Salesforce + Insightly + Page Visit Tracking integration

Use Autopilot to create journeys that use the Salesforce, Insightly and Page Visit Tracking integrations.

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Marketing Automation ideas to integrate Salesforce, Insightly and Page Visit Tracking.

Salesforce Campaign Trigger to Assign Insightly Task to Update Salesforce Field

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Add Insightly Opportunity to Update Salesforce Field to Assign Insightly Owner

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Page Visited to Add Salesforce Task to Assign Insightly Owner

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

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

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Insightly Contact Field Change to Has Visited Page to Set Salesforce Campaign Member Status

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

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Insightly Opportunity Status Change to Create Insightly Project to Create Salesforce Opportunity

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

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

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Insightly Contact Field Change to Assign Insightly Task to Create Salesforce Opportunity

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

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Page Visited to Check Salesforce Campaign Member Status to Assign Insightly Task

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

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Page Visited to Create Salesforce Opportunity to Create Insightly Project

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

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

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Add Insightly Opportunity to Check Salesforce Field to Assign Insightly Owner

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Add Insightly Opportunity to Check Salesforce Campaign Member Status to Assign Insightly Owner

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

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Showing 20 journey ideas for Salesforce, Insightly and Page Visit Tracking

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 Page Visit Tracking integration

Track what leads and customers do on your website, landing pages, store, blog, knowledge base or app. Then trigger journeys using these activities.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Insightly integration and the Page Visit Tracking 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.
Page Visited
Add a contact to a journey when they visit a specific page, or a page that meets some other criteria (e.g. contains a particular word).

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.
Has Visited Page
Check if a contact has visited a specific page, or a page that meets some other criteria (e.g. contains a particular word).

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.

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 Page Visit Tracking.