Segment + Autopilot API + Insightly integration

Use Autopilot to create journeys that use the Segment, Autopilot API and Insightly integrations.

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Marketing Automation ideas to integrate Segment, Autopilot API and Insightly.

API Trigger to Update Insightly Contact Field to Send Segment Event

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API Trigger to Assign Insightly Owner to Send Segment Event

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API Trigger to Send Segment Event to Assign Insightly Owner

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API Trigger to Send Segment Event to Update Insightly Contact Field

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API Trigger to Assign Insightly Task to Send Segment Event

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API Trigger to Send Segment Event to Create Insightly Project

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API Trigger to Send Segment Event to Assign Insightly Task

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API Trigger to Create Insightly Project to Send Segment Event

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Showing 8 journey ideas for Segment, Autopilot API and Insightly

About the Segment integration

Personalize your marketing by triggering and personalizing your messages based on user events. Activate new users and drive higher engagement and retention.

About the Autopilot API integration

The Autopilot REST API allows you to send contacts from Autopilot to your app, add contacts from your app into Autopilot, trigger Autopilot journeys from your app, keep unsubscribes in sync between Autopilot and your app, enhance contact profiles with custom fields and data from your app and get data from your app into and out of Salesforce using Autopilot's native integration.

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 Segment integration, Autopilot API integration and the Insightly integration.

Journey Triggers

Segment Event
Add a contact to a journey when they perform a Segment event.
API Trigger
Add a contact to a journey using a custom API call.
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.

Journey Actions

Send Segment Event
Send a contextual Segment 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 Segment, Autopilot API and Insightly.