Slack + Segment + Insightly integration

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

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Marketing Automation ideas to integrate Slack, Segment and Insightly.

Segment Event to Send Slack Message to Assign Insightly Owner

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Segment Event to Assign Insightly Task to Send Slack Message

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Segment Event to Create Insightly Project to Send Slack Message

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Segment Event to Assign Insightly Owner to Send Slack Message

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Segment Event to Send Segment Event to Send Slack Message

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Segment Event to Send Slack Message to Create Insightly Project

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Segment Event to Send Slack Message to Send Segment Event

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Check Insightly Contact Field to Send Segment Event to Send Slack Message

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Segment Event to Update Insightly Contact Field to Send Slack Message

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Insightly Opportunity Status Change to Send Segment Event to Send Slack Message

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Check Insightly Contact Field to Send Slack Message to Send Segment Event

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Insightly Opportunity Status Change to Send Slack Message to Send Segment Event

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Add Insightly Opportunity to Send Slack Message to Send Segment Event

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Segment Event to Send Slack Message to Update Insightly Contact Field

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Check Insightly Opportunity Stage to Send Segment Event to Send Slack Message

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Check Insightly Opportunity Stage to Send Slack Message to Send Segment Event

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Insightly Contact Field Change to Send Segment Event to Send Slack Message

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Add Insightly Opportunity to Send Segment Event to Send Slack Message

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Segment Event to Send Slack Message to Assign Insightly Task

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Insightly Contact Field Change to Send Slack Message to Send Segment Event

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Showing 20 journey ideas for Slack, Segment and Insightly

About the Slack integration

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

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 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 Slack integration, Segment integration and the Insightly integration.

Journey Triggers

Segment Event
Add a contact to a journey when they perform a Segment event.
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.

Journey Actions

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