Insightly Integrations

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Marketing Automation ideas to integrate Insightly

Segment Event to Create Insightly Project to Send Delighted NPS Survey

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LiveChat Tag to Create Insightly Project

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Smart Segment Trigger to Assign Insightly Owner to Create Salesforce Opportunity

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Add Insightly Opportunity to Eject from Journey

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Removed From List to AB Split to Assign Insightly Owner

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Insightly Opportunity Status Change to Update Insightly Contact Field to Add to List

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Segment Event to Assign Insightly Owner to Update Pipedrive Deal Stage

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Segment Event to Assign Insightly Owner

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Add Insightly Opportunity to Add to Google AdWords Audience

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Check Insightly Contact Field to Remove From Facebook Custom Audience

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Salesforce Campaign Trigger to Create Insightly Project

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Smart Segment Trigger to Create Insightly Project

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Insightly Opportunity Status Change to Send Delighted NPS Survey

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Pipedrive Deal Stage Changed to Has Visited Page to Update Insightly Contact Field

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LiveChat Tag to Create Insightly Project to Remove From Facebook Custom Audience

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Check Insightly Contact Field to Update Pipedrive Deal Stage

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Check Insightly Opportunity Stage to Add to Google AdWords Audience to AB Split

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Recurly Subscription to Assign Insightly Owner

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Removed From List to Assign Insightly Owner

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Pipedrive Deal Stage Changed to Create Insightly Project to Update Pipedrive Deal Stage

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Showing 20 of 35376 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.