Segment + Zendesk + Insightly integration
Use Autopilot to create journeys that use the Segment, Zendesk and Insightly integrations.
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Marketing Automation ideas to integrate Segment, Zendesk and Insightly.
Segment Event to Zendesk Ticket Status to Update Insightly Contact Field
Segment Event to Zendesk Ticket Status to Send Segment Event
Submits New Zendesk Ticket to Create Insightly Project to Send Segment Event
Segment Event to Zendesk Ticket Status to Assign Insightly Owner
Submits New Zendesk Ticket to Submit New Zendesk Ticket to Send Segment Event
Segment Event to Assign Insightly Owner to Submit New Zendesk Ticket
Add Insightly Opportunity to Zendesk Ticket Status to Send Segment Event
Check Insightly Contact Field to Send Segment Event to Submit New Zendesk Ticket
Check Insightly Opportunity Stage to Submit New Zendesk Ticket to Send Segment Event
Insightly Contact Field Change to Send Segment Event to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Assign Insightly Task to Send Segment Event
Submits New Zendesk Ticket to Send Segment Event to Create Insightly Project
Insightly Opportunity Status Change to Send Segment Event to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Assign Insightly Owner to Send Segment Event
Insightly Contact Field Change to Zendesk Ticket Status to Send Segment Event
Submits New Zendesk Ticket to Update Insightly Contact Field to Send Segment Event
Check Insightly Opportunity Stage to Send Segment Event to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Send Segment Event to Submit New Zendesk Ticket
Segment Event to Assign Insightly Task to Submit New Zendesk Ticket
Insightly Opportunity Status Change to Submit New Zendesk Ticket to Send Segment Event
Showing 20 journey ideas for Segment, Zendesk 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 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.
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, Zendesk integration and the Insightly integration.
Journey Triggers
Segment Event
Add a contact to a journey when they perform a Segment event.
Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.
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
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.
Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.
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, Zendesk and Insightly.
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