Segment + Forms + Insightly integration
Use Autopilot to create journeys that use the Segment, Forms and Insightly integrations.
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Marketing Automation ideas to integrate Segment, Forms and Insightly.
Form Submitted to Send Segment Event to Assign Insightly Task
Form Submitted to Send Segment Event to Create Insightly Project
Segment Event to Has Submitted Form to Assign Insightly Owner
Form Submitted to Create Insightly Project to Send Segment Event
Form Submitted to Send Segment Event to Update Insightly Contact Field
Form Submitted to Update Insightly Contact Field to Send Segment Event
Segment Event to Has Submitted Form to Send Segment Event
Form Submitted to Assign Insightly Owner to Send Segment Event
Form Submitted to Has Submitted Form to Send Segment Event
Segment Event to Has Submitted Form to Create Insightly Project
Insightly Contact Field Change to Has Submitted Form to Send Segment Event
Form Submitted to Assign Insightly Task to Send Segment Event
Check Insightly Opportunity Stage to Has Submitted Form to Send Segment Event
Segment Event to Has Submitted Form to Update Insightly Contact Field
Insightly Opportunity Status Change to Has Submitted Form to Send Segment Event
Check Insightly Contact Field to Has Submitted Form to Send Segment Event
Form Submitted to Send Segment Event to Assign Insightly Owner
Segment Event to Has Submitted Form to Assign Insightly Task
Add Insightly Opportunity to Has Submitted Form to Send Segment Event
Showing 19 journey ideas for Segment, Forms 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 Forms integration
Autopilot's form capture is magical. Simply drop our tracking code to capture submissions of your existing forms without lifting another finger. Then automatically add new leads and subscribers to your journeys to ensure no one is left behind.
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, Forms integration and the Insightly integration.
Journey Triggers
Segment Event
Add a contact to a journey when they perform a Segment event.
Form Submitted
Add a contact to a journey when they submit a form.
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
Has Submitted Form
Check if a contact has previously submitted a specific form.
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, Forms and Insightly.
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