LiveChat + Insightly Integration

Use Autopilot to automate and integrate LiveChat and Insightly.

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Marketing Automation ideas to integrate LiveChat and Insightly

LiveChat Tag to Create Insightly Project to Send Segment Event

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LiveChat Tag to Create Salesforce Opportunity to Assign Insightly Owner

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LiveChat Tag to Create Insightly Project

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LiveChat Tag to Add Delay to Create Insightly Project

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LiveChat Tag to Schedule Pipedrive Activity to Assign Insightly Task

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LiveChat Tag to Update Insightly Contact Field to Mail Lob Postcard

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LiveChat Tag to Update Insightly Contact Field

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LiveChat Tag to Update Insightly Contact Field to Send Segment Event

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LiveChat Tag to Create Insightly Project

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LiveChat Tag to Assign Insightly Task to Update Salesforce Field

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LiveChat Tag to Create Insightly Project

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LiveChat Tag to Send Segment Event to Assign Insightly Owner

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LiveChat Tag to Assign Insightly Owner

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LiveChat Tag to Mail Lob Postcard to Create Insightly Project

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LiveChat Tag to Assign Insightly Owner to Send Segment Event

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LiveChat Tag to Update Field to Assign Insightly Owner

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LiveChat Tag to Schedule Pipedrive Activity

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LiveChat Tag to Assign Insightly Task

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LiveChat Tag to Assign Pipedrive Person Owner

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LiveChat Tag to Create Insightly Project to Update Field

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Showing 20 of 356 Marketing Automation ideas using Autopilot's LiveChat and Insightly integration.

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.

About Insightly

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 LiveChat integration.

Triggers

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