Insightly Integrations

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

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Marketing Automation ideas to integrate Insightly

Pipedrive Deal Stage Match to Assign Insightly Task to Add Pipedrive Note

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Salesforce Campaign Trigger to Assign Insightly Task

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Field Match to Create Insightly Project

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Check Insightly Opportunity Stage to Add to List to Eject from Journey

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Page Visited to Update Insightly Contact Field to Remove From Facebook Custom Audience

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Check Insightly Contact Field to Add Delay

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Page Visited to Check Delighted NPS Response to Update Insightly Contact Field

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Check Insightly Contact Field to Check Salesforce Campaign Member Status to Add Delay

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Time Trigger to Has Submitted Typeform to Create Insightly Project

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Check Insightly Contact Field to Add Delay

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Check Insightly Contact Field to Update HubSpot Contact Field to AB Split

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Insightly Contact Field Change to Has Submitted Typeform to Remove From Facebook Custom Audience

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Page Visited to Create Insightly Project

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Insightly Contact Field Change to Eject from Journey

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Insightly Contact Field Change to Check Salesforce Campaign Member Status to Add to List

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New Intercom User to Update Insightly Contact Field

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Salesforce Campaign Trigger to Add to List to Update Insightly Contact Field

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HubSpot CRM Contact Field Match to Update Insightly Contact Field

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New Intercom User to Update HubSpot Contact Field to Assign Insightly Owner

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Insightly Contact Field Change to Add Pipedrive Note

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Showing 20 of 48402 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 $49/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.