Segment + Lists + Insightly integration
Use Autopilot to create journeys that use the Segment, Lists and Insightly integrations.
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Marketing Automation ideas to integrate Segment, Lists and Insightly.
Segment Event to Add to List to Assign Insightly Owner
Check Insightly Opportunity Stage to Send Segment Event to Remove From List
Check Insightly Contact Field to Remove From List to Send Segment Event
List Trigger to Send Segment Event to Add to List
Insightly Contact Field Change to Send Segment Event to Remove From List
Segment Event to Create Insightly Project to Remove From List
Removed From List to Send Segment Event to Remove From List
List Trigger to Assign Insightly Task to Send Segment Event
Segment Event to Is on List or Segment to Create Insightly Project
Check Insightly Opportunity Stage to Is on List or Segment to Send Segment Event
Check Insightly Contact Field to Send Segment Event to Remove From List
Segment Event to Check Lead Status to Assign Insightly Owner
Segment Event to Create Insightly Project to Add to List
Insightly Opportunity Status Change to Send Segment Event to Add to List
Check Insightly Opportunity Stage to Send Segment Event to Add to List
Add Insightly Opportunity to Is on List or Segment to Send Segment Event
List Trigger to Check Lead Status to Send Segment Event
List Trigger to Is on List or Segment to Send Segment Event
List Trigger to Create Insightly Project to Send Segment Event
Removed From List to Remove From List to Send Segment Event
Showing 20 journey ideas for Segment, Lists and Insightly
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 Lists integration
Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.
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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Segment integration, Lists integration and the Insightly integration.
Journey Triggers
Segment Event
Add a contact to a journey when they perform a Segment event.
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.
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.
Conditions
Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.
Journey Actions
Send Segment Event
Send a contextual Segment Event.
Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.
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, Lists and Insightly.
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