Pipedrive + Page Visit Tracking + Insightly integration
Use Autopilot to create journeys that use the Pipedrive, Page Visit Tracking and Insightly integrations.
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Marketing Automation ideas to integrate Pipedrive, Page Visit Tracking and Insightly.
Page Visited to Check Pipedrive Deal Field to Assign Insightly Task
Add Insightly Opportunity to Has Visited Page to Assign Pipedrive Person Owner
Check Insightly Opportunity Stage to Has Visited Page to Assign Pipedrive Person Owner
Page Visited to Create Insightly Project to Update Pipedrive Deal
Pipedrive Deal Status Match to Has Visited Page to Update Pipedrive Deal Field
Check Insightly Contact Field to Has Visited Page to Update Pipedrive Person Field
Add Insightly Opportunity to Has Visited Page to Schedule Pipedrive Activity
Page Visited to Assign Insightly Task to Update Pipedrive Deal
Pipedrive Deal Stage Match to Has Visited Page to Add Pipedrive Deal
Page Visited to Update Insightly Contact Field to Assign Pipedrive Person Owner
Page Visited to Assign Pipedrive Person Owner to Assign Insightly Task
Person Field Match to Has Visited Page to Update Insightly Contact Field
Page Visited to Assign Insightly Task to Add Pipedrive Deal
Insightly Contact Field Change to Has Visited Page to Update Pipedrive Deal Field
Insightly Opportunity Status Change to Has Visited Page to Schedule Pipedrive Activity
Page Visited to Check Pipedrive Deal Stage to Create Insightly Project
Page Visited to Add Pipedrive Deal to Create Insightly Project
Page Visited to Update Pipedrive Deal Field to Assign Insightly Owner
Page Visited to Update Pipedrive Deal to Create Insightly Project
Page Visited to Assign Insightly Owner to Schedule Pipedrive Activity
Showing 20 journey ideas for Pipedrive, Page Visit Tracking 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 Page Visit Tracking integration
Track what leads and customers do on your website, landing pages, store, blog, knowledge base or app. Then trigger journeys using these activities.
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, Page Visit Tracking 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.
Page Visited
Add a contact to a journey when they visit a specific page, or a page that meets some other criteria (e.g. contains a particular word).
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).
Has Visited Page
Check if a contact has visited a specific page, or a page that 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.
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, Page Visit Tracking and Insightly.
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