Hubspot CRM + Page Visit Tracking + Insightly integration

Use Autopilot to create journeys that use the Hubspot CRM, Page Visit Tracking and Insightly integrations.

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Marketing Automation ideas to integrate Hubspot CRM, Page Visit Tracking and Insightly.

HubSpot CRM Deal Stage Match to Has Visited Page to Add HubSpot CRM Deal

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HubSpot CRM Deal Stage Match to Has Visited Page to Assign Insightly Owner

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Insightly Opportunity Status Change to Has Visited Page to Update HubSpot Contact Field

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Add Insightly Opportunity to Has Visited Page to Add HubSpot CRM Deal

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Check Insightly Contact Field to Has Visited Page to Update HubSpot Contact Field

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Page Visited to Assign Insightly Task to Update HubSpot Contact Field

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Page Visited to Assign Insightly Task to Add HubSpot CRM Deal

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Page Visited to Has Visited Page to Add HubSpot CRM Deal

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Page Visited to Update HubSpot CRM Deal Stage to Assign Insightly Task

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Page Visited to Update Insightly Contact Field to Update HubSpot CRM Deal Stage

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Page Visited to Create Insightly Project to Add HubSpot CRM Deal

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Check Insightly Opportunity Stage to Has Visited Page to Update HubSpot Contact Field

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Page Visited to Update HubSpot Contact Field to Update Insightly Contact Field

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New HubSpot CRM Contact to Has Visited Page to Add HubSpot CRM Deal

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Page Visited to Check HubSpot CRM Deal Stage to Create Insightly Project

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Check Insightly Opportunity Stage to Has Visited Page to Add HubSpot CRM Deal

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New HubSpot CRM Contact to Has Visited Page to Update Insightly Contact Field

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Page Visited to Update HubSpot Contact Field to Create Insightly Project

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Page Visited to Assign Insightly Task to Update HubSpot CRM Deal Stage

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New HubSpot CRM Contact to Has Visited Page to Assign Insightly Task

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Showing 20 journey ideas for Hubspot CRM, Page Visit Tracking 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 Page Visit Tracking integration

Track what leads and customers do on your website, landing pages, store, blog, knowledge base or app. Then trigger journeys using these activities.

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, Page Visit Tracking 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.
Page Visited
Add a contact to a journey when they visit a specific page, or a page that meets some other criteria (e.g. contains a particular word).
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.
Has Visited Page
Check if a contact has visited a specific page, or a page that meets some other criteria (e.g. contains a particular word).

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.

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, Page Visit Tracking and Insightly.