to Update HubSpot Contact Field

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HubSpot CRM Deal Stage Match to Check Email Status to Update HubSpot Contact Field

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Email Activity to Update HubSpot Contact Field to Assign Insightly Owner

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Add Insightly Opportunity to Add HubSpot CRM Deal to Send Email

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HubSpot CRM Deal Stage Match to Check Email Status to Add HubSpot CRM Deal

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Email Activity to Update HubSpot CRM Deal Stage to Assign Insightly Owner

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New HubSpot CRM Contact to Assign Insightly Owner to Send Email

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Email Activity to Add HubSpot CRM Deal to Update Insightly Contact Field

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HubSpot CRM Contact Field Match to Send Email to Add HubSpot CRM Deal

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Email Activity to Add HubSpot CRM Deal to Create Insightly Project

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Email Activity to Create Insightly Project to Update HubSpot Contact Field

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Check Insightly Opportunity Stage to Check Email Status to Update HubSpot CRM Deal Stage

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Email Activity to Check HubSpot CRM Deal Stage to Create Insightly Project

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Email Activity to Assign Insightly Owner to Add HubSpot CRM Deal

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New HubSpot CRM Contact to Check Email Status to Update Insightly Contact Field

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HubSpot CRM Deal Stage Match to Check Email Status to Update Insightly Contact Field

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Showing 20 journey ideas for Hubspot CRM, Email and Insightly

About the Hubspot CRM integration

Make sure the time and effort you spend acquiring leads pays off. Automatically send leads that you generate with Autopilot to HubSpot CRM and create personalized deals. Assign deals to your sales team using round robin lead assignment, and update HubSpot CRM fields or deals based on events that occur in Autopilot or one of your connected apps. Visually create seamless marketing and sales journeys across HubSpot CRM and your other favorite apps. Trigger journeys in Autopilot when a deal stage is changed in HubSpot CRM, or a particular field is updated, so you can ensure timely action and personalized communication occurs — to help you close more deals.

About the Email integration

Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more. You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more. Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.

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 Hubspot CRM integration, Email integration and the Insightly integration.

Journey Triggers

New HubSpot CRM Contact
Add any new HubSpot CRM contact to a journey.
HubSpot CRM Contact Field Match
Add a contact to a journey when a particular HubSpot CRM field meets your criteria (e.g. contains a particular word).
HubSpot CRM Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.
Email Activity
Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.
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 HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.
Check Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).

Journey Actions

Add HubSpot CRM Deal
Create a contextual HubSpot CRM deal.
Update HubSpot CRM Deal Stage
Update the stage of the latest deal associated with a contact.
Update HubSpot Contact Field
Update a HubSpot contact field to a specific value.
Send Email
Send a contact a personalized marketing or transactional email.
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 Hubspot CRM, Email and Insightly.