Segment + Insightly + Facebook integration

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

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Marketing Automation ideas to integrate Segment, Insightly and Facebook.

Segment Event to Send Segment Event to Update Insightly Contact Field

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Check Insightly Opportunity Stage to Send Segment Event to Assign Insightly Task

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Check Insightly Contact Field to Update Insightly Contact Field to Send Segment Event

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Facebook Lead Ad Submitted to Send Segment Event to Assign Insightly Owner

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Insightly Contact Field Change to Send Segment Event to Assign Insightly Owner

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Insightly Contact Field Change to Send Segment Event to Create Insightly Project

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Segment Event to Assign Insightly Owner to Add to Facebook Custom Audience

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Check Insightly Contact Field to Send Segment Event to Remove From Facebook Custom Audience

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Insightly Contact Field Change to Send Segment Event to Add to Facebook Custom Audience

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Insightly Opportunity Status Change to Send Segment Event to Assign Insightly Task

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Add Insightly Opportunity to Send Segment Event to Create Insightly Project

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Add Insightly Opportunity to Send Segment Event to Assign Insightly Owner

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Segment Event to Create Insightly Project to Add to Facebook Custom Audience

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Add Insightly Opportunity to Create Insightly Project to Send Segment Event

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Facebook Lead Ad Submitted to Assign Insightly Owner to Send Segment Event

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Check Insightly Contact Field to Add to Facebook Custom Audience to Send Segment Event

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Insightly Opportunity Status Change to Has Submitted Facebook Lead Ad to Send Segment Event

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Check Insightly Contact Field to Send Segment Event to Assign Insightly Owner

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Check Insightly Contact Field to Create Insightly Project to Send Segment Event

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Facebook Lead Ad Submitted to Send Segment Event to Create Insightly Project

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Showing 20 journey ideas for Segment, Insightly and Facebook

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 Insightly integration

Grow your business faster than ever before by building stronger customer relationships over time, and exceeding expectations every step of the way.

About the Facebook integration

Facebook is an online social networking service that allows its users to connect with friends and family as well as make new connections. It provides its users with the ability to create a profile, update information, add images, send friend requests, and accept requests from other users. Its features include status update, photo tagging and sharing, and more.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Segment integration, Insightly integration and the Facebook integration.

Journey 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.
Facebook Lead Ad Submitted
Add a contact to a journey when they submit a Facebook Lead Ad.

Conditions

Has Submitted Facebook Lead Ad
Check if a contact has previously submitted a specific Facebook Lead Ad.

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.
Remove From Facebook Custom Audience
Remove a contact from a Facebook Custom Audience.
Add to Facebook Custom Audience
Add a contact to a Facebook Custom Audience.

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, Insightly and Facebook.