Slack + Insightly Integration

Use Autopilot to automate and integrate Slack and Insightly.

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Marketing Automation ideas to integrate Slack and Insightly

Insightly Contact Field Change to Send Slack Message

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Person Field Changed to Assign Insightly Task to Send Slack Message

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Form Submitted to Send Slack Message to Create Insightly Project

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Check Insightly Opportunity Stage to Send Slack Message to Schedule Pipedrive Activity

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Check Insightly Contact Field to Send Slack Message

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Check Insightly Opportunity Stage to Check Headsup Status to Send Slack Message

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Insightly Opportunity Status Change to Send Slack Message to Assign Insightly Owner

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Check Insightly Contact Field to Send Slack Message

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Check Insightly Contact Field to Assign Insightly Task to Send Slack Message

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Insightly Opportunity Status Change to Create Salesforce Opportunity

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Check Insightly Contact Field to Send Slack Message

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Insightly Opportunity Status Change to Send Slack Message

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Check Insightly Contact Field to Send Slack Message to Create Salesforce Opportunity

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Person Field Changed to Assign Insightly Owner

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Insightly Opportunity Status Change to Create Insightly Project to Send Slack Message

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Form Submitted to Send Slack Message to Assign Insightly Owner

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Check Insightly Contact Field to Check Headsup Status to Send Slack Message

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Check Insightly Contact Field to Assign Insightly Owner to Send Slack Message

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Check Insightly Opportunity Stage to Send Slack Message

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Check Insightly Contact Field to Schedule Pipedrive Activity to Send Slack Message

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Showing 20 of 445 Marketing Automation ideas using Autopilot's Slack and Insightly integration.

About Slack

Follow up on hot leads or key activities fast and build team alignment by automating Slack messages into your marketing journeys.

About Insightly

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 Slack integration.

Triggers

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.

Actions

Send Slack Message
Send a contextual Slack message to a Slack channel.
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 Slack and Insightly.