Hubspot CRM + Insightly + Trello integration

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

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

Insightly Opportunity Status Change to Update HubSpot Contact Field to Add Trello Card

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New HubSpot CRM Contact to Check HubSpot CRM Deal Stage to Assign Insightly Task

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Insightly Opportunity Status Change to Create Insightly Project to Update HubSpot Contact Field

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Insightly Opportunity Status Change to Update HubSpot CRM Deal Stage to Add Trello Card

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Add Insightly Opportunity to Assign Insightly Task to Update HubSpot Contact Field

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Check Insightly Opportunity Stage to Check HubSpot CRM Deal Stage to Add Trello Card

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

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Insightly Opportunity Status Change to Check HubSpot CRM Deal Stage to Update Insightly Contact Field

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

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Insightly Opportunity Status Change to Update HubSpot CRM Deal Stage to Create Insightly Project

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

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HubSpot CRM Contact Field Match to Update HubSpot Contact Field to Create Insightly Project

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

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HubSpot CRM Contact Field Match to Create Insightly Project to Add Trello Card

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HubSpot CRM Contact Field Match to Assign Insightly Owner to Add Trello Card

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New HubSpot CRM Contact to Add Trello Card to Assign Insightly Task

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Check Insightly Opportunity Stage to Add Trello Card to Add HubSpot CRM Deal

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Insightly Contact Field Change to Check HubSpot CRM Deal Stage to Update Insightly Contact Field

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HubSpot CRM Deal Stage Match to Update HubSpot CRM Deal Stage to Create Insightly Project

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HubSpot CRM Deal Stage Match to Update Insightly Contact Field to Update HubSpot CRM Deal Stage

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Showing 20 journey ideas for Hubspot CRM, Insightly and Trello

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 Insightly integration

Grow your business faster than ever before by building stronger customer relationships over time, and exceeding expectations every step of the way.

About the Trello integration

Trello is the easy, free, flexible, and visual way to manage your projects and organize anything, trusted by millions of people from all over the world. With Trello for Autopilot you can manage internal workflow for sales, marketing, customer success and support. For example, every time you win a new customer add them to the New Customer board so they can be followed up by your customer success team.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Hubspot CRM integration, Insightly integration and the Trello 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.
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.

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.
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.
Add Trello Card
Adds a Trello card to a board.

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, Insightly and Trello.