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.

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

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

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Pipedrive Deal Status Match to Assign Insightly Task to Update Pipedrive Deal Stage

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Removed From List to Add a Pipedrive Deal to Assign Insightly Task

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Insightly Opportunity Status Change to Add a Pipedrive Deal to Remove From List

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Insightly Contact Field Change to Check Pipedrive Deal Stage to Assign Insightly Owner

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Insightly Contact Field Change to Check Lead Status to Add a Pipedrive Deal

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Check Insightly Opportunity Stage to Schedule Pipedrive Activity to Assign Insightly Task

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

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List Trigger to Create Insightly Project to Add a Pipedrive Deal

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Check Insightly Opportunity Stage to Check Lead Status to Update Pipedrive Person Field

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Removed From List to Check Pipedrive Deal Stage to Create Insightly Project

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Insightly Contact Field Change to Add to List to Update Pipedrive Person Field

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Check Insightly Contact Field to Update Pipedrive Deal Stage to Remove From List

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Check Insightly Opportunity Stage to Remove From List to Update Pipedrive Deal Stage

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

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Removed From List to Assign Pipedrive Person Owner to Assign Insightly Task

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

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Check Insightly Opportunity Stage to Add a Pipedrive Deal to Remove From List

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

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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
Triggers when a field on a person record changes to a defined value.
Pipedrive Deal Stage Match
Triggers main contact to start journey when the deal stage changes on a certain pipeline.
Pipedrive Deal Status Match
When a deal in Pipedrive changes status in a pipeline the key contact is added to a new journey.
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 the value in a field against a specific value with a true or false outcome.
Check Pipedrive Deal Stage
Check the deal stage with a true or false outcome.
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 Deal Stage
Updates a deal stage to a certain stage. Updates latest deal against the person.
Schedule Pipedrive Activity
Schedule an activity to a person to complete.
Add a Pipedrive Deal
Add a deal to a pipeline associated with the contact in a journey.
Assign Pipedrive Person Owner
Assigns an owner to a person in Pipedrive.
Update Pipedrive Person Field
Updates a person field to a certain value or a value from another field.
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.