Segment + Salesforce + Insightly integration
Use Autopilot to create journeys that use the Segment, Salesforce and Insightly integrations.
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Marketing Automation ideas to integrate Segment, Salesforce and Insightly.
Segment Event to Add Salesforce Task to Create Insightly Project
Add Insightly Opportunity to Check Salesforce Field to Send Segment Event
Insightly Opportunity Status Change to Send Segment Event to Add Salesforce Task
Segment Event to Send Segment Event to Create Salesforce Opportunity
Segment Event to Update Insightly Contact Field to Add Salesforce Task
Check Insightly Opportunity Stage to Send Segment Event to Assign Salesforce Lead to Group
Salesforce Field Changed to Send Segment Event to Create Insightly Project
Segment Event to Send Segment Event to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Create Insightly Project to Send Segment Event
Salesforce Field Changed to Send Segment Event to Update Insightly Contact Field
Salesforce Campaign Trigger to Send Segment Event to Set Salesforce Campaign Member Status
Segment Event to Create Insightly Project to Set Salesforce Campaign Member Status
Check Insightly Contact Field to Send Segment Event to Create Salesforce Opportunity
Add Insightly Opportunity to Send Segment Event to Add Salesforce Task
Add Insightly Opportunity to Send Segment Event to Assign Salesforce Lead
Segment Event to Create Insightly Project to Assign Salesforce Lead to Group
Check Insightly Opportunity Stage to Check Salesforce Campaign Member Status to Send Segment Event
Insightly Opportunity Status Change to Send Segment Event to Set Salesforce Campaign Member Status
Segment Event to Assign Salesforce Lead to Group to Send Segment Event
Insightly Opportunity Status Change to Create Salesforce Opportunity to Send Segment Event
Showing 20 journey ideas for Segment, Salesforce 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 Salesforce integration
Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.
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, Salesforce integration and the Insightly integration.
Journey Triggers
Segment Event
Add a contact to a journey when they perform a Segment event.
Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field meets your criteria (e.g. contains a particular word).
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
Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.
Journey Actions
Send Segment Event
Send a contextual Segment Event.
Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce field to a specific value.
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, Salesforce and Insightly.
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