Insightly Integrations

The #1 Gmail, G Suite & Outlook CRM. Now with Marketing Automation.

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Marketing Automation ideas to integrate Insightly

Add Insightly Opportunity to Change Score

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Add Insightly Opportunity to Change Score

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Check Insightly Opportunity Stage to Show Headsup Message

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Insightly Opportunity Status Change to Mail Lob Postcard

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Typeform Submitted to Assign Insightly Task

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Insightly Opportunity Status Change to Create Insightly Project to Change Score

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Salesforce Campaign Trigger to Create Insightly Project

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Typeform Submitted to Assign Insightly Task

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Insightly Opportunity Status Change to Add Delay

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Insightly Opportunity Status Change to Add to Facebook Custom Audience to Assign Insightly Owner

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Insightly Opportunity Status Change to Add Trello Card

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Heap Event to Assign Insightly Task

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Pipedrive Deal Stage Match to Assign Insightly Task

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Check Insightly Opportunity Stage to Assign Insightly Task to Show Headsup Message

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Check Insightly Contact Field to Unsubscribe from Mailchimp List

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Instapage Form Submitted to Assign Insightly Owner

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Check Insightly Opportunity Stage to Add Intercom Tag to Create Insightly Project

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Add Insightly Opportunity to Change Score to Mail Lob Postcard

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Form Submitted to Create Insightly Project to Unsubscribe from Mailchimp List

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Insightly Opportunity Status Change to Add Trello Card to Add Intercom Tag

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Showing 20 of 43962 Marketing Automation ideas for Insightly

About Insightly

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

About Autopilot

Marketing automation helps you stay closer to your customers and saves you time by removing manual and repetitive tasks. Autopilot’s marketing automation software is the easiest way to automate and personalize your marketing across the entire customer journey. Using Triggers, Actions and Conditions design highly personal and contextual marketing automation journeys. Autopilot’s marketing automation software is free for 30 days and plans start at just $1/month.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in Insightly integration.

Triggers

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.

Actions

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 Insightly.