Pipedrive + Insightly + Lists integration
Use Autopilot to create journeys that use the Pipedrive, Insightly and Lists integrations.
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Marketing Automation ideas to integrate Pipedrive, Insightly and Lists.
Check Insightly Contact Field to Check Pipedrive Deal Field to Add to List
Insightly Contact Field Change to Update Insightly Contact Field to Add Pipedrive Note
Check Insightly Contact Field to Check Pipedrive Deal Stage to Assign Insightly Task
List Trigger to Update Pipedrive Deal to Create Insightly Project
Check Insightly Contact Field to Update Pipedrive Person Field to Assign Insightly Task
List Trigger to Check Pipedrive Deal Field to Update Insightly Contact Field
Person Field Match to Check Pipedrive Deal Field to Create Insightly Project
Pipedrive Deal Status Match to Create Insightly Project to Update Pipedrive Deal Field
Pipedrive Deal Stage Match to Update Pipedrive Deal Field to Create Insightly Project
Insightly Contact Field Change to Add to List to Update Pipedrive Deal
Person Field Match to Check Pipedrive Deal Field to Assign Insightly Owner
Pipedrive Deal Stage Match to Assign Pipedrive Person Owner to Update Insightly Contact Field
Pipedrive Deal Stage Match to Create Insightly Project to Add Pipedrive Deal
Check Insightly Contact Field to Add to List to Schedule Pipedrive Activity
Check Insightly Contact Field to Update Pipedrive Person Field to Remove From List
Check Insightly Opportunity Stage to Check Lead Status to Update Pipedrive Person Field
Add Insightly Opportunity to Update Pipedrive Deal Field to Assign Insightly Owner
Check Insightly Opportunity Stage to Update Insightly Contact Field to Update Pipedrive Deal
List Trigger to Update Insightly Contact Field to Add Pipedrive Note
Add Insightly Opportunity to Update Pipedrive Deal Field to Remove From List
Showing 20 journey ideas for Pipedrive, Insightly and Lists
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 Lists integration
Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Pipedrive integration, Insightly integration and the Lists 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.
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.
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).
Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.
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 to List
Add a contact to a list.
Remove From List
Remove a contact from a list.
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 Lists.
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