Lead Scoring + Patreon + Insightly integration

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

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

Patreon Status to Create Insightly Project to Change Score

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Patreon Status to Assign Insightly Task to Change Score

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Patreon Status to Change Score to Assign Insightly Owner

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New Patreon Patron to Change Score to Assign Insightly Owner

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Patreon Status to Change Score to Assign Insightly Task

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New Patreon Patron to Change Score to Assign Insightly Task

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New Patreon Patron to Update Insightly Contact Field to Change Score

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New Patreon Patron to Change Score to Create Insightly Project

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Patreon Status to Change Score to Update Insightly Contact Field

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Patreon Status to Assign Insightly Owner to Change Score

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Patreon Status to Change Score to Create Insightly Project

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New Patreon Patron to Change Score to Update Insightly Contact Field

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New Patreon Patron to Assign Insightly Task to Change Score

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New Patreon Patron to Create Insightly Project to Change Score

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Patreon Status to Update Insightly Contact Field to Change Score

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New Patreon Patron to Assign Insightly Owner to Change Score

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Showing 16 journey ideas for Lead Scoring, Patreon 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 Patreon integration

Patreon is a membership platform that makes it easy for artists and creators to get paid. Join over 50000 creators earning salaries from over 1000000 monthly patrons.

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, Patreon integration and the Insightly integration.

Journey Triggers

Patreon Status
Check if contact is a current patron.
New Patreon Patron
Add new patrons to a journey.
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, Patreon and Insightly.