Pipedrive + Insightly Integration

Use Autopilot to automate and integrate Pipedrive and Insightly.

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Marketing Automation ideas to integrate Pipedrive and Insightly

Check Insightly Contact Field to Assign Pipedrive Person Owner

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Pipedrive Deal Status Changed to Assign Insightly Owner to Add a Pipedrive Deal

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Person Field Changed to Check Pipedrive Person Field to Assign Insightly Owner

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Add Insightly Opportunity to Update Pipedrive Person Field to Update Insightly Contact Field

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Check Insightly Contact Field to Remove From List

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Insightly Opportunity Status Change to Assign Insightly Task to Update Pipedrive Person Field

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Add Insightly Opportunity to Add a Pipedrive Deal to Assign Insightly Owner

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Check Insightly Contact Field to Update Insightly Contact Field to Add a Pipedrive Deal

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Check Insightly Contact Field to Update Pipedrive Person Field

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Person Field Changed to Update Salesforce Field to Create Insightly Project

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Person Field Changed to Create Insightly Project

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Insightly Contact Field Change to Assign Pipedrive Person Owner

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Insightly Contact Field Change to Remove From List to Update Pipedrive Person Field

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Add Insightly Opportunity to Check Pipedrive Person Field to Update Insightly Contact Field

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Insightly Opportunity Status Change to Assign Pipedrive Person Owner to Assign Insightly Task

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Add Insightly Opportunity to Update Pipedrive Deal Stage

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Pipedrive Deal Status Changed to Remove From List to Assign Insightly Task

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Pipedrive Deal Stage Changed to Assign Insightly Owner

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Pipedrive Deal Status Changed to Schedule Pipedrive Activity to Assign Insightly Owner

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Pipedrive Deal Stage Changed to Assign Insightly Owner

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Showing 20 of 3396 Marketing Automation ideas using Autopilot's Pipedrive and Insightly integration.

About Pipedrive

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 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 Pipedrive integration.

Triggers

Person Field Changed
Triggers when a field on a person record changes to a defined value.
Pipedrive Deal Status Changed
When a deal in Pipedrive changes status in a pipeline the key contact is added to a new journey.
Pipedrive Deal Stage Changed
Triggers main contact to start journey when the deal stage changes on a certain pipeline.
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.

Actions

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.
Add a Pipedrive Deal
Add a deal to a pipeline associated with the contact in a journey.
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.
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 and Insightly.