Segment + Insightly + Lob integration
Use Autopilot to create journeys that use the Segment, Insightly and Lob integrations.
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Marketing Automation ideas to integrate Segment, Insightly and Lob.
Insightly Opportunity Status Change to Assign Insightly Owner to Send Segment Event
Insightly Opportunity Status Change to Send Segment Event to Create Insightly Project
Check Insightly Opportunity Stage to Update Insightly Contact Field to Send Segment Event
Check Insightly Contact Field to Send Segment Event to Assign Insightly Task
Insightly Contact Field Change to Update Insightly Contact Field to Send Segment Event
Insightly Contact Field Change to Assign Insightly Task to Send Segment Event
Add Insightly Opportunity to Assign Insightly Task to Send Segment Event
Check Insightly Opportunity Stage to Send Segment Event to Update Insightly Contact Field
Segment Event to Create Insightly Project to Send Segment Event
Add Insightly Opportunity to Mail Lob Postcard to Send Segment Event
Insightly Contact Field Change to Create Insightly Project to Send Segment Event
Check Insightly Opportunity Stage to Assign Insightly Task to Send Segment Event
Check Insightly Opportunity Stage to Create Insightly Project to Send Segment Event
Insightly Opportunity Status Change to Assign Insightly Task to Send Segment Event
Segment Event to Send Segment Event to Create Insightly Project
Add Insightly Opportunity to Create Insightly Project to Send Segment Event
Add Insightly Opportunity to Send Segment Event to Create Insightly Project
Check Insightly Opportunity Stage to Send Segment Event to Mail Lob Postcard
Insightly Contact Field Change to Assign Insightly Owner to Send Segment Event
Segment Event to Assign Insightly Owner to Send Segment Event
Showing 20 journey ideas for Segment, Insightly and Lob
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 Lob integration
Add a personal touch to your marketing by sending beautiful postcards to leads or customers as easily as you would an email.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Segment integration, Insightly integration and the Lob 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.
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.
Mail Lob Postcard
Send a contact a personalized, physical postcard.
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 Lob.
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