Pipedrive + Mixpanel + Insightly integration

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

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Marketing Automation ideas to integrate Pipedrive, Mixpanel and Insightly.

Mixpanel Event to Assign Insightly Owner to Assign Pipedrive Person Owner

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Pipedrive Deal Stage Match to Send Mixpanel Event to Assign Insightly Task

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Mixpanel Event to Add Pipedrive Deal to Update Insightly Contact Field

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Pipedrive Deal Status Match to Send Mixpanel Event to Update Pipedrive Deal Field

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Mixpanel Event to Assign Insightly Owner to Add Pipedrive Note

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Mixpanel Event to Update Pipedrive Person Field to Assign Insightly Owner

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Add Insightly Opportunity to Check Pipedrive Person Field to Send Mixpanel Event

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Person Field Match to Assign Pipedrive Person Owner to Send Mixpanel Event

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Person Field Match to Assign Insightly Task to Send Mixpanel Event

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Mixpanel Event to Assign Insightly Owner to Update Pipedrive Person Field

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Pipedrive Deal Stage Match to Send Mixpanel Event to Update Pipedrive Deal Field

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Check Insightly Opportunity Stage to Update Pipedrive Deal Field to Send Mixpanel Event

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Mixpanel Event to Update Pipedrive Deal Field to Update Insightly Contact Field

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Mixpanel Event to Send Mixpanel Event to Update Pipedrive Deal Field

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Person Field Match to Add Pipedrive Deal to Send Mixpanel Event

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Mixpanel Event to Update Pipedrive Deal to Send Mixpanel Event

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Mixpanel Event to Assign Insightly Task to Add Pipedrive Deal

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Mixpanel Event to Update Insightly Contact Field to Schedule Pipedrive Activity

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Insightly Contact Field Change to Check Pipedrive Deal Stage to Send Mixpanel Event

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Insightly Opportunity Status Change to Update Pipedrive Deal Field to Send Mixpanel Event

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Showing 20 journey ideas for Pipedrive, Mixpanel 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 Mixpanel integration

Mixpanel is the most advanced analytics platform for mobile & web. It helps businesses grow by helping them understand how their users behave and use their products by tracking actions people take rather than page views. Mixpanel's mission is to help the world learn from its data.

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, Mixpanel integration and the Insightly 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.
Mixpanel Event
Starts a journey when a Mixpanel Event occurs.
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.
Send Mixpanel Event
Send a Mixpanel Event.
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, Mixpanel and Insightly.