Hubspot CRM + Insightly + Zendesk integration

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

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

Check Insightly Contact Field to Assign Insightly Task to Update HubSpot Contact Field

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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 Assign Insightly Task to Add HubSpot CRM Deal

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Insightly Contact Field Change to Create Insightly Project to Update HubSpot CRM Deal Stage

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HubSpot CRM Deal Stage Match to Assign Insightly Task to Submit New Zendesk Ticket

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HubSpot CRM Deal Stage Match to Check 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 Contact Field

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

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Insightly Contact Field Change to Assign Insightly Task to Update HubSpot CRM Deal Stage

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

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Add Insightly Opportunity to Assign Insightly Owner to Add HubSpot CRM Deal

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Insightly Opportunity Status Change to Assign Insightly Owner to Add HubSpot CRM Deal

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New HubSpot CRM Contact to Zendesk Ticket Status to Create Insightly Project

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

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Insightly Contact Field Change to Add HubSpot CRM Deal to Create Insightly Project

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HubSpot CRM Deal Stage Match to Submit New Zendesk Ticket to Update Insightly Contact Field

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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 Zendesk Ticket Status to Create Insightly Project

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Check Insightly Opportunity Stage to Update HubSpot CRM Deal Stage to Create Insightly Project

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New HubSpot CRM Contact to Add HubSpot CRM Deal to Create Insightly Project

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Showing 20 journey ideas for Hubspot CRM, Insightly and Zendesk

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 Zendesk integration

Zendesk is a service platform that builds software to empower organization and customer relationships. Zendesk’s family of products helps organizations understand their customers, improve communication, and offer support where and when it’s needed most.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Hubspot CRM integration, Insightly integration and the Zendesk 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.
Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.

Conditions

Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.
Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.

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.
Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.

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 Zendesk.