Pipedrive + GoToWebinar + Insightly integration

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

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Marketing Automation ideas to integrate Pipedrive, GoToWebinar and Insightly.

New GoToWebinar Webinar to Assign Pipedrive Person Owner to Update Insightly Contact Field

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Pipedrive Deal Stage Match to Create GoToWebinar Registrant to Update Pipedrive Person Field

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Check Insightly Opportunity Stage to Create GoToWebinar Registrant to Update Pipedrive Person Field

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Check Insightly Contact Field to Create GoToWebinar Registrant to Assign Pipedrive Person Owner

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Pipedrive Deal Status Match to Create GoToWebinar Registrant to Assign Pipedrive Person Owner

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Add Insightly Opportunity to Add Pipedrive Deal to Create GoToWebinar Registrant

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New GoToWebinar Attendee to Create Insightly Project to Assign Pipedrive Person Owner

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New GoToWebinar Attendee to Schedule Pipedrive Activity to Update Insightly Contact Field

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Person Field Match to Add Pipedrive Deal to Create GoToWebinar Registrant

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New GoToWebinar Webinar to Update Pipedrive Person Field to Assign Insightly Owner

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Pipedrive Deal Stage Match to Add Pipedrive Deal to Create GoToWebinar Registrant

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New GoToWebinar Attendee to Update Pipedrive Person Field to Update Insightly Contact Field

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Insightly Contact Field Change to Assign Pipedrive Person Owner to Create GoToWebinar Registrant

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New GoToWebinar Webinar to Assign Insightly Owner to Schedule Pipedrive Activity

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Add Insightly Opportunity to Update Pipedrive Deal Stage to Create GoToWebinar Registrant

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New GoToWebinar Webinar to Check Pipedrive Deal Stage to Assign Insightly Owner

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New GoToWebinar Webinar to Schedule Pipedrive Activity to Create Insightly Project

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Check Insightly Contact Field to Schedule Pipedrive Activity to Create GoToWebinar Registrant

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New GoToWebinar Webinar to Update Pipedrive Deal Stage to Create GoToWebinar Registrant

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New GoToWebinar Attendee to Create GoToWebinar Registrant to Add Pipedrive Deal

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Showing 20 journey ideas for Pipedrive, GoToWebinar 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 GoToWebinar integration

GoToWebinar makes it easy to reach your audience and deliver webinars that drive results. Pick a compelling topic, invite guest speakers and include polls and surveys for truly interactive presentations. With built-in reports, analytics and full-service registration, GoToWebinar reveals your most engaged attendees, so your sales team can turn qualified leads into customers.

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, GoToWebinar 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.
New GoToWebinar Attendee
Triggers when a contact turn into attendees to a webinar.
New GoToWebinar Webinar
Triggers when you add a new upcoming webinar.
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.

Journey Actions

Update Pipedrive Person Field
Update a Pipedrive person field to a specific value.
Update Pipedrive Deal Stage
Update the stage of the latest deal associated with a contact.
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.
Create GoToWebinar Registrant
Creates a new registrant for your GoToWebinar webinar when a contact enters your journey.
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, GoToWebinar and Insightly.