Salesforce + Lead Scoring + Insightly integration

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

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Marketing Automation ideas to integrate Salesforce, Lead Scoring and Insightly.

Check Insightly Contact Field to Change Score to Set Salesforce Campaign Member Status

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Check Insightly Contact Field to Assign Salesforce Lead to Group to Change Score

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Check Insightly Opportunity Stage to Create Salesforce Opportunity to Change Score

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Insightly Contact Field Change to Update Salesforce Field to Change Score

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Check Insightly Opportunity Stage to Change Score to Set Salesforce Campaign Member Status

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Check Insightly Opportunity Stage to Change Score to Update Salesforce Field

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Insightly Contact Field Change to Change Score to Assign Salesforce Lead

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Salesforce Field Changed to Set Salesforce Campaign Member Status to Change Score

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Salesforce Campaign Trigger to Assign Insightly Owner to Change Score

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Insightly Opportunity Status Change to Change Score to Update Salesforce Field

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Insightly Opportunity Status Change to Check Salesforce Field to Change Score

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Check Insightly Contact Field to Add Salesforce Task to Change Score

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Insightly Opportunity Status Change to Change Score to Assign Salesforce Lead to Group

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Check Insightly Contact Field to Update Salesforce Field to Change Score

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Insightly Contact Field Change to Check Salesforce Campaign Member Status to Change Score

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Check Insightly Opportunity Stage to Change Score to Assign Salesforce Lead to Group

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Insightly Contact Field Change to Set Salesforce Campaign Member Status to Change Score

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Check Insightly Contact Field to Assign Salesforce Lead to Change Score

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Salesforce Field Changed to Change Score to Set Salesforce Campaign Member Status

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Check Insightly Opportunity Stage to Check Salesforce Campaign Member Status to Change Score

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Showing 20 journey ideas for Salesforce, Lead Scoring and Insightly

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 Lead Scoring integration

Autopilot makes it easier than ever to score your leads. It's all visual and easy to setup, so everyone on your team can get involved. On top of this, you can use the Change Score action to increase or decrease any number field. This means you can go beyond lead scoring and score other things that matter to your team such as product usage, email interactions (e.g. number of opens) 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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Lead Scoring integration and the Insightly 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.

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.
Change Score
Increases or decrease a number field by a specific amount.
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, Lead Scoring and Insightly.