Segment + Hubspot CRM + Insightly integration
Use Autopilot to create journeys that use the Segment, Hubspot CRM and Insightly integrations.
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Marketing Automation ideas to integrate Segment, Hubspot CRM and Insightly.
Segment Event to Check HubSpot CRM Deal Stage to Assign Insightly Task
Segment Event to Update Insightly Contact Field to Update HubSpot CRM Deal Stage
Segment Event to Update HubSpot Contact Field to Send Segment Event
HubSpot CRM Deal Stage Match to Send Segment Event to Update HubSpot Contact Field
Segment Event to Assign Insightly Task to Update HubSpot Contact Field
Insightly Opportunity Status Change to Update HubSpot CRM Deal Stage to Send Segment Event
New HubSpot CRM Contact to Send Segment Event to Assign Insightly Owner
Check Insightly Contact Field to Send Segment Event to Update HubSpot CRM Deal Stage
Add Insightly Opportunity to Send Segment Event to Update HubSpot Contact Field
Segment Event to Update HubSpot CRM Deal Stage to Create Insightly Project
Segment Event to Assign Insightly Owner to Update HubSpot CRM Deal Stage
New HubSpot CRM Contact to Check HubSpot CRM Deal Stage to Send Segment Event
Segment Event to Check HubSpot CRM Deal Stage to Create Insightly Project
HubSpot CRM Deal Stage Match to Assign Insightly Owner to Send Segment Event
Segment Event to Send Segment Event to Add HubSpot CRM Deal
Insightly Contact Field Change to Send Segment Event to Update HubSpot CRM Deal Stage
HubSpot CRM Contact Field Match to Update HubSpot Contact Field to Send Segment Event
HubSpot CRM Deal Stage Match to Check HubSpot CRM Deal Stage to Send Segment Event
HubSpot CRM Deal Stage Match to Send Segment Event to Assign Insightly Owner
New HubSpot CRM Contact to Send Segment Event to Create Insightly Project
Showing 20 journey ideas for Segment, Hubspot CRM 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 Hubspot CRM integration
Make sure the time and effort you spend acquiring leads pays off. Automatically send leads that you generate with Autopilot to HubSpot CRM and create personalized deals. Assign deals to your sales team using round robin lead assignment, and update HubSpot CRM fields or deals based on events that occur in Autopilot or one of your connected apps. Visually create seamless marketing and sales journeys across HubSpot CRM and your other favorite apps. Trigger journeys in Autopilot when a deal stage is changed in HubSpot CRM, or a particular field is updated, so you can ensure timely action and personalized communication occurs — to help you close more deals.
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, Hubspot CRM integration and the Insightly integration.
Journey Triggers
Segment Event
Add a contact to a journey when they perform a Segment event.
New HubSpot CRM Contact
Add any new HubSpot CRM contact to a journey.
HubSpot CRM Contact Field Match
Add a contact to a journey when a particular HubSpot CRM field meets your criteria (e.g. contains a particular word).
HubSpot CRM Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.
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 HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.
Journey Actions
Send Segment Event
Send a contextual Segment Event.
Add HubSpot CRM Deal
Create a contextual HubSpot CRM deal.
Update HubSpot CRM Deal Stage
Update the stage of the latest deal associated with a contact.
Update HubSpot Contact Field
Update a HubSpot contact field to a specific value.
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, Hubspot CRM and Insightly.
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