Hubspot CRM + Insightly Integration

Use Autopilot to automate and integrate Hubspot CRM and Insightly.

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Marketing Automation ideas to integrate Hubspot CRM and Insightly

Check Insightly Contact Field to Check HubSpot CRM Deal Stage to Assign Insightly Owner

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HubSpot CRM Contact Field Match to Update Insightly Contact Field

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HubSpot CRM Contact Field Match to Update Insightly Contact Field

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Insightly Opportunity Status Change to Create Insightly Project to Add HubSpot CRM Deal

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Check Insightly Opportunity Stage to Add HubSpot CRM Deal

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Check Insightly Contact Field to Update HubSpot Contact Field

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Add Insightly Opportunity to Add Pipedrive Deal to Update HubSpot Contact Field

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Check Insightly Contact Field to Update Pipedrive Deal to Update HubSpot Contact Field

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HubSpot CRM Contact Field Match to Assign Insightly Task

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HubSpot CRM Contact Field Match to Send Delighted NPS Survey to Assign Insightly Task

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Check Insightly Contact Field to Update HubSpot Contact Field

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HubSpot CRM Deal Stage Match to Assign Insightly Task to Add to Facebook Custom Audience

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Add Insightly Opportunity to Update HubSpot CRM Deal Stage to Update Insightly Contact Field

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Insightly Contact Field Change to Update HubSpot Contact Field to Add to Google Ads Audience

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Check Insightly Opportunity Stage to Check Salesforce Field to Update HubSpot CRM Deal Stage

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HubSpot CRM Contact Field Match to Update Insightly Contact Field

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HubSpot CRM Deal Stage Match to Create Insightly Project

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Insightly Opportunity Status Change to Send Delighted NPS Survey

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Person Field Match to Update HubSpot CRM Deal Stage

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HubSpot CRM Deal Stage Match to Send Delighted NPS Survey

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Showing 20 of 3106 Marketing Automation ideas using Autopilot's Hubspot CRM and Insightly integration.

About Hubspot CRM

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 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 Hubspot CRM integration.

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.
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.

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.
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 and Insightly.