Segment + Insightly + Page Visit Tracking integration

Use Autopilot to create journeys that use the Segment, Insightly and Page Visit Tracking integrations.

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Marketing Automation ideas to integrate Segment, Insightly and Page Visit Tracking.

Segment Event to Create Insightly Project to Send Segment Event

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Segment Event to Assign Insightly Task to Send Segment Event

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

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

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Check Insightly Contact Field to Has Visited Page to Send Segment Event

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

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Page Visited to Assign Insightly Owner to Send Segment Event

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

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

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Page Visited to Send Segment Event to Assign Insightly Task

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Segment Event to Has Visited Page to Assign Insightly Owner

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Segment Event to Send Segment Event to Update Insightly Contact Field

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Insightly Opportunity Status Change to Has Visited Page to Send Segment Event

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

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Insightly Opportunity Status Change to Create Insightly Project to Send Segment Event

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Page Visited to Update Insightly Contact Field to Send Segment Event

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

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Segment Event to Has Visited Page to Assign Insightly Task

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Add Insightly Opportunity to Has Visited Page to Send Segment Event

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

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Showing 20 journey ideas for Segment, Insightly and Page Visit Tracking

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 Page Visit Tracking integration

Track what leads and customers do on your website, landing pages, store, blog, knowledge base or app. Then trigger journeys using these activities.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Segment integration, Insightly integration and the Page Visit Tracking 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.
Page Visited
Add a contact to a journey when they visit a specific page, or a page that meets some other criteria (e.g. contains a particular word).

Conditions

Has Visited Page
Check if a contact has visited a specific page, or a page that meets some other criteria (e.g. contains a particular word).

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.

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 Page Visit Tracking.