Segment + Insightly + Trello integration

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

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Marketing Automation ideas to integrate Segment, Insightly and Trello.

Segment Event to Send Segment Event to Assign Insightly Owner

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

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Check Insightly Opportunity Stage to Send Segment Event to Add Trello Card

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Add Insightly Opportunity to Send Segment Event to Create Insightly Project

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

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Segment Event to Add Trello Card to Create Insightly Project

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Segment Event to Send Segment Event to Create Insightly Project

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Insightly Opportunity Status Change to Add Trello Card to Send Segment Event

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Check Insightly Contact Field to Add Trello Card to Send Segment Event

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Add Insightly Opportunity to Assign Insightly Task 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 Opportunity Status Change to Create Insightly Project to Send Segment Event

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

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Insightly Contact Field Change to Add Trello Card to Send Segment Event

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Segment Event to Create Insightly Project to Send Segment Event

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

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

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Segment Event to Update Insightly Contact Field to Send Segment Event

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Add Insightly Opportunity to Send Segment Event to Assign Insightly Task

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Segment Event to Assign Insightly Owner to Send Segment Event

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Showing 20 journey ideas for Segment, Insightly and Trello

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 Trello integration

Trello is the easy, free, flexible, and visual way to manage your projects and organize anything, trusted by millions of people from all over the world. With Trello for Autopilot you can manage internal workflow for sales, marketing, customer success and support. For example, every time you win a new customer add them to the New Customer board so they can be followed up by your customer success team.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Segment integration, Insightly integration and the Trello 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.
Add Trello Card
Adds a Trello card to a board.

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 Trello.