Segment + Insightly + Shopify integration

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

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Marketing Automation ideas to integrate Segment, Insightly and Shopify.

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

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New Shopify Customer to Send Segment Event to Assign Insightly Task

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

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Add Insightly Opportunity to Send Segment Event to Update Insightly Contact Field

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Shopify Abandoned Cart to Send Segment Event to Assign Insightly Owner

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New Shopify Customer to Create Insightly Project to Send Segment Event

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

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

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

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

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Has Abandoned Shopify Cart to Assign Insightly Task to Send Segment Event

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Has Abandoned Shopify Cart to Assign Insightly Owner to Send Segment Event

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Has Abandoned Shopify Cart to Send Segment Event to Create Insightly Project

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Has Abandoned Shopify Cart to Send Segment Event to Update Insightly Contact Field

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Insightly Opportunity Status Change 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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Has Abandoned Shopify Cart to Create Insightly Project to Send Segment Event

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

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

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Check Insightly Opportunity Stage to Send Segment Event to Create Insightly Project

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Showing 20 journey ideas for Segment, Insightly and Shopify

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 Shopify integration

Shopify is the leading cloud-based, multi-channel commerce platform designed for small and medium-sized businesses. Merchants can use the software to design, set up, and manage their stores across multiple sales channels, including web, mobile, social media, marketplaces, brick-and-mortar locations, and pop-up shops. The platform also provides merchants with a powerful back-office and a single view of their business. The Shopify platform was engineered for reliability and scale, making enterprise-level technology available to businesses of all sizes. Shopify currently powers over 377,500 businesses in approximately 175 countries and is trusted by brands such as Tesla, Red Bull, Nestle, GE, Kylie Cosmetics, and many more.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Segment integration, Insightly integration and the Shopify 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.
Has Abandoned Shopify Cart
Check if the contact has a current Shopify abandoned cart.
Shopify Abandoned Cart
Add a new contact to a journey when they abandon a Shopify cart.
New Shopify Customer
Triggers a contact into a journey when a new customer is added to Shopify.

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 Shopify.