Hubspot CRM + Sendgrid + Insightly integration

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

Upcoming
Upcoming

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

Add Insightly Opportunity to Update HubSpot CRM Deal Stage to Send Sendgrid Transactional Email

Try this free

Insightly Opportunity Status Change to Send Sendgrid Transactional Email to Update HubSpot Contact Field

Try this free

New HubSpot CRM Contact to Send Sendgrid Transactional Email to Update Insightly Contact Field

Try this free

Check Insightly Contact Field to Send Sendgrid Transactional Email to Add HubSpot CRM Deal

Try this free

HubSpot CRM Deal Stage Match to Update Insightly Contact Field to Send Sendgrid Transactional Email

Try this free

HubSpot CRM Contact Field Match to Update HubSpot Contact Field to Send Sendgrid Transactional Email

Try this free

HubSpot CRM Deal Stage Match to Send Sendgrid Transactional Email to Update HubSpot CRM Deal Stage

Try this free

Insightly Contact Field Change to Send Sendgrid Transactional Email to Update HubSpot Contact Field

Try this free

Insightly Contact Field Change to Add HubSpot CRM Deal to Send Sendgrid Transactional Email

Try this free

Check Insightly Contact Field to Send Sendgrid Transactional Email to Update HubSpot CRM Deal Stage

Try this free

HubSpot CRM Deal Stage Match to Send Sendgrid Transactional Email to Update Insightly Contact Field

Try this free

Check Insightly Opportunity Stage to Check HubSpot CRM Deal Stage to Send Sendgrid Transactional Email

Try this free

Check Insightly Contact Field to Add HubSpot CRM Deal to Send Sendgrid Transactional Email

Try this free

Insightly Contact Field Change to Send Sendgrid Transactional Email to Add HubSpot CRM Deal

Try this free

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

Try this free

Add Insightly Opportunity to Send Sendgrid Transactional Email to Update HubSpot CRM Deal Stage

Try this free

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

Try this free

New HubSpot CRM Contact to Update HubSpot Contact Field to Send Sendgrid Transactional Email

Try this free

Insightly Opportunity Status Change to Add HubSpot CRM Deal to Send Sendgrid Transactional Email

Try this free

HubSpot CRM Contact Field Match to Send Sendgrid Transactional Email to Assign Insightly Task

Try this free

Showing 20 journey ideas for Hubspot CRM, Sendgrid 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 Sendgrid integration

SendGrid is a proven, cloud-based customer communication platform that drives engagement and business growth. SendGrid is a leader in email deliverability and its proven, cloud-based platform successfully delivers over 30 billion emails each month for Internet and mobile-based customers like Airbnb, Pandora, HubSpot, Spotify, Uber and FourSquare as well as more traditional enterprises like Intuit and Costco.

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, Sendgrid 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.
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.
Send Sendgrid Transactional Email
Send a transactional email from Sendgrid.
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, Sendgrid and Insightly.