Salesforce + Insightly + Close.io integration

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

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Marketing Automation ideas to integrate Salesforce, Insightly and Close.io.

Salesforce Field Changed to Check Close.io Field to Assign Insightly Owner

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New Close.io Event to Create Insightly Project to Add Salesforce Task

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Add Insightly Opportunity to Assign Insightly Owner to Assign Salesforce Lead

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Insightly Contact Field Change to Check Close.io Field to Assign Salesforce Lead

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Salesforce Field Changed to Check Salesforce Field to Assign Insightly Task

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Salesforce Campaign Trigger to Update Salesforce Field to Create Insightly Project

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Add Insightly Opportunity to Check Salesforce Field to Update Close.io Opportunity Stage

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Insightly Contact Field Change to Update Close.io Field to Create Salesforce Opportunity

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Add Insightly Opportunity to Check Salesforce Campaign Member Status to Update Close.io Opportunity Stage

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Salesforce Field Changed to Assign Insightly Owner to Create Salesforce Opportunity

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Close.io Field Change to Check Salesforce Field to Assign Insightly Task

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Check Insightly Opportunity Stage to Assign Close.io Task to Assign Salesforce Lead

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Add Insightly Opportunity to Add Salesforce Task to Update Close.io Field

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Insightly Opportunity Status Change to Check Close.io Opportunity Status to Add Salesforce Task

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Check Insightly Opportunity Stage to Assign Salesforce Lead to Group to Create Close.io Opportunity

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Check Insightly Contact Field to Check Salesforce Field to Update Close.io Field

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Check Insightly Opportunity Stage to Create Close.io Opportunity to Update Salesforce Field

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Check Insightly Opportunity Stage to Check Salesforce Field to Update Insightly Contact Field

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Close.io Field Change to Update Salesforce Field to Assign Insightly Task

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Salesforce Campaign Trigger to Assign Close.io Lead to Create Insightly Project

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Showing 20 journey ideas for Salesforce, Insightly and Close.io

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 Close.io integration

Close.io is the inside sales CRM of choice for startups and SMBs. Increase productivity with all your sales communication in one place.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Insightly integration and the Close.io 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.
Close.io Opportunity Status Change
Triggers when an Opportunity Status changes.
New Close.io Event
Triggers when a new event is created.
Close.io Field Change
Add a contact to a journey when a particular Close.io field's value meets your criteria (e.g. contains a particular word).

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 Close.io Opportunity Status
Check if an opportunity is at a certain status.
Check Close.io Field
Check if a Close.io field is a specific value, or meets some other criteria (e.g. contains a particular word).

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.
Create Close.io Opportunity
Create a contextual Close.io opportunity.
Update Close.io Opportunity Stage
Updates the stage of an existing Opportunity.
Assign Close.io Lead
Assign a lead in Close.io and set their lead source and lead status.
Update Close.io Field
Update a Close.io field to a specific value.
Assign Close.io Task
Create a contextual Close.io task.

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 Close.io.