Insightly + LiveChat Integration

Use Autopilot to automate and integrate Insightly and LiveChat.

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Marketing Automation ideas to integrate Insightly and LiveChat

LiveChat Tag to Update Field

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Check Insightly Contact Field to Update Field

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Intercom Tag to Update Insightly Contact Field

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LiveChat Tag to Check Salesforce Field to Assign Insightly Task

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LiveChat Tag to Assign Insightly Owner to Unsubscribe from Mailchimp Audience

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LiveChat Tag to Check Salesforce Field to Assign Insightly Owner

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LiveChat Tag to Add HubSpot CRM Deal to Assign Insightly Owner

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LiveChat Tag to Assign Insightly Task

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LiveChat Tag to Unsubscribe from Mailchimp Audience

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LiveChat Tag to Assign Insightly Task to Add HubSpot CRM Deal

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

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LiveChat Tag to Assign Insightly Owner

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LiveChat Tag to Unsubscribe from Mailchimp Audience to Update Insightly Contact Field

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Time Trigger to Update Insightly Contact Field

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LiveChat Tag to Check Field to Create Insightly Project

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LiveChat Tag to Has Submitted Facebook Lead Ad to Update Insightly Contact Field

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LiveChat Tag to Update Insightly Contact Field to Add HubSpot CRM Deal

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LiveChat Tag to Unsubscribe from Mailchimp Audience

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LiveChat Tag to Update Insightly Contact Field

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LiveChat Tag to Assign Insightly Owner to Add HubSpot CRM Deal

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Showing 20 of 316 Marketing Automation ideas using Autopilot's Insightly and LiveChat integration.

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 LiveChat

Automate what happens after a chat to close more leads and delight your customers. You can also segment leads and contacts based on how they are tagged in LiveChat, and capture fields in your chat surveys to Autopilot.

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.
LiveChat Tag
Add a contact to a journey when they are tagged in LiveChat.

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 and LiveChat.