Salesforce + Insightly Integration

Use Autopilot to automate and integrate Salesforce and Insightly.

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Marketing Automation ideas to integrate Salesforce and Insightly

Email Activity to Assign Insightly Owner

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Check Insightly Opportunity Stage to Assign Salesforce Lead to Group

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Insightly Opportunity Status Change to Assign Salesforce Lead to Group

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Salesforce Field Changed to Check Field to Assign Insightly Owner

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Add Insightly Opportunity to Create Salesforce Opportunity

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Insightly Opportunity Status Change to Update Salesforce Field to Assign Insightly Owner

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Check Insightly Opportunity Stage to Create Salesforce Opportunity

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Add Insightly Opportunity to Add Delay to Create Salesforce Opportunity

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Insightly Opportunity Status Change to Assign Salesforce Lead to Group

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Check Insightly Opportunity Stage to Update Salesforce Field to Assign Insightly Owner

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Insightly Contact Field Change to Check Pipedrive Person Field to Add Salesforce Task

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Insightly Contact Field Change to Update Salesforce Field to Mail Lob Postcard

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Insightly Opportunity Status Change to Assign Salesforce Lead to Group

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Check Insightly Opportunity Stage to Assign Insightly Task to Set Salesforce Campaign Member Status

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Check Insightly Contact Field to Has Submitted Form to Update Salesforce Field

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Check Insightly Opportunity Stage to Add Trello Card

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Insightly Opportunity Status Change to Assign Salesforce Lead to Add Trello Card

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Check Insightly Opportunity Stage to Add Trello Card to Add Salesforce Task

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Check Insightly Opportunity Stage to Assign Salesforce Lead

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Check Insightly Opportunity Stage to Assign Salesforce Lead

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Showing 20 of 4672 Marketing Automation ideas using Autopilot's Salesforce and Insightly integration.

About Salesforce

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 Insightly

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 Salesforce integration.

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's value 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.

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.
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 and Insightly.