Segment + Insightly Integration

Use Autopilot to automate and integrate Segment and Insightly.

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Marketing Automation ideas to integrate Segment and Insightly

Segment Event to Assign Insightly Owner

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Segment Event to Assign Salesforce Lead to Group to Assign Insightly Owner

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Segment Event to Assign Salesforce Lead to Group to Create Insightly Project

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Check Insightly Contact Field to Send Segment Event to Assign Salesforce Lead

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Segment Event to Send Segment Event to Update Insightly Contact Field

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Segment Event to Assign Salesforce Lead to Create Insightly Project

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Check Insightly Opportunity Stage to Check Lead Status to Send Segment Event

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Insightly Opportunity Status Change to Check Lead Status to Send Segment Event

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New Intercom Lead to Assign Insightly Owner

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Check Insightly Contact Field to Send Segment Event

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Check Insightly Opportunity Stage to Update Salesforce Field

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Segment Event to Assign Insightly Task

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Add Insightly Opportunity to Check Pipedrive Deal Field to Send Segment Event

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New Intercom Lead to Send Segment Event to Assign Insightly Owner

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Insightly Contact Field Change to Send Segment Event

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Insightly Contact Field Change to Set Salesforce Campaign Member Status to Send Segment Event

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Check Insightly Contact Field to Send Segment Event

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Add Insightly Opportunity to Send Segment Event to Assign Salesforce Lead

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Insightly Contact Field Change to Check Pipedrive Deal Field to Send Segment Event

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Check Insightly Contact Field to Send Segment Event

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Showing 20 of 718 Marketing Automation ideas using Autopilot's Segment and Insightly integration.

About Segment

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

About Insightly

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 Segment integration.

Triggers

Segment Event
Add a contact to a journey when they perform a Segment event.
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.

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 and Insightly.