Salesforce + Insightly Integration
Use Autopilot to automate and integrate Salesforce and Insightly.
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Marketing Automation ideas to integrate Salesforce and Insightly
Salesforce Campaign Trigger to Create Insightly Project
Salesforce Campaign Trigger to Assign Insightly Owner
Insightly Contact Field Change to Assign Insightly Owner to Assign Salesforce Lead
Insightly Opportunity Status Change to Update Salesforce Field
Insightly Opportunity Status Change to Set Salesforce Campaign Member Status
Salesforce Field Changed to Send Delighted NPS Survey to Update Insightly Contact Field
Salesforce Campaign Trigger to Send Delighted NPS Survey to Update Insightly Contact Field
List Trigger to Update Salesforce Field
Check Insightly Contact Field to Assign Salesforce Lead
Salesforce Field Changed to Check Salesforce Field to Assign Insightly Owner
Check Insightly Contact Field to Update Salesforce Field to Eject from Journey
Check Insightly Contact Field to Update Insightly Contact Field to Set Salesforce Campaign Member Status
Salesforce Field Changed to Update Salesforce Field to Assign Insightly Owner
Insightly Opportunity Status Change to Update Salesforce Field
Add Insightly Opportunity to Set Salesforce Campaign Member Status
List Trigger to Update Insightly Contact Field to Add Salesforce Task
Check Insightly Opportunity Stage to Has Submitted Facebook Lead Ad to Assign Salesforce Lead
Add Insightly Opportunity to Update Salesforce Field
Check Insightly Opportunity Stage to Eject from Journey
Insightly Opportunity Status Change to Assign Insightly Task to Set Salesforce Campaign Member Status
Showing 20 of 4216 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 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.
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