Salesforce + Hubspot CRM + Insightly integration

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

Upcoming

Marketing Automation ideas to integrate Salesforce, Hubspot CRM and Insightly.

Salesforce Field Changed to Check HubSpot CRM Deal Stage to Update Insightly Contact Field

Try this free

New HubSpot CRM Contact to Update HubSpot CRM Deal Stage to Update Salesforce Field

Try this free

Salesforce Field Changed to Update HubSpot CRM Deal Stage to Set Salesforce Campaign Member Status

Try this free

HubSpot CRM Contact Field Match to Assign Salesforce Lead to Update HubSpot CRM Deal Stage

Try this free

Check Insightly Contact Field to Check Salesforce Campaign Member Status to Update HubSpot CRM Deal Stage

Try this free

Insightly Opportunity Status Change to Add HubSpot CRM Deal to Add Salesforce Task

Try this free

HubSpot CRM Contact Field Match to Add HubSpot CRM Deal to Update Salesforce Field

Try this free

HubSpot CRM Deal Stage Match to Check Salesforce Field to Update HubSpot CRM Deal Stage

Try this free

Insightly Opportunity Status Change to Check HubSpot CRM Deal Stage to Add Salesforce Task

Try this free

Salesforce Field Changed to Update HubSpot CRM Deal Stage to Assign Salesforce Lead

Try this free

Insightly Opportunity Status Change to Assign Salesforce Lead to Update HubSpot CRM Deal Stage

Try this free

HubSpot CRM Contact Field Match to Check HubSpot CRM Deal Stage to Add Salesforce Task

Try this free

Add Insightly Opportunity to Update HubSpot CRM Deal Stage to Update Salesforce Field

Try this free

New HubSpot CRM Contact to Assign Insightly Task to Create Salesforce Opportunity

Try this free

Check Insightly Opportunity Stage to Check HubSpot CRM Deal Stage to Create Salesforce Opportunity

Try this free

HubSpot CRM Deal Stage Match to Set Salesforce Campaign Member Status to Update HubSpot Contact Field

Try this free

Salesforce Campaign Trigger to Assign Salesforce Lead to Update HubSpot Contact Field

Try this free

New HubSpot CRM Contact to Assign Salesforce Lead to Group to Update Insightly Contact Field

Try this free

HubSpot CRM Contact Field Match to Set Salesforce Campaign Member Status to Update HubSpot Contact Field

Try this free

HubSpot CRM Deal Stage Match to Update HubSpot Contact Field to Assign Salesforce Lead

Try this free

Showing 20 journey ideas for Salesforce, Hubspot CRM 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 Hubspot CRM integration

Make sure the time and effort you spend acquiring leads pays off. Automatically send leads that you generate with Autopilot to HubSpot CRM and create personalized deals. Assign deals to your sales team using round robin lead assignment, and update HubSpot CRM fields or deals based on events that occur in Autopilot or one of your connected apps. Visually create seamless marketing and sales journeys across HubSpot CRM and your other favorite apps. Trigger journeys in Autopilot when a deal stage is changed in HubSpot CRM, or a particular field is updated, so you can ensure timely action and personalized communication occurs — to help you close more deals.

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, Hubspot CRM 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).
New HubSpot CRM Contact
Add any new HubSpot CRM contact to a journey.
HubSpot CRM Contact Field Match
Add a contact to a journey when a particular HubSpot CRM field meets your criteria (e.g. contains a particular word).
HubSpot CRM 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 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.
Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.

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.
Add HubSpot CRM Deal
Create a contextual HubSpot CRM deal.
Update HubSpot CRM Deal Stage
Update the stage of the latest deal associated with a contact.
Update HubSpot Contact Field
Update a HubSpot contact 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 Salesforce, Hubspot CRM and Insightly.