Pipedrive + Insightly + Salesforce integration

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

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Marketing Automation ideas to integrate Pipedrive, Insightly and Salesforce.

Person Field Match to Update Insightly Contact Field to Assign Salesforce Lead

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Pipedrive Deal Stage Match to Add Salesforce Task to Update Insightly Contact Field

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

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Pipedrive Deal Status Match to Assign Salesforce Lead to Group to Assign Insightly Owner

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Salesforce Field Changed to Assign Insightly Task to Add a Pipedrive Deal

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Insightly Contact Field Change to Update Pipedrive Deal Stage to Update Salesforce Field

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Pipedrive Deal Stage Match to Create Insightly Project to Assign Salesforce Lead to Group

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

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Check Insightly Opportunity Stage to Set Salesforce Campaign Member Status to Assign Pipedrive Person Owner

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Check Insightly Opportunity Stage to Check Pipedrive Deal Stage to Create Salesforce Opportunity

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Check Insightly Contact Field to Schedule Pipedrive Activity to Update Salesforce Field

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

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Check Insightly Opportunity Stage to Add a Pipedrive Deal to Create Salesforce Opportunity

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Add Insightly Opportunity to Schedule Pipedrive Activity to Add Salesforce Task

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Add Insightly Opportunity to Check Pipedrive Person Field to Update Salesforce Field

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Check Insightly Opportunity Stage to Check Pipedrive Person Field to Assign Salesforce Lead

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

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Add Insightly Opportunity to Create Insightly Project to Schedule Pipedrive Activity

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Insightly Opportunity Status Change to Update Pipedrive Person Field to Assign Insightly Task

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Person Field Match to Assign Insightly Task to Assign Salesforce Lead to Group

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Showing 20 journey ideas for Pipedrive, Insightly and Salesforce

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 Salesforce integration

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Insightly integration and the Salesforce 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.
Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field's value meets your criteria (e.g. contains a particular word).

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.
Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.

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.
Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce 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 Salesforce.