Salesforce + Google Sheets + Insightly integration

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

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Marketing Automation ideas to integrate Salesforce, Google Sheets and Insightly.

Check Insightly Contact Field to Assign Salesforce Lead to Group to New Google Sheet Spreadsheet Row

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Insightly Contact Field Change to Assign Salesforce Lead to Group to New Google Sheet Spreadsheet Row

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Salesforce Field Changed to New Google Sheet Spreadsheet Row to Add Salesforce Task

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Add Insightly Opportunity to Update Salesforce Field to New Google Sheet Spreadsheet Row

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Salesforce Campaign Trigger to Update Insightly Contact Field to New Google Sheet Spreadsheet Row

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Insightly Contact Field Change to New Google Sheet Spreadsheet Row to Set Salesforce Campaign Member Status

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Insightly Contact Field Change to Update Salesforce Field to New Google Sheet Spreadsheet Row

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Add Insightly Opportunity to Set Salesforce Campaign Member Status to New Google Sheet Spreadsheet Row

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Salesforce Campaign Trigger to New Google Sheet Spreadsheet Row to Update Insightly Contact Field

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Check Insightly Opportunity Stage to Check Salesforce Field to New Google Sheet Spreadsheet Row

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Check Insightly Contact Field to New Google Sheet Spreadsheet Row to Update Salesforce Field

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Insightly Contact Field Change to Create Salesforce Opportunity to New Google Sheet Spreadsheet Row

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Add Insightly Opportunity to Check Salesforce Campaign Member Status to New Google Sheet Spreadsheet Row

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Insightly Opportunity Status Change to New Google Sheet Spreadsheet Row to Assign Salesforce Lead

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Check Insightly Opportunity Stage to Assign Salesforce Lead to Group to New Google Sheet Spreadsheet Row

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Check Insightly Contact Field to Create Salesforce Opportunity to New Google Sheet Spreadsheet Row

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Check Insightly Contact Field to Add Salesforce Task to New Google Sheet Spreadsheet Row

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Insightly Opportunity Status Change to New Google Sheet Spreadsheet Row to Add Salesforce Task

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Check Insightly Opportunity Stage to Create Salesforce Opportunity to New Google Sheet Spreadsheet Row

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Salesforce Field Changed to Update Insightly Contact Field to New Google Sheet Spreadsheet Row

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Showing 20 journey ideas for Salesforce, Google Sheets 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 Google Sheets integration

Send a new row to your Google Sheet to analyze data from a journey and create visualizations.

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, Google Sheets 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).
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.

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.
New Google Sheet Spreadsheet Row
Creates a new row in a Google Sheet.
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, Google Sheets and Insightly.