Pipedrive + Smart Segments + Insightly integration

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

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Marketing Automation ideas to integrate Pipedrive, Smart Segments and Insightly.

Smart Segment Trigger to Create Insightly Project to Update Pipedrive Deal

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Smart Segment Trigger to Update Pipedrive Deal Field to Assign Insightly Task

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Smart Segment Trigger to Add Pipedrive Note to Update Insightly Contact Field

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Smart Segment Trigger to Assign Insightly Task to Update Pipedrive Deal

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Smart Segment Trigger to Update Pipedrive Person Field to Assign Insightly Owner

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Smart Segment Trigger to Assign Insightly Owner to Schedule Pipedrive Activity

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Smart Segment Trigger to Schedule Pipedrive Activity to Create Insightly Project

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Smart Segment Trigger to Check Pipedrive Person Field to Assign Insightly Task

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Smart Segment Trigger to Check Pipedrive Deal Field to Create Insightly Project

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Smart Segment Trigger to Assign Pipedrive Person Owner to Assign Insightly Owner

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Smart Segment Trigger to Check Pipedrive Deal Stage to Assign Insightly Task

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Smart Segment Trigger to Update Insightly Contact Field to Update Pipedrive Deal Field

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Smart Segment Trigger to Update Pipedrive Deal to Assign Insightly Owner

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Smart Segment Trigger to Update Insightly Contact Field to Schedule Pipedrive Activity

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Smart Segment Trigger to Create Insightly Project to Schedule Pipedrive Activity

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Smart Segment Trigger to Update Insightly Contact Field to Assign Pipedrive Person Owner

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Smart Segment Trigger to Create Insightly Project to Add Pipedrive Note

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Smart Segment Trigger to Check Pipedrive Deal Field to Update Insightly Contact Field

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Smart Segment Trigger to Update Insightly Contact Field to Update Pipedrive Person Field

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Smart Segment Trigger to Assign Insightly Owner to Assign Pipedrive Person Owner

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Showing 20 journey ideas for Pipedrive, Smart Segments 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 Smart Segments integration

Targeting the right people with the right message has never been this easy. Easily segment and engage your leads and customers based on any combination of field values, behaviors, list memberships and much more. Add them to journeys automatically when they meet your criteria.

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, Smart Segments 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.
Smart Segment Trigger
Add contacts on a smart segment to a journey.
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.

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, Smart Segments and Insightly.