Pipedrive + Salesforce + Insightly integration

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

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Marketing Automation ideas to integrate Pipedrive, Salesforce and Insightly.

Check Insightly Contact Field to Update Salesforce Field to Add Pipedrive Deal

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Insightly Contact Field Change to Set Salesforce Campaign Member Status to Update Pipedrive Deal

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Salesforce Field Changed to Update Pipedrive Person Field to Create Salesforce Opportunity

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

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Salesforce Field Changed to Create Salesforce Opportunity to Add Pipedrive Note

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Insightly Contact Field Change to Update Pipedrive Deal to Assign Salesforce Lead

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Pipedrive Deal Stage Match to Add Salesforce Task to Assign Insightly Task

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Add Insightly Opportunity to Update Pipedrive Person Field to Assign Salesforce Lead

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Pipedrive Deal Status Match to Check Salesforce Field to Create Insightly Project

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

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Salesforce Campaign Trigger to Update Pipedrive Deal to Create Insightly Project

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Insightly Contact Field Change to Assign Salesforce Lead to Add Pipedrive Deal

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Insightly Opportunity Status Change to Add Salesforce Task to Add Pipedrive Deal

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Person Field Match to Set Salesforce Campaign Member Status to Assign Insightly Task

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Salesforce Field Changed to Assign Salesforce Lead to Group to Add Pipedrive Note

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Pipedrive Deal Status Match to Update Pipedrive Person Field to Add Salesforce Task

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Salesforce Field Changed to Check Pipedrive Deal Field to Update Insightly Contact Field

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Check Insightly Contact Field to Assign Salesforce Lead to Group to Schedule Pipedrive Activity

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Check Insightly Opportunity Stage to Check Pipedrive Deal Stage to Assign Salesforce Lead

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Salesforce Field Changed to Check Pipedrive Deal Stage to Assign Salesforce Lead to Group

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Showing 20 journey ideas for Pipedrive, Salesforce 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 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.

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, Salesforce 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.
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 meets your 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).
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 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 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.
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, Salesforce and Insightly.