Salesforce + Insightly + Amplitude integration

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

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Marketing Automation ideas to integrate Salesforce, Insightly and Amplitude.

Check Insightly Opportunity Stage to Create Salesforce Opportunity to Create Insightly Project

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Insightly Opportunity Status Change to Update Insightly Contact Field to Set Salesforce Campaign Member Status

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Insightly Contact Field Change to Send Amplitude Event to Set Salesforce Campaign Member Status

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Add Insightly Opportunity to Assign Salesforce Lead to Update Insightly Contact Field

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Add Insightly Opportunity to Check Salesforce Field to Assign Insightly Owner

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Salesforce Field Changed to Update Insightly Contact Field to Assign Salesforce Lead

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Insightly Opportunity Status Change to Update Salesforce Field to Create Insightly Project

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Amplitude Event to Add Salesforce Task to Assign Insightly Task

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Insightly Contact Field Change to Send Amplitude Event to Create Salesforce Opportunity

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Check Insightly Contact Field to Assign Salesforce Lead to Update Insightly Contact Field

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Salesforce Campaign Trigger to Assign Insightly Owner to Send Amplitude Event

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Amplitude Event to Assign Insightly Owner to Assign Salesforce Lead

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Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Update Insightly Contact Field

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Insightly Contact Field Change to Assign Insightly Owner to Create Salesforce Opportunity

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Salesforce Field Changed to Assign Insightly Owner to Update Salesforce Field

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

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Check Insightly Contact Field to Assign Salesforce Lead to Send Amplitude Event

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Insightly Contact Field Change to Create Salesforce Opportunity to Create Insightly Project

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Insightly Opportunity Status Change to Update Insightly Contact Field to Assign Salesforce Lead

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Salesforce Field Changed to Set Salesforce Campaign Member Status to Create Insightly Project

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Showing 20 journey ideas for Salesforce, Insightly and Amplitude

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 Insightly integration

Grow your business faster than ever before by building stronger customer relationships over time, and exceeding expectations every step of the way.

About the Amplitude integration

Amplitude provides product analytics to help companies understand user behavior. Product, marketing, and growth teams use Amplitude to discover and share insights about user engagement, retention, and revenue.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Insightly integration and the Amplitude 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.
Amplitude Event
Starts a journey based on an Amplitude Event.

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.
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.
Send Amplitude Event
Send an Amplitude Event based on the outcome of a journey.

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, Insightly and Amplitude.