Salesforce + Facebook + Insightly integration

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

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Marketing Automation ideas to integrate Salesforce, Facebook and Insightly.

Facebook Lead Ad Submitted to Assign Salesforce Lead to Group to Update Insightly Contact Field

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Facebook Lead Ad Submitted to Update Insightly Contact Field to Assign Salesforce Lead

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Insightly Contact Field Change to Check Salesforce Campaign Member Status to Remove From Facebook Custom Audience

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Salesforce Field Changed to Set Salesforce Campaign Member Status to Remove From Facebook Custom Audience

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Insightly Opportunity Status Change to Add to Facebook Custom Audience to Create Salesforce Opportunity

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Check Insightly Opportunity Stage to Remove From Facebook Custom Audience to Set Salesforce Campaign Member Status

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Add Insightly Opportunity to Check Salesforce Campaign Member Status to Remove From Facebook Custom Audience

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Salesforce Field Changed to Update Insightly Contact Field to Add to Facebook Custom Audience

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Insightly Contact Field Change to Check Salesforce Field to Remove From Facebook Custom Audience

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Insightly Contact Field Change to Check Salesforce Field to Add to Facebook Custom Audience

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Salesforce Field Changed to Assign Salesforce Lead to Remove From Facebook Custom Audience

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Salesforce Field Changed to Add to Facebook Custom Audience to Assign Salesforce Lead

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Salesforce Campaign Trigger to Assign Salesforce Lead to Remove From Facebook Custom Audience

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Salesforce Field Changed to Add to Facebook Custom Audience to Update Salesforce Field

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Facebook Lead Ad Submitted to Has Submitted Facebook Lead Ad to Create Salesforce Opportunity

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Insightly Opportunity Status Change to Remove From Facebook Custom Audience to Set Salesforce Campaign Member Status

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Check Insightly Opportunity Stage to Has Submitted Facebook Lead Ad to Add Salesforce Task

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Salesforce Field Changed to Has Submitted Facebook Lead Ad to Create Salesforce Opportunity

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Facebook Lead Ad Submitted to Check Salesforce Field to Update Insightly Contact Field

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Salesforce Campaign Trigger to Add to Facebook Custom Audience to Update Insightly Contact Field

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Showing 20 journey ideas for Salesforce, Facebook and Insightly

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 Facebook integration

Facebook is an online social networking service that allows its users to connect with friends and family as well as make new connections. It provides its users with the ability to create a profile, update information, add images, send friend requests, and accept requests from other users. Its features include status update, photo tagging and sharing, 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 Salesforce integration, Facebook integration and the Insightly integration.

Journey Triggers

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).
Facebook Lead Ad Submitted
Add a contact to a journey when they submit a Facebook Lead Ad.
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 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.
Has Submitted Facebook Lead Ad
Check if a contact has previously submitted a specific Facebook Lead Ad.

Journey Actions

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.
Remove From Facebook Custom Audience
Remove a contact from a Facebook Custom Audience.
Add to Facebook Custom Audience
Add a contact to a Facebook Custom Audience.
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 Salesforce, Facebook and Insightly.