Pipedrive + Facebook + Insightly integration

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

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Marketing Automation ideas to integrate Pipedrive, Facebook and Insightly.

Person Field Match to Check Pipedrive Deal Stage to Add to Facebook Custom Audience

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Insightly Contact Field Change to Update Pipedrive Deal Field to Add to Facebook Custom Audience

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Check Insightly Contact Field to Add Pipedrive Deal to Remove From Facebook Custom Audience

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Insightly Contact Field Change to Add to Facebook Custom Audience to Schedule Pipedrive Activity

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Add Insightly Opportunity to Check Pipedrive Deal Field to Add to Facebook Custom Audience

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Pipedrive Deal Status Match to Add to Facebook Custom Audience to Update Pipedrive Deal Field

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Pipedrive Deal Status Match to Has Submitted Facebook Lead Ad to Create Insightly Project

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Check Insightly Contact Field to Add to Facebook Custom Audience to Schedule Pipedrive Activity

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Person Field Match to Add to Facebook Custom Audience to Assign Insightly Owner

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Facebook Lead Ad Submitted to Has Submitted Facebook Lead Ad to Assign Pipedrive Person Owner

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Pipedrive Deal Status Match to Update Pipedrive Deal to Add to Facebook Custom Audience

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Pipedrive Deal Status Match to Remove From Facebook Custom Audience to Schedule Pipedrive Activity

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Person Field Match to Schedule Pipedrive Activity to Remove From Facebook Custom Audience

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Insightly Opportunity Status Change to Remove From Facebook Custom Audience to Update Pipedrive Deal Field

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Check Insightly Contact Field to Remove From Facebook Custom Audience to Add Pipedrive Deal

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Facebook Lead Ad Submitted to Update Pipedrive Deal Field to Create Insightly Project

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Add Insightly Opportunity to Add to Facebook Custom Audience to Add Pipedrive Note

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Pipedrive Deal Stage Match to Has Submitted Facebook Lead Ad to Add Pipedrive Deal

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Insightly Opportunity Status Change to Remove From Facebook Custom Audience to Add Pipedrive Deal

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Check Insightly Opportunity Stage to Check Pipedrive Deal Field to Remove From Facebook Custom Audience

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Showing 20 journey ideas for Pipedrive, Facebook 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 Facebook integration

Facebook is an online social networking service that allows its users to connect with friends and family as well as make new connections. It provides its users with the ability to create a profile, update information, add images, send friend requests, and accept requests from other users. Its features include status update, photo tagging and sharing, and more.

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, Facebook integration and the Insightly integration.

Journey Triggers

Person Field Match
Add a contact to a journey when a particular Pipedrive person field meets your criteria (e.g. contains a particular word).
Pipedrive Deal Status Match
Add a contact associated with a deal to a journey when the deal status matches your criteria.
Pipedrive Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.
Facebook Lead Ad Submitted
Add a contact to a journey when they submit a Facebook Lead Ad.
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 if a Pipedrive person field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Pipedrive Deal Stage
Check the stage of the latest deal associated with a contact.
Check Pipedrive Deal Field
Check if a Pipedrive deal field is a specific value, or meets some other criteria (e.g. contains a particular word).
Has Submitted Facebook Lead Ad
Check if a contact has previously submitted a specific Facebook Lead Ad.

Journey Actions

Update Pipedrive Person Field
Update a Pipedrive person field to a specific value.
Update Pipedrive Deal
Update the pipeline, stage and/or status of a deal.
Assign Pipedrive Person Owner
Assign a person in Pipedrive. Supports round robin assignment.
Schedule Pipedrive Activity
Create a contextual Pipedrive activity.
Add Pipedrive Deal
Create a contextual Pipedrive deal.
Add Pipedrive Note
Create a contextual Pipedrive note.
Update Pipedrive Deal Field
Update a Pipedrive deal field to a specific value.
Remove From Facebook Custom Audience
Remove a contact from a Facebook Custom Audience.
Add to Facebook Custom Audience
Add a contact to a Facebook Custom Audience.
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, Facebook and Insightly.