Pipedrive + Intercom + Insightly integration

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

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Marketing Automation ideas to integrate Pipedrive, Intercom and Insightly.

New Intercom User to Create Insightly Project to Add a Pipedrive Deal

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Insightly Opportunity Status Change to Add Intercom Tag to Update Pipedrive Deal Stage

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New Intercom User to Create Insightly Project to Update Pipedrive Deal Stage

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New Intercom Lead to Assign Insightly Task to Schedule Pipedrive Activity

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Person Field Match to Update Insightly Contact Field to Add Intercom Tag

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New Intercom User to Assign Insightly Owner to Assign Pipedrive Person Owner

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Pipedrive Deal Stage Match to Update Pipedrive Person Field to Add Intercom Tag

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New Intercom User to Check Pipedrive Person Field to Assign Insightly Owner

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Person Field Match to Add Intercom Tag to Create Insightly Project

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Intercom Tag to Add Intercom Tag to Schedule Pipedrive Activity

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Person Field Match to Schedule Pipedrive Activity to Add Intercom Tag

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New Intercom User to Update Pipedrive Deal Stage to Add Intercom Tag

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Intercom Tag to Create Insightly Project to Schedule Pipedrive Activity

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Pipedrive Deal Status Match to Update Pipedrive Deal Stage to Add Intercom Tag

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New Intercom Lead to Check Pipedrive Deal Stage to Create Insightly Project

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New Intercom Lead to Assign Pipedrive Person Owner to Add Intercom Tag

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Pipedrive Deal Stage Match to Assign Pipedrive Person Owner to Add Intercom Tag

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Check Insightly Opportunity Stage to Assign Pipedrive Person Owner to Add Intercom Tag

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Intercom Tag to Assign Pipedrive Person Owner to Assign Insightly Owner

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Intercom Tag to Update Pipedrive Person Field to Add Intercom Tag

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Showing 20 journey ideas for Pipedrive, Intercom and Insightly

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 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.

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Intercom integration and the Insightly 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.
New Intercom User
Adds new Intercom users to a journey.
New Intercom Lead
Adds new Intercom leads to a journey.
Intercom Tag
Adds an Intercom lead or user to a journey when they are tagged in Intercom.
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 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.

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.
Add Intercom Tag
Tags an Intercom lead or user.
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, Intercom and Insightly.