Salesforce + Insightly + Pipedrive integration

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

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Marketing Automation ideas to integrate Salesforce, Insightly and Pipedrive.

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

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Salesforce Campaign Trigger to Check Salesforce Field to Update Insightly Contact Field

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Salesforce Field Changed to Assign Pipedrive Person Owner to Update Insightly Contact Field

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

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Pipedrive Deal Status Match to Assign Salesforce Lead to Group to Assign Insightly Owner

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Insightly Opportunity Status Change to Assign Salesforce Lead to Group to Add Pipedrive Deal

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Salesforce Campaign Trigger to Assign Insightly Owner to Set Salesforce Campaign Member Status

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Add Insightly Opportunity to Create Insightly Project to Update Salesforce Field

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Pipedrive Deal Stage Match to Assign Salesforce Lead to Group to Assign Insightly Task

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Check Insightly Opportunity Stage to Create Salesforce Opportunity to Schedule Pipedrive Activity

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Add Insightly Opportunity to Add Pipedrive Deal to Assign Salesforce Lead to Group

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Add Insightly Opportunity to Add Salesforce Task to Schedule Pipedrive Activity

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

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Salesforce Field Changed to Add Pipedrive Note to Assign Insightly Task

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Insightly Opportunity Status Change to Update Pipedrive Deal Field to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Create Insightly Project to Assign Pipedrive Person Owner

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Insightly Opportunity Status Change to Create Salesforce Opportunity to Assign Pipedrive Person Owner

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Check Insightly Opportunity Stage to Set Salesforce Campaign Member Status to Update Insightly Contact Field

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Check Insightly Contact Field to Update Salesforce Field to Assign Insightly Owner

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Check Insightly Contact Field to Add Pipedrive Deal to Create Salesforce Opportunity

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Showing 20 journey ideas for Salesforce, Insightly and Pipedrive

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 Pipedrive integration

Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes. They realized that the CRM landscape was populated by software designed to please the top brass while ignoring the needs of the people doing the actual selling. The Pipedrive integration adds email marketing, lead nurturing and marketing automation capabilities to Pipedrive. It's an email marketing integration for Pipedrive that helps you nurture leads over the course of a long sales cycle.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Insightly integration and the Pipedrive 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.
Person Field Match
Add a contact to a journey when a particular Pipedrive person field meets your criteria (e.g. contains a particular word).
Pipedrive Deal Status Match
Add a contact associated with a deal to a journey when the deal status matches your criteria.
Pipedrive Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.

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 Pipedrive Person Field
Check if a Pipedrive person field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Pipedrive Deal Stage
Check the stage of the latest deal associated with a contact.
Check Pipedrive Deal Field
Check if a Pipedrive deal field is a specific value, or 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.
Update Pipedrive Person Field
Update a Pipedrive person field to a specific value.
Update Pipedrive Deal
Update the pipeline, stage and/or status of a deal.
Assign Pipedrive Person Owner
Assign a person in Pipedrive. Supports round robin assignment.
Schedule Pipedrive Activity
Create a contextual Pipedrive activity.
Add Pipedrive Deal
Create a contextual Pipedrive deal.
Add Pipedrive Note
Create a contextual Pipedrive note.
Update Pipedrive Deal Field
Update a Pipedrive deal field to a specific value.

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 Pipedrive.