Salesforce + Mixpanel + Insightly integration
Use Autopilot to create journeys that use the Salesforce, Mixpanel and Insightly integrations.
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Marketing Automation ideas to integrate Salesforce, Mixpanel and Insightly.
Salesforce Campaign Trigger to Send Mixpanel Event to Update Salesforce Field
Mixpanel Event to Create Insightly Project to Assign Salesforce Lead to Group
Mixpanel Event to Create Salesforce Opportunity to Update Insightly Contact Field
Insightly Opportunity Status Change to Send Mixpanel Event to Add Salesforce Task
Salesforce Field Changed to Create Insightly Project to Send Mixpanel Event
Check Insightly Opportunity Stage to Set Salesforce Campaign Member Status to Send Mixpanel Event
Salesforce Campaign Trigger to Create Salesforce Opportunity to Send Mixpanel Event
Mixpanel Event to Create Salesforce Opportunity to Create Insightly Project
Salesforce Campaign Trigger to Check Salesforce Field to Send Mixpanel Event
Salesforce Field Changed to Check Salesforce Campaign Member Status to Send Mixpanel Event
Insightly Contact Field Change to Send Mixpanel Event to Add Salesforce Task
Check Insightly Contact Field to Assign Salesforce Lead to Send Mixpanel Event
Mixpanel Event to Check Salesforce Campaign Member Status to Assign Insightly Task
Salesforce Field Changed to Assign Salesforce Lead to Group to Send Mixpanel Event
Insightly Opportunity Status Change to Check Salesforce Campaign Member Status to Send Mixpanel Event
Salesforce Campaign Trigger to Send Mixpanel Event to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Send Mixpanel Event to Create Insightly Project
Mixpanel Event to Update Salesforce Field to Assign Insightly Task
Mixpanel Event to Set Salesforce Campaign Member Status to Assign Insightly Task
Salesforce Field Changed to Update Insightly Contact Field to Send Mixpanel Event
Showing 20 journey ideas for Salesforce, Mixpanel 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 Mixpanel integration
Mixpanel is the most advanced analytics platform for mobile & web. It helps businesses grow by helping them understand how their users behave and use their products by tracking actions people take rather than page views. Mixpanel's mission is to help the world learn from its data.
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, Mixpanel 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).
Mixpanel Event
Starts a journey when a Mixpanel Event occurs.
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.
Send Mixpanel Event
Send a Mixpanel Event.
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, Mixpanel and Insightly.
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