Salesforce + Insightly + Smart Segments integration
Use Autopilot to create journeys that use the Salesforce, Insightly and Smart Segments integrations.
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Marketing Automation ideas to integrate Salesforce, Insightly and Smart Segments.
Insightly Opportunity Status Change to Assign Insightly Owner to Add Salesforce Task
Check Insightly Opportunity Stage to Update Salesforce Field to Update Insightly Contact Field
Check Insightly Opportunity Stage to Assign Salesforce Lead to Create Insightly Project
Add Insightly Opportunity to Assign Insightly Task to Set Salesforce Campaign Member Status
Salesforce Field Changed to Assign Insightly Owner to Assign Salesforce Lead
Salesforce Campaign Trigger to Update Salesforce Field to Create Insightly Project
Insightly Contact Field Change to Set Salesforce Campaign Member Status to Create Insightly Project
Salesforce Field Changed to Assign Insightly Task to Create Salesforce Opportunity
Salesforce Campaign Trigger to Update Insightly Contact Field to Add Salesforce Task
Check Insightly Contact Field to Set Salesforce Campaign Member Status to Create Insightly Project
Check Insightly Contact Field to Assign Salesforce Lead to Group to Create Insightly Project
Insightly Contact Field Change to Create Insightly Project to Set Salesforce Campaign Member Status
Check Insightly Contact Field to Create Insightly Project to Set Salesforce Campaign Member Status
Add Insightly Opportunity to Add Salesforce Task to Update Insightly Contact Field
Insightly Opportunity Status Change to Assign Salesforce Lead to Group to Assign Insightly Task
Add Insightly Opportunity to Assign Insightly Task to Add Salesforce Task
Check Insightly Opportunity Stage to Check Salesforce Field to Assign Insightly Owner
Check Insightly Contact Field to Add Salesforce Task to Create Insightly Project
Check Insightly Contact Field to Update Salesforce Field to Update Insightly Contact Field
Smart Segment Trigger to Assign Insightly Owner to Set Salesforce Campaign Member Status
Showing 20 journey ideas for Salesforce, Insightly and Smart Segments
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 Smart Segments integration
Targeting the right people with the right message has never been this easy. Easily segment and engage your leads and customers based on any combination of field values, behaviors, list memberships and much more. Add them to journeys automatically when they meet your criteria.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Insightly integration and the Smart Segments 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.
Smart Segment Trigger
Add contacts on a smart segment to a journey.
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.
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 Smart Segments.
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