Pipedrive + Insightly + Hubspot CRM integration

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

Upcoming

Marketing Automation ideas to integrate Pipedrive, Insightly and Hubspot CRM.

Person Field Match to Add Pipedrive Note to Create Insightly Project

Try this free

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

Try this free

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

Try this free

Pipedrive Deal Status Match to Update Insightly Contact Field to Add Pipedrive Deal

Try this free

New HubSpot CRM Contact to Create Insightly Project to Assign Pipedrive Person Owner

Try this free

Person Field Match to Create Insightly Project to Update HubSpot Contact Field

Try this free

New HubSpot CRM Contact to Check Pipedrive Deal Field to Create Insightly Project

Try this free

Insightly Opportunity Status Change to Create Insightly Project to Assign Pipedrive Person Owner

Try this free

Pipedrive Deal Stage Match to Update HubSpot Contact Field to Create Insightly Project

Try this free

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

Try this free

Insightly Opportunity Status Change to Update Pipedrive Person Field to Add HubSpot CRM Deal

Try this free

Insightly Contact Field Change to Update HubSpot CRM Deal Stage to Add Pipedrive Note

Try this free

Add Insightly Opportunity to Update Pipedrive Deal to Update HubSpot CRM Deal Stage

Try this free

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

Try this free

Add Insightly Opportunity to Update HubSpot CRM Deal Stage to Update Pipedrive Deal Field

Try this free

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

Try this free

Check Insightly Opportunity Stage to Update HubSpot CRM Deal Stage to Update Pipedrive Person Field

Try this free

HubSpot CRM Deal Stage Match to Assign Insightly Owner to Schedule Pipedrive Activity

Try this free

Add Insightly Opportunity to Add Pipedrive Note to Assign Insightly Task

Try this free

Check Insightly Contact Field to Create Insightly Project to Update Pipedrive Person Field

Try this free

Showing 20 journey ideas for Pipedrive, Insightly and Hubspot CRM

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 Hubspot CRM integration

Make sure the time and effort you spend acquiring leads pays off. Automatically send leads that you generate with Autopilot to HubSpot CRM and create personalized deals. Assign deals to your sales team using round robin lead assignment, and update HubSpot CRM fields or deals based on events that occur in Autopilot or one of your connected apps. Visually create seamless marketing and sales journeys across HubSpot CRM and your other favorite apps. Trigger journeys in Autopilot when a deal stage is changed in HubSpot CRM, or a particular field is updated, so you can ensure timely action and personalized communication occurs — to help you close more deals.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Insightly integration and the Hubspot CRM 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.
New HubSpot CRM Contact
Add any new HubSpot CRM contact to a journey.
HubSpot CRM Contact Field Match
Add a contact to a journey when a particular HubSpot CRM field meets your criteria (e.g. contains a particular word).
HubSpot CRM Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.

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).
Check HubSpot CRM 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
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.
Add HubSpot CRM Deal
Create a contextual HubSpot CRM deal.
Update HubSpot CRM Deal Stage
Update the stage of the latest deal associated with a contact.
Update HubSpot Contact Field
Update a HubSpot contact field to a specific value.

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 Hubspot CRM.