Segment + Freshdesk + Insightly integration
Use Autopilot to create journeys that use the Segment, Freshdesk and Insightly integrations.
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Marketing Automation ideas to integrate Segment, Freshdesk and Insightly.
Segment Event to Freshdesk Update Ticket to Assign Insightly Owner
Freshdesk Contact Updated to Update Insightly Contact Field to Send Segment Event
Freshdesk Contact Updated to Send Segment Event to Update Insightly Contact Field
Insightly Contact Field Change to Freshdesk Ticket Status to Send Segment Event
New Freshdesk Ticket to Send Segment Event to Update Insightly Contact Field
Freshdesk New Contact to Send Segment Event to Freshdesk Update Ticket
Freshdesk New Contact to Send Segment Event to Create Insightly Project
Segment Event to Freshdesk Ticket Status to Assign Insightly Owner
Freshdesk Contact Updated to Send Segment Event to Assign Insightly Task
Freshdesk Contact Updated to Send Segment Event to Freshdesk Update Ticket
New Freshdesk Ticket to Assign Insightly Task to Send Segment Event
Create New Freshdesk Ticket to Freshdesk Ticket Status to Send Segment Event
New Freshdesk Ticket to Freshdesk Ticket Status to Send Segment Event
Segment Event to Update Insightly Contact Field to Freshdesk Update Ticket
Freshdesk New Contact to Assign Insightly Owner to Send Segment Event
Check Insightly Contact Field to Freshdesk Update Ticket to Send Segment Event
Create New Freshdesk Ticket to Send Segment Event to Freshdesk Update Ticket
Add Insightly Opportunity to Freshdesk Ticket Status to Send Segment Event
Insightly Opportunity Status Change to Freshdesk Ticket Status to Send Segment Event
Insightly Contact Field Change to Send Segment Event to Freshdesk Update Ticket
Showing 20 journey ideas for Segment, Freshdesk 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 Freshdesk integration
Freshdesk is cloud-based customer support software. Freshdesk and Autopilot allow you to start journeys based on tickets matching certain criteria and follow up when people have had both positive and negative experiences. You can also add tickets automatically based on actions that happen in the customer journey.
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, Freshdesk integration and the Insightly integration.
Journey Triggers
Segment Event
Add a contact to a journey when they perform a Segment event.
Freshdesk Ticket Updated
Triggers when a Freshdesk ticket is updated .
Freshdesk Contact Updated
Triggers when a Freshdesk contact is updated.
Freshdesk New Contact
When a new contact is added to Freshdesk the journey is triggered.
New Freshdesk Ticket
Triggers when a new Freshdesk ticket is submitted or created. Can be filtered to match certain criteria.
Create New Freshdesk Ticket
Creates a new Freshdesk Ticket.
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
Freshdesk Ticket Status
Checks the most recent ticket status with multiple outcomes.
Journey Actions
Send Segment Event
Send a contextual Segment Event.
Freshdesk Update Ticket
Updates the latest ticket with new information or a status.
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, Freshdesk and Insightly.
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