Segment + Insightly + Zendesk integration

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

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Marketing Automation ideas to integrate Segment, Insightly and Zendesk.

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

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

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

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Segment Event 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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Segment Event to Send Segment Event to Assign Insightly Task

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Insightly Opportunity Status Change to Submit New Zendesk Ticket to Send Segment Event

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Segment Event to Create Insightly Project to Submit New Zendesk Ticket

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Segment Event to Submit New Zendesk Ticket to Update Insightly Contact Field

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Submits New Zendesk Ticket 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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Check Insightly Contact Field to Send Segment Event to Submit New Zendesk Ticket

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Check Insightly Opportunity Stage to Assign Insightly Owner 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 Zendesk Ticket Status to Update Insightly Contact Field

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Add Insightly Opportunity to Send Segment Event to Assign Insightly Owner

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Add Insightly Opportunity to Assign Insightly Owner to Send Segment Event

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Insightly Contact Field Change to Send Segment Event to Submit New Zendesk Ticket

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

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Add Insightly Opportunity to Zendesk Ticket Status to Send Segment Event

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Showing 20 journey ideas for Segment, Insightly and Zendesk

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 Zendesk integration

Zendesk is a service platform that builds software to empower organization and customer relationships. Zendesk’s family of products helps organizations understand their customers, improve communication, and offer support where and when it’s needed most.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Segment integration, Insightly integration and the Zendesk 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.
Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.

Conditions

Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact 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.
Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.

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 Zendesk.