Salesforce + Insightly + Lists integration

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

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Marketing Automation ideas to integrate Salesforce, Insightly and Lists.

Check Insightly Contact Field to Assign Salesforce Lead to Group to Assign Insightly Owner

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Check Insightly Contact Field to Set Salesforce Campaign Member Status to Remove From List

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Add Insightly Opportunity to Check Salesforce Campaign Member Status to Create Insightly Project

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Check Insightly Contact Field to Remove From List to Create Salesforce Opportunity

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List Trigger to Assign Salesforce Lead to Group to Assign Insightly Task

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

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

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

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Removed From List to Assign Insightly Task to Set Salesforce Campaign Member Status

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Insightly Opportunity Status Change to Set Salesforce Campaign Member Status to Create Insightly Project

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Check Insightly Contact Field to Is on List or Segment to Add Salesforce Task

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

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

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Insightly Opportunity Status Change to Create Salesforce Opportunity to Update Insightly Contact Field

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Insightly Contact Field Change to Add to List to Assign Salesforce Lead to Group

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Add Insightly Opportunity to Update Insightly Contact Field to Update Salesforce Field

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Insightly Opportunity Status Change to Add Salesforce Task to Update Insightly Contact Field

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

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Insightly Opportunity Status Change to Assign Salesforce Lead to Add to List

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

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Showing 20 journey ideas for Salesforce, Insightly and Lists

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 Lists integration

Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Insightly integration and the Lists 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.
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.

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.
Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.

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 List
Add a contact to a list.
Remove From List
Remove a contact from a 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 Lists.