Segment + NationBuilder + Insightly integration

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

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Marketing Automation ideas to integrate Segment, NationBuilder and Insightly.

Add Insightly Opportunity to Is a NationBuilder Donor? to Send Segment Event

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New NationBuilder Donor to Is a NationBuilder Donor? to Send Segment Event

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NationBuilder Membership Status to Send Segment Event to Update Insightly Contact Field

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New NationBuilder Donor to Send Segment Event to Create Insightly Project

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NationBuilder Membership Status to Send Segment Event to Assign Insightly Task

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Segment Event to Is a NationBuilder Donor? to Assign Insightly Task

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Segment Event to Is a NationBuilder Donor? to Create Insightly Project

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New NationBuilder Donor to Assign Insightly Owner to Send Segment Event

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New NationBuilder Person Tag to Send Segment Event to Assign Insightly Task

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Added to NationBuilder Nation List to Send Segment Event to Assign Insightly Task

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Added to NationBuilder Nation List to Is a NationBuilder Donor? to Send Segment Event

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Added to NationBuilder Nation List to Send Segment Event to Update Insightly Contact Field

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Added to NationBuilder Nation List to Update Insightly Contact Field to Send Segment Event

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New NationBuilder Donor to Assign Insightly Task to Send Segment Event

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New NationBuilder Person Tag to Is a NationBuilder Donor? to Send Segment Event

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Segment Event to Is a NationBuilder Donor? to Assign Insightly Owner

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NationBuilder Membership Status to Send Segment Event to Create Insightly Project

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New NationBuilder Donor to Send Segment Event to Assign Insightly Task

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New NationBuilder Person Tag to Assign Insightly Owner to Send Segment Event

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Added to NationBuilder Nation List to Send Segment Event to Assign Insightly Owner

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Showing 20 journey ideas for Segment, NationBuilder 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 NationBuilder integration

NationBuilder offers everyone the technology and community infrastructure to lead people to greatness.

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, NationBuilder integration and the Insightly integration.

Journey Triggers

Segment Event
Add a contact to a journey when they perform a Segment event.
New NationBuilder Person Tag
Add a contact to a journey when a tag is applied.
Added to NationBuilder Nation List
Triggers when a contact is added to a list in NationBuilder.
New NationBuilder Donor
Add new donors to a journey.
NationBuilder Membership Status
Triggers when the membership status changes.
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 a NationBuilder Donor?
Check is the contact in the journey is an existing donor 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.

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, NationBuilder and Insightly.