Lead Scoring + Drift + Insightly integration

Use Autopilot to create journeys that use the Lead Scoring, Drift and Insightly integrations.

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Marketing Automation ideas to integrate Lead Scoring, Drift and Insightly.

New Drift Contact to Create Insightly Project to Change Score

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Drift Goal Reached to Change Score to Create Insightly Project

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Drift Goal Reached to Assign Insightly Task to Change Score

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Drift Goal Reached to Create Insightly Project to Change Score

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New Drift Contact to Change Score to Create Insightly Project

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New Drift Contact to Assign Insightly Task to Change Score

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New Drift Contact to Change Score to Assign Insightly Owner

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Drift Goal Reached to Change Score to Update Insightly Contact Field

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Drift Goal Reached to Change Score to Assign Insightly Task

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New Drift Contact to Change Score to Update Insightly Contact Field

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New Drift Contact to Change Score to Assign Insightly Task

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New Drift Contact to Update Insightly Contact Field to Change Score

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New Drift Contact to Assign Insightly Owner to Change Score

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Drift Goal Reached to Assign Insightly Owner to Change Score

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Drift Goal Reached to Change Score to Assign Insightly Owner

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Drift Goal Reached to Update Insightly Contact Field to Change Score

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Showing 16 journey ideas for Lead Scoring, Drift and Insightly

About the Lead Scoring integration

Autopilot makes it easier than ever to score your leads. It's all visual and easy to setup, so everyone on your team can get involved. On top of this, you can use the Change Score action to increase or decrease any number field. This means you can go beyond lead scoring and score other things that matter to your team such as product usage, email interactions (e.g. number of opens) and more.

About the Drift integration

Combine the power of Drift and Autopilot to create a seamless and engaging experience for your leads and customers. Add new Drift contacts to Autopilot automatically, and trigger Autopilot journeys when someone reaches a goal in Drift. Converting Drift leads has never been this easy.

About the Insightly integration

Grow your business faster than ever before by building stronger customer relationships over time, and exceeding expectations every step of the way.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Lead Scoring integration, Drift integration and the Insightly integration.

Journey Triggers

New Drift Contact
Add any new Drift contact to a journey.
Drift Goal Reached
Add a contact to a journey when they reach a goal in Drift.
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.

Journey Actions

Change Score
Increases or decrease a number field by a specific amount.
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 Lead Scoring, Drift and Insightly.