Pipedrive + Insightly + Sendgrid integration
Use Autopilot to create journeys that use the Pipedrive, Insightly and Sendgrid integrations.
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Marketing Automation ideas to integrate Pipedrive, Insightly and Sendgrid.
Pipedrive Deal Status Match to Add Pipedrive Deal to Create Insightly Project
Check Insightly Opportunity Stage to Add Pipedrive Note to Assign Insightly Owner
Check Insightly Contact Field to Send Sendgrid Transactional Email to Assign Pipedrive Person Owner
Check Insightly Opportunity Stage to Update Pipedrive Deal Field to Assign Insightly Task
Person Field Match to Assign Pipedrive Person Owner to Assign Insightly Owner
Add Insightly Opportunity to Update Pipedrive Deal to Assign Insightly Task
Pipedrive Deal Status Match to Create Insightly Project to Update Pipedrive Deal
Insightly Opportunity Status Change to Check Pipedrive Person Field to Update Insightly Contact Field
Pipedrive Deal Status Match to Assign Insightly Task to Schedule Pipedrive Activity
Person Field Match to Add Pipedrive Note to Assign Insightly Owner
Check Insightly Contact Field to Update Pipedrive Deal Field to Send Sendgrid Transactional Email
Check Insightly Opportunity Stage to Assign Pipedrive Person Owner to Send Sendgrid Transactional Email
Check Insightly Contact Field to Update Insightly Contact Field to Assign Pipedrive Person Owner
Insightly Opportunity Status Change to Create Insightly Project to Add Pipedrive Note
Pipedrive Deal Status Match to Add Pipedrive Deal to Assign Insightly Task
Insightly Contact Field Change to Update Pipedrive Deal Field to Assign Insightly Task
Pipedrive Deal Stage Match to Send Sendgrid Transactional Email to Assign Insightly Task
Pipedrive Deal Status Match to Add Pipedrive Note to Assign Insightly Owner
Pipedrive Deal Stage Match to Assign Insightly Owner to Schedule Pipedrive Activity
Check Insightly Opportunity Stage to Assign Insightly Task to Schedule Pipedrive Activity
Showing 20 journey ideas for Pipedrive, Insightly and Sendgrid
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 Sendgrid integration
SendGrid is a proven, cloud-based customer communication platform that drives engagement and business growth. SendGrid is a leader in email deliverability and its proven, cloud-based platform successfully delivers over 30 billion emails each month for Internet and mobile-based customers like Airbnb, Pandora, HubSpot, Spotify, Uber and FourSquare as well as more traditional enterprises like Intuit and Costco.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Pipedrive integration, Insightly integration and the Sendgrid 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.
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.
Send Sendgrid Transactional Email
Send a transactional email from Sendgrid.
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 Sendgrid.
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