Pipedrive + Trello + Insightly integration

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

Upcoming

Marketing Automation ideas to integrate Pipedrive, Trello and Insightly.

Pipedrive Deal Stage Match to Add Trello Card to Add Pipedrive Deal

Try this free

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

Try this free

Pipedrive Deal Status Match to Check Pipedrive Person Field to Add Trello Card

Try this free

Check Insightly Opportunity Stage to Add Trello Card to Assign Pipedrive Person Owner

Try this free

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

Try this free

Add Insightly Opportunity to Assign Pipedrive Person Owner to Add Trello Card

Try this free

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

Try this free

Person Field Match to Add Trello Card to Create Insightly Project

Try this free

Person Field Match to Add Trello Card to Add Pipedrive Deal

Try this free

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

Try this free

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

Try this free

Check Insightly Contact Field to Schedule Pipedrive Activity to Add Trello Card

Try this free

Insightly Opportunity Status Change to Assign Pipedrive Person Owner to Add Trello Card

Try this free

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

Try this free

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

Try this free

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

Try this free

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

Try this free

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

Try this free

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

Try this free

Insightly Contact Field Change to Check Pipedrive Person Field to Add Trello Card

Try this free

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
Triggers when a field on a person record changes to a defined value.
Pipedrive Deal Stage Match
Triggers main contact to start journey when the deal stage changes on a certain pipeline.
Pipedrive Deal Status Match
When a deal in Pipedrive changes status in a pipeline the key contact is added to a new 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 the value in a field against a specific value with a true or false outcome.
Check Pipedrive Deal Stage
Check the deal stage with a true or false outcome.

Journey Actions

Add Pipedrive Deal
Add a deal to a pipeline associated with the contact in a journey.
Update Pipedrive Deal Stage
Updates a deal stage to a certain stage. Updates latest deal against the person.
Schedule Pipedrive Activity
Schedule an activity to a person to complete.
Assign Pipedrive Person Owner
Assigns an owner to a person in Pipedrive.
Update Pipedrive Person Field
Updates a person field to a certain value or a value from another field.
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.