Salesforce + Insightly + Google Ads integration

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

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Marketing Automation ideas to integrate Salesforce, Insightly and Google Ads.

Insightly Contact Field Change to Add to Google Ads Audience to Assign Salesforce Lead to Group

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Insightly Contact Field Change to Assign Salesforce Lead to Group to Assign Insightly Task

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

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Add Insightly Opportunity to Assign Salesforce Lead to Group to Remove from Google Ads Audience

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Check Insightly Opportunity Stage to Check Salesforce Field to Remove from Google Ads Audience

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Insightly Opportunity Status Change to Add to Google Ads Audience to Set Salesforce Campaign Member Status

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Check Insightly Contact Field to Create Insightly Project to Set Salesforce Campaign Member Status

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

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Insightly Contact Field Change to Check Salesforce Field to Remove from Google Ads Audience

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Insightly Opportunity Status Change to Assign Insightly Task to Create Salesforce Opportunity

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Insightly Contact Field Change to Check Salesforce Campaign Member Status to Assign Insightly Owner

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

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Salesforce Campaign Trigger to Update Salesforce Field to Create Insightly Project

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Check Insightly Contact Field to Create Insightly Project to Add Salesforce Task

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Salesforce Campaign Trigger to Assign Insightly Owner to Remove from Google Ads Audience

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Insightly Contact Field Change to Add to Google Ads Audience to Create Salesforce Opportunity

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Add Insightly Opportunity to Assign Salesforce Lead to Group to Add to Google Ads Audience

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Salesforce Campaign Trigger to Create Insightly Project to Add Salesforce Task

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

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Add Insightly Opportunity to Assign Salesforce Lead to Group to Create Insightly Project

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Showing 20 journey ideas for Salesforce, Insightly and Google Ads

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 Google Ads integration

Personalize your Google Ads right across the customer journey with Autopilot’s Google Ads Customer Match audiences integration. Easily add and remove contacts from Ads audiences directly from Autopilot’s drag-and-drop canvas. Use it to encourage one-time buyers to become repeat purchasers, nurture newsletter subscribers who aren’t customers yet, and create “similar audiences” to generate new qualified leads.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Insightly integration and the Google Ads 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.

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.
Add to Google Ads Audience
Add a contact to a Google Ads Customer Match audience list.
Remove from Google Ads Audience
Remove a contact from a Google Ads Customer Match audience list.

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 Google Ads.