Segment + Zendesk + Insightly integration
Use Autopilot to create journeys that use the Segment, Zendesk and Insightly integrations.
Marketing Automation ideas to integrate Segment, Zendesk and Insightly.
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