Salesforce + Insightly + GoToWebinar integration

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

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Marketing Automation ideas to integrate Salesforce, Insightly and GoToWebinar.

Insightly Contact Field Change to Update Salesforce Field to Update Insightly Contact Field

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Check Insightly Contact Field to Create GoToWebinar Registrant to Add Salesforce Task

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New GoToWebinar Attendee to Create Salesforce Opportunity to Create Insightly Project

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New GoToWebinar Attendee to Update Salesforce Field to Create Insightly Project

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Insightly Contact Field Change to Update Insightly Contact Field to Update Salesforce Field

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Salesforce Field Changed to Create Insightly Project to Create GoToWebinar Registrant

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Salesforce Field Changed to Check Salesforce Campaign Member Status to Update Insightly Contact Field

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New GoToWebinar Webinar to Update Insightly Contact Field to Add Salesforce Task

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Add Insightly Opportunity to Check Salesforce Field to Create GoToWebinar Registrant

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New GoToWebinar Attendee to Assign Salesforce Lead to Group to Assign Insightly Task

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Insightly Opportunity Status Change to Check Salesforce Field to Assign Insightly Owner

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Add Insightly Opportunity to Create Salesforce Opportunity to Create Insightly Project

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Check Insightly Opportunity Stage to Create GoToWebinar Registrant to Assign Salesforce Lead to Group

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Add Insightly Opportunity to Check Salesforce Campaign Member Status to Create GoToWebinar Registrant

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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 Add Salesforce Task to Assign Insightly Task

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Salesforce Campaign Trigger to Update Insightly Contact Field to Set Salesforce Campaign Member Status

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

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Insightly Opportunity Status Change to Create GoToWebinar Registrant to Assign Salesforce Lead to Group

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Check Insightly Contact Field to Update Salesforce Field to Create Insightly Project

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Showing 20 journey ideas for Salesforce, Insightly and GoToWebinar

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 GoToWebinar integration

GoToWebinar makes it easy to reach your audience and deliver webinars that drive results. Pick a compelling topic, invite guest speakers and include polls and surveys for truly interactive presentations. With built-in reports, analytics and full-service registration, GoToWebinar reveals your most engaged attendees, so your sales team can turn qualified leads into customers.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Insightly integration and the GoToWebinar 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.
New GoToWebinar Attendee
Triggers when a contact turn into attendees to a webinar.
New GoToWebinar Webinar
Triggers when you add a new upcoming webinar.

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.
Create GoToWebinar Registrant
Creates a new registrant for your GoToWebinar webinar when a contact enters your 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 GoToWebinar.