Pipedrive + Insightly + Intercom integration
Use Autopilot to create journeys that use the Pipedrive, Insightly and Intercom integrations.
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Marketing Automation ideas to integrate Pipedrive, Insightly and Intercom.
Intercom Tag to Check Pipedrive Deal Stage to Assign Insightly Task
Add Insightly Opportunity to Assign Pipedrive Person Owner to Assign Insightly Task
Add Intercom Tag to Add Pipedrive Note to Update Insightly Contact Field
Add Insightly Opportunity to Add Pipedrive Note to Assign Insightly Task
Insightly Contact Field Change to Update Pipedrive Deal Field to Assign Insightly Task
Person Field Match to Assign Insightly Task to Add Pipedrive Note
Check Insightly Opportunity Stage to Assign Pipedrive Person Owner to Update Insightly Contact Field
New Intercom User to Create Insightly Project to Update Pipedrive Deal Field
Pipedrive Deal Status Match to Assign Insightly Owner to Schedule Pipedrive Activity
Pipedrive Deal Status Match to Add Pipedrive Note to Assign Insightly Task
Check Insightly Contact Field to Add Pipedrive Deal to Update Insightly Contact Field
Add Insightly Opportunity to Check Pipedrive Person Field to Assign Insightly Task
Person Field Match to Schedule Pipedrive Activity to Assign Insightly Task
Pipedrive Deal Status Match to Create Insightly Project to Update Pipedrive Deal
Insightly Contact Field Change to Update Insightly Contact Field to Assign Pipedrive Person Owner
Insightly Contact Field Change to Assign Insightly Owner to Update Pipedrive Deal Field
Add Intercom Tag to Update Insightly Contact Field to Update Pipedrive Deal Field
Check Insightly Contact Field to Check Pipedrive Person Field to Assign Insightly Owner
Pipedrive Deal Status Match to Assign Insightly Task to Add Pipedrive Note
Add Insightly Opportunity to Update Insightly Contact Field to Update Pipedrive Deal
Showing 20 journey ideas for Pipedrive, Insightly and Intercom
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 Intercom integration
Combine the power of Intercom and Autopilot and create a seamless experience for your leads and users. You can add new Intercom leads and users to Autopilot automatically, trigger Autopilot journeys when someone is tagged in Intercom, add Autopilot contacts to Intercom, and tag leads or users in Intercom based on what occurs in an Autopilot journey, so you can take a follow-up action in Intercom.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Pipedrive integration, Insightly integration and the Intercom 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.
Add Intercom Tag
Tag an Intercom lead or user.
New Intercom User
Add any new Intercom user to a journey.
New Intercom Lead
Add any new Intercom lead to a journey.
Intercom Tag
Add an Intercom lead or user to a journey when they are tagged in Intercom.
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 Intercom.
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