Salesforce + Insightly + Headsup integration
Use Autopilot to create journeys that use the Salesforce, Insightly and Headsup integrations.
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Marketing Automation ideas to integrate Salesforce, Insightly and Headsup.
Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Update Insightly Contact Field
Add Insightly Opportunity to Create Insightly Project to Create Salesforce Opportunity
Insightly Opportunity Status Change to Update Insightly Contact Field to Add Salesforce Task
Insightly Opportunity Status Change to Set Salesforce Campaign Member Status to Create Insightly Project
Insightly Opportunity Status Change to Set Salesforce Campaign Member Status to Assign Insightly Task
Check Insightly Contact Field to Assign Insightly Task to Update Salesforce Field
Salesforce Field Changed to Assign Insightly Owner to Create Salesforce Opportunity
Insightly Opportunity Status Change to Create Insightly Project to Set Salesforce Campaign Member Status
Insightly Opportunity Status Change to Check Headsup Status to Update Salesforce Field
Check Insightly Opportunity Stage to Check Headsup Status to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Assign Salesforce Lead to Assign Insightly Task
Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Assign Insightly Owner
Check Insightly Contact Field to Check Headsup Status to Add Salesforce Task
Check Insightly Contact Field to Create Insightly Project to Create Salesforce Opportunity
Insightly Contact Field Change to Add Salesforce Task to Create Insightly Project
Add Insightly Opportunity to Check Salesforce Campaign Member Status to Assign Insightly Task
Insightly Opportunity Status Change to Create Insightly Project to Add Salesforce Task
Salesforce Campaign Trigger to Check Salesforce Field to Create Insightly Project
Insightly Opportunity Status Change to Create Salesforce Opportunity to Create Insightly Project
Insightly Opportunity Status Change to Show Headsup Message to Assign Salesforce Lead to Group
Showing 20 journey ideas for Salesforce, Insightly and Headsup
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 Headsup integration
Display personalized, timely messages to people that visit your website, landing pages, store, blog, knowledge base or app. Acquire new subscribers, capture replies, and create beautiful call to actions to nudge people in the right direction.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Insightly integration and the Headsup 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.
Check Headsup Status
Check whether a contact has interacted with a Headsup message in a specific way (e.g. opened or responded).
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.
Show Headsup Message
Show a contact a personalized message on a website, landing page, blog or inside an app.
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 Headsup.
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