Salesforce + Mailchimp + Insightly integration

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

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Marketing Automation ideas to integrate Salesforce, Mailchimp and Insightly.

Unsubscribed from Mailchimp Audience to Create Salesforce Opportunity to Create Insightly Project

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Subscribed to Mailchimp audience to Subscribe to Mailchimp audience to Set Salesforce Campaign Member Status

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Check Insightly Opportunity Stage to Check Salesforce Field to Subscribe to Mailchimp audience

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Add Insightly Opportunity to Subscribe to Mailchimp audience to Add Salesforce Task

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Check Insightly Contact Field to Assign Salesforce Lead to Group to Subscribe to Mailchimp audience

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Subscribed to Mailchimp audience to Update Salesforce Field to Assign Insightly Owner

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Salesforce Campaign Trigger to Unsubscribe from Mailchimp Audience to Set Salesforce Campaign Member Status

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Subscribed to Mailchimp audience to Check Salesforce Campaign Member Status to Assign Insightly Owner

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Check Insightly Contact Field to Subscribe to Mailchimp audience to Update Salesforce Field

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Salesforce Campaign Trigger to Unsubscribe from Mailchimp Audience to Assign Salesforce Lead

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Salesforce Field Changed to Subscribe to Mailchimp audience to Create Insightly Project

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Add Insightly Opportunity to Unsubscribe from Mailchimp Audience to Assign Salesforce Lead to Group

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Insightly Opportunity Status Change to Subscribe to Mailchimp audience to Update Salesforce Field

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Unsubscribed from Mailchimp Audience to Assign Insightly Task to Assign Salesforce Lead

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Subscribed to Mailchimp audience to Update Insightly Contact Field to Add Salesforce Task

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Insightly Opportunity Status Change to Add Salesforce Task to Subscribe to Mailchimp audience

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Salesforce Field Changed to Create Salesforce Opportunity to Subscribe to Mailchimp audience

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Salesforce Field Changed to Unsubscribe from Mailchimp Audience to Assign Insightly Owner

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Salesforce Field Changed to Assign Salesforce Lead to Unsubscribe from Mailchimp Audience

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Subscribed to Mailchimp audience to Check Salesforce Campaign Member Status to Unsubscribe from Mailchimp Audience

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Showing 20 journey ideas for Salesforce, Mailchimp 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 Mailchimp integration

Autopilot's native Mailchimp integration makes it easy to keep your Mailchimp audiences and Autopilot lists in sync, nurture new Mailchimp subscribers in Autopilot, notify your team on Slack when you receive new Mailchimp subscribers, and add new subscribers as leads in your CRM, such as Salesforce or Pipedrive.

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, Mailchimp 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).
Unsubscribed from Mailchimp Audience
Adds a contact to a journey when they are unsubscribed from a Mailchimp audience.
Subscribed to Mailchimp audience
Adds a contact to a journey when they are subscribed to a Mailchimp audience.
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.
Subscribe to Mailchimp audience
Subscribes a contact to a Mailchimp audience.
Unsubscribe from Mailchimp Audience
Unsubscribes a contact from a Mailchimp audience.
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, Mailchimp and Insightly.