Segment + Insightly + Timers integration

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

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Marketing Automation ideas to integrate Segment, Insightly and Timers.

Insightly Contact Field Change to Add Delay to Send Segment Event

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Segment Event to Create Insightly Project to Add Delay

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

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Time Trigger to Send Segment Event to Assign Insightly Task

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

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Add Insightly Opportunity to Send Segment Event to Create Insightly Project

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

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Segment Event to Assign Insightly Owner to Send Segment Event

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

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Segment Event to Send Segment Event to Assign Insightly Task

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Add Insightly Opportunity to Send Segment Event to Add Delay

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Segment Event to Assign Insightly Task to Add Delay

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

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

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

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Time Trigger 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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Check Insightly Contact Field to Send Segment Event to Add Delay

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Showing 20 journey ideas for Segment, Insightly and Timers

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 Timers integration

Timers and delays make it easy to send the right message at the right time. For example, you can use delays to create a drip email sequence with each follow up email sent one day apart. Delays can also be used to wait until a particular time and day, for example you might only want to send emails on business days between 9am and 5pm.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Segment integration, Insightly integration and the Timers 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.
Time Trigger
Add contacts on a list to a journey at a particular date and time.

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.
Add Delay
Wait a specific number of minutes, hours, days or weeks before moving to the next shape.

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 Timers.