Salesforce + Insightly + Freshdesk integration

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

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Marketing Automation ideas to integrate Salesforce, Insightly and Freshdesk.

Salesforce Campaign Trigger to Add Salesforce Task to Update Insightly Contact Field

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Salesforce Campaign Trigger to Add Salesforce Task to Create Insightly Project

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Freshdesk New Contact to Update Insightly Contact Field to Add Salesforce Task

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Freshdesk New Contact to Check Salesforce Campaign Member Status to Create Insightly Project

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Create New Freshdesk Ticket to Create Salesforce Opportunity to Assign Insightly Owner

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Freshdesk Contact Updated to Assign Insightly Owner to Assign Salesforce Lead

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

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Check Insightly Contact Field to Freshdesk Update Ticket to Update Salesforce Field

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Freshdesk Ticket Updated to Update Salesforce Field to Assign Insightly Task

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Check Insightly Opportunity Stage to Check Salesforce Field to Assign Insightly Task

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Freshdesk Contact Updated to Create Salesforce Opportunity to Create Insightly Project

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Salesforce Campaign Trigger to Check Salesforce Campaign Member Status to Create Insightly Project

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Insightly Opportunity Status Change to Freshdesk Ticket Status to Update Salesforce Field

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

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Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Create Insightly Project

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Insightly Contact Field Change to Update Salesforce Field to Assign Insightly Task

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

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Salesforce Campaign Trigger to Freshdesk Update Ticket to Assign Insightly Task

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Freshdesk Ticket Updated to Create Insightly Project to Assign Salesforce Lead to Group

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Freshdesk Contact Updated to Check Salesforce Field to Create Insightly Project

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Showing 20 journey ideas for Salesforce, Insightly and Freshdesk

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 Freshdesk integration

Freshdesk is cloud-based customer support software. Freshdesk and Autopilot allow you to start journeys based on tickets matching certain criteria and follow up when people have had both positive and negative experiences. You can also add tickets automatically based on actions that happen in the customer journey.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Insightly integration and the Freshdesk 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.
Freshdesk Ticket Updated
Triggers when a Freshdesk ticket is updated .
Freshdesk Contact Updated
Triggers when a Freshdesk contact is updated.
Freshdesk New Contact
When a new contact is added to Freshdesk the journey is triggered.
New Freshdesk Ticket
Triggers when a new Freshdesk ticket is submitted or created. Can be filtered to match certain criteria.
Create New Freshdesk Ticket
Creates a new Freshdesk Ticket.

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.
Freshdesk Ticket Status
Checks the most recent ticket status with multiple outcomes.

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.
Freshdesk Update Ticket
Updates the latest ticket with new information or a status.

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 Freshdesk.