Pipedrive + Insightly + Freshdesk integration

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

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Marketing Automation ideas to integrate Pipedrive, Insightly and Freshdesk.

Freshdesk Ticket Updated to Add Pipedrive Deal to Assign Insightly Owner

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Freshdesk New Contact to Assign Insightly Task to Update Pipedrive Person Field

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New Freshdesk Ticket to Add Pipedrive Deal to Assign Insightly Owner

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Check Insightly Opportunity Stage to Create Insightly Project to Update Pipedrive Person Field

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Check Insightly Contact Field to Freshdesk Ticket Status to Add Pipedrive Note

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Insightly Opportunity Status Change to Freshdesk Update Ticket to Update Pipedrive Deal

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

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

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Check Insightly Opportunity Stage to Schedule Pipedrive Activity to Create Insightly Project

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

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New Freshdesk Ticket to Assign Insightly Task to Assign Pipedrive Person Owner

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

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Insightly Opportunity Status Change to Update Insightly Contact Field to Schedule Pipedrive Activity

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Create New Freshdesk Ticket to Update Pipedrive Deal Field to Assign Insightly Task

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Pipedrive Deal Stage Match to Create Insightly Project to Add Pipedrive Deal

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Insightly Opportunity Status Change to Check Pipedrive Deal Stage to Assign Insightly Owner

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Insightly Contact Field Change to Update Insightly Contact Field to Schedule Pipedrive Activity

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Insightly Contact Field Change to Create Insightly Project to Update Pipedrive Deal

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

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

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Showing 20 journey ideas for Pipedrive, Insightly and Freshdesk

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 Freshdesk integration

Freshdesk is cloud-based customer support software. Freshdesk and Autopilot allow you to start journeys based on tickets matching certain criteria and follow up when people have had both positive and negative experiences. You can also add tickets automatically based on actions that happen in the customer journey.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Insightly integration and the Freshdesk 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.
Freshdesk Ticket Updated
Triggers when a Freshdesk ticket is updated .
Freshdesk Contact Updated
Triggers when a Freshdesk contact is updated.
Freshdesk New Contact
When a new contact is added to Freshdesk the journey is triggered.
New Freshdesk Ticket
Triggers when a new Freshdesk ticket is submitted or created. Can be filtered to match certain criteria.
Create New Freshdesk Ticket
Creates a new Freshdesk Ticket.

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).
Freshdesk Ticket Status
Checks the most recent ticket status with multiple outcomes.

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.
Freshdesk Update Ticket
Updates the latest ticket with new information or a status.

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 Freshdesk.