Insightly Integrations

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Marketing Automation ideas to integrate Insightly

Check Insightly Contact Field to Send Delighted NPS Survey

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Form Submitted to Assign Insightly Owner to Add HubSpot CRM Deal

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Check Insightly Opportunity Stage to Add Delay

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Insightly Contact Field Change to Update Pipedrive Deal to Update Salesforce Field

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Drift Goal Reached to Assign Insightly Owner to Update Pipedrive Deal

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New Drift Contact to Assign Insightly Owner

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Insightly Contact Field Change to Add Pipedrive Deal to Update Salesforce Field

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LiveChat Tag to Assign Insightly Owner to Add HubSpot CRM Deal

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Twilio SMS Received to Update Insightly Contact Field

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Check Insightly Opportunity Stage to Update Insightly Contact Field to Update Salesforce Field

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Insightly Contact Field Change to Send Slack Message

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List Trigger to Assign Insightly Task to Assign Pipedrive Person Owner

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Check Insightly Opportunity Stage to Has Submitted Facebook Lead Ad to Add Delay

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Salesforce Field Changed to Update Insightly Contact Field

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New Drift Contact to Assign Insightly Owner

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Add Insightly Opportunity to Has Submitted Facebook Lead Ad to Add Pipedrive Deal

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Check Insightly Opportunity Stage to Send Delighted NPS Survey

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List Trigger to Update Salesforce Field to Assign Insightly Owner

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Typeform Submitted to Add HubSpot CRM Deal to Create Insightly Project

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Add Insightly Opportunity to Add HubSpot CRM Deal

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Showing 20 of 36010 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.