Insightly Integrations

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

Upcoming

Marketing Automation ideas to integrate Insightly

Check Insightly Contact Field to Subscribe to Mailchimp audience

Try this free

LiveChat Tag to Add to Google Ads Audience to Assign Insightly Owner

Try this free

Time Trigger to Assign Insightly Owner

Try this free

Check Insightly Contact Field to Eject from Journey to Send Push Notification

Try this free

Instapage Form Submitted to Send Segment Event to Assign Insightly Owner

Try this free

Insightly Contact Field Change to Subscribe to Mailchimp audience

Try this free

Insightly Contact Field Change to Update HubSpot CRM Deal Stage to Send Slack Message

Try this free

Check Insightly Contact Field to Update HubSpot CRM Deal Stage to Eject from Journey

Try this free

LiveChat Tag to Assign Insightly Task to Send Segment Event

Try this free

Add Insightly Opportunity to Unsubscribe from Mailchimp Audience

Try this free

Insightly Contact Field Change to Send Segment Event

Try this free

Delighted NPS Response to Assign Insightly Owner

Try this free

Check Insightly Contact Field to Check Pipedrive Person Field to Eject from Journey

Try this free

Add Insightly Opportunity to Add to Facebook Custom Audience to Eject from Journey

Try this free

Check Insightly Contact Field to Send Push Notification

Try this free

Insightly Opportunity Status Change to Check Pipedrive Person Field to Update HubSpot CRM Deal Stage

Try this free

New Intercom User to Assign Insightly Owner

Try this free

Check Insightly Opportunity Stage to Send Slack Message to Add to Google Ads Audience

Try this free

Delighted NPS Response to Create Salesforce Opportunity to Create Insightly Project

Try this free

Add Insightly Opportunity to Eject from Journey

Try this free

Showing 20 of 37184 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.