Pipedrive + Insightly + Delighted integration

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

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Marketing Automation ideas to integrate Pipedrive, Insightly and Delighted.

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

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Pipedrive Deal Stage Match to Check Pipedrive Deal Stage to Update Insightly Contact Field

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Insightly Opportunity Status Change to Update Insightly Contact Field to Assign Pipedrive Person Owner

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Check Insightly Opportunity Stage to Check Pipedrive Deal Stage to Send Delighted NPS Survey

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Check Insightly Opportunity Stage to Check Delighted NPS Response to Update Pipedrive Person Field

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Pipedrive Deal Stage Match to Create Insightly Project to Send Delighted NPS Survey

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Pipedrive Deal Stage Match to Update Insightly Contact Field to Update Pipedrive Deal Stage

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Delighted NPS Response to Update Pipedrive Person Field to Assign Insightly Task

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Insightly Opportunity Status Change to Schedule Pipedrive Activity to Assign Insightly Owner

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

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Insightly Contact Field Change to Schedule Pipedrive Activity to Send Delighted NPS Survey

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Delighted NPS Response to Assign Pipedrive Person Owner to Create Insightly Project

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Delighted NPS Response to Check Pipedrive Deal Stage to Create Insightly Project

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

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Delighted NPS Response to Assign Insightly Task to Assign Pipedrive Person Owner

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

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

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Pipedrive Deal Status Match to Send Delighted NPS Survey to Assign Insightly Task

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

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Insightly Contact Field Change to Add Pipedrive Deal to Assign Insightly Task

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Showing 20 journey ideas for Pipedrive, Insightly and Delighted

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 Delighted integration

With Delighted send NPS surveys and automate follow up to promoters and detractors. Delighted is the easiest and most beautiful way to measure customer happiness. Are your customers delighted? The fastest and easiest way to gather actionable feedback from your customers. Delighted uses the Net Promoter System® to gather real feedback from your customers – in minutes not weeks. No technical knowledge required.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Insightly integration and the Delighted 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.
Delighted NPS Response
Trigger a journey based on an NPS Response grouped by Promoter, Passive or Detractor.

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 Delighted NPS Response
Check the previous NPS response of the contact in the journey.

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 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.
Send Delighted NPS Survey
Send an NPS survey via Delighted to the contact in the journey.

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 Delighted.