Pipedrive + Insightly + Autopilot API integration

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

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Marketing Automation ideas to integrate Pipedrive, Insightly and Autopilot API.

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

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

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Pipedrive Deal Stage Match to Assign Pipedrive Person Owner to Create Insightly Project

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

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Pipedrive Deal Status Match to Add Pipedrive Deal to Assign Insightly Task

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Person Field Match to Schedule Pipedrive Activity to Assign Insightly Owner

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Pipedrive Deal Status Match to Create Insightly Project to Schedule Pipedrive Activity

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API Trigger to Update Pipedrive Deal Field to Assign Insightly Task

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Insightly Contact Field Change to Update Pipedrive Deal to Assign Insightly Owner

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Check Insightly Opportunity Stage to Update Insightly Contact Field to Assign Pipedrive Person Owner

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

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Check Insightly Opportunity Stage to Add Pipedrive Deal to Create Insightly Project

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API Trigger to Schedule Pipedrive Activity to Assign Insightly Owner

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API Trigger to Create Insightly Project to Add Pipedrive Deal

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Check Insightly Opportunity Stage to Assign Insightly Owner to Update Pipedrive Deal

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Pipedrive Deal Status Match to Schedule Pipedrive Activity to Update Insightly Contact Field

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Check Insightly Opportunity Stage to Update Pipedrive Deal to Assign Insightly Task

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Pipedrive Deal Status Match to Update Pipedrive Deal to Assign Insightly Owner

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Pipedrive Deal Stage Match to Update Pipedrive Person Field to Assign Insightly Owner

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Check Insightly Contact Field to Add Pipedrive Deal to Create Insightly Project

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Showing 20 journey ideas for Pipedrive, Insightly and Autopilot API

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 Insightly integration

Grow your business faster than ever before by building stronger customer relationships over time, and exceeding expectations every step of the way.

About the Autopilot API integration

The Autopilot REST API allows you to send contacts from Autopilot to your app, add contacts from your app into Autopilot, trigger Autopilot journeys from your app, keep unsubscribes in sync between Autopilot and your app, enhance contact profiles with custom fields and data from your app and get data from your app into and out of Salesforce using Autopilot's native integration.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Insightly integration and the Autopilot API 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.
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.
API Trigger
Add a contact to a journey using a custom API call.

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).

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.
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, Insightly and Autopilot API.