Pipedrive + Email + Insightly integration

Use Autopilot to create journeys that use the Pipedrive, Email and Insightly integrations.

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Marketing Automation ideas to integrate Pipedrive, Email and Insightly.

Email Activity to Assign Insightly Task to Update Pipedrive Deal Stage

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Person Field Match to Send Email to Assign Insightly Owner

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Insightly Opportunity Status Change to Send Email to Update Pipedrive Deal Stage

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Person Field Match to Update Insightly Contact Field to Send Email

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Pipedrive Deal Stage Match to Check Email Status to Assign Insightly Owner

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Check Insightly Opportunity Stage to Send Email to Update Pipedrive Deal Stage

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Pipedrive Deal Status Match to Check Email Status to Create Insightly Project

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Pipedrive Deal Status Match to Update Pipedrive Deal Stage to Send Email

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Email Activity to Send Email to Add Pipedrive Deal

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Person Field Match to Check Email Status to Assign Insightly Owner

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Check Insightly Opportunity Stage to Add Pipedrive Deal to Send Email

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Email Activity to Assign Pipedrive Person Owner to Create Insightly Project

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Add Insightly Opportunity to Send Email to Update Pipedrive Person Field

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Person Field Match to Create Insightly Project to Send Email

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Email Activity to Assign Pipedrive Person Owner to Assign Insightly Owner

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Person Field Match to Update Pipedrive Person Field to Send Email

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Pipedrive Deal Stage Match to Check Email Status to Assign Pipedrive Person Owner

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Person Field Match to Check Email Status to Schedule Pipedrive Activity

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Pipedrive Deal Status Match to Check Email Status to Assign Insightly Task

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Insightly Contact Field Change to Check Pipedrive Deal Stage to Send Email

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Showing 20 journey ideas for Pipedrive, Email and Insightly

About the Pipedrive integration

Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes. They realized that the CRM landscape was populated by software designed to please the top brass while ignoring the needs of the people doing the actual selling. The Pipedrive integration adds email marketing, lead nurturing and marketing automation capabilities to Pipedrive. It's an email marketing integration for Pipedrive that helps you nurture leads over the course of a long sales cycle.

About the Email integration

Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more. You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more. Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.

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 Pipedrive integration, Email integration and the Insightly integration.

Journey Triggers

Person Field Match
Triggers when a field on a person record changes to a defined value.
Pipedrive Deal Stage Match
Triggers main contact to start journey when the deal stage changes on a certain pipeline.
Pipedrive Deal Status Match
When a deal in Pipedrive changes status in a pipeline the key contact is added to a new journey.
Email Activity
Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.
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.

Conditions

Check Pipedrive Person Field
Check the value in a field against a specific value with a true or false outcome.
Check Pipedrive Deal Stage
Check the deal stage with a true or false outcome.
Check Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).

Journey Actions

Add Pipedrive Deal
Add a deal to a pipeline associated with the contact in a journey.
Update Pipedrive Deal Stage
Updates a deal stage to a certain stage. Updates latest deal against the person.
Schedule Pipedrive Activity
Schedule an activity to a person to complete.
Assign Pipedrive Person Owner
Assigns an owner to a person in Pipedrive.
Update Pipedrive Person Field
Updates a person field to a certain value or a value from another field.
Send Email
Send a contact a personalized marketing or transactional email.
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 Pipedrive, Email and Insightly.