Pipedrive + Trello + Insightly integration

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

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Marketing Automation ideas to integrate Pipedrive, Trello and Insightly.

Insightly Opportunity Status Change to Add Trello Card to Update Pipedrive Deal Field

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Add Insightly Opportunity to Check Pipedrive Person Field to Add Trello Card

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Add Insightly Opportunity to Add Trello Card to Update Pipedrive Deal

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Pipedrive Deal Stage Match to Add Trello Card to Update Pipedrive Person Field

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Insightly Contact Field Change to Assign Pipedrive Person Owner to Add Trello Card

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Insightly Opportunity Status Change to Add Trello Card to Add Pipedrive Note

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Person Field Match to Add Trello Card to Update Insightly Contact Field

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Pipedrive Deal Status Match to Assign Insightly Task to Add Trello Card

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Pipedrive Deal Status Match to Assign Insightly Owner to Add Trello Card

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Check Insightly Opportunity Stage to Add Trello Card to Schedule Pipedrive Activity

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Add Insightly Opportunity to Check Pipedrive Deal Field to Add Trello Card

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Check Insightly Opportunity Stage to Update Pipedrive Person Field to Add Trello Card

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Pipedrive Deal Status Match to Add Trello Card to Create Insightly Project

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Insightly Contact Field Change to Add Pipedrive Deal to Add Trello Card

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Check Insightly Opportunity Stage to Check Pipedrive Deal Stage to Add Trello Card

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Check Insightly Contact Field to Update Pipedrive Deal Field to Add Trello Card

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Insightly Opportunity Status Change to Update Pipedrive Deal Field to Add Trello Card

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Pipedrive Deal Status Match to Add Trello Card to Update Insightly Contact Field

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Pipedrive Deal Stage Match to Assign Pipedrive Person Owner to Add Trello Card

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Check Insightly Opportunity Stage to Add Trello Card to Update Pipedrive Deal

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Showing 20 journey ideas for Pipedrive, Trello 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 Trello integration

Trello is the easy, free, flexible, and visual way to manage your projects and organize anything, trusted by millions of people from all over the world. With Trello for Autopilot you can manage internal workflow for sales, marketing, customer success and support. For example, every time you win a new customer add them to the New Customer board so they can be followed up by your customer success team.

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, Trello 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.
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.
Add Trello Card
Adds a Trello card to a board.
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, Trello and Insightly.