Smart Segments + GoToWebinar + Insightly integration

Use Autopilot to create journeys that use the Smart Segments, GoToWebinar and Insightly integrations.

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Marketing Automation ideas to integrate Smart Segments, GoToWebinar and Insightly.

Smart Segment Trigger to Create GoToWebinar Registrant to Create Insightly Project

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Smart Segment Trigger to Update Insightly Contact Field to Create GoToWebinar Registrant

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Smart Segment Trigger to Create Insightly Project to Create GoToWebinar Registrant

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Smart Segment Trigger to Create GoToWebinar Registrant to Assign Insightly Task

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Smart Segment Trigger to Assign Insightly Owner to Create GoToWebinar Registrant

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Smart Segment Trigger to Create GoToWebinar Registrant to Update Insightly Contact Field

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Smart Segment Trigger to Assign Insightly Task to Create GoToWebinar Registrant

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Smart Segment Trigger to Create GoToWebinar Registrant to Assign Insightly Owner

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Showing 8 journey ideas for Smart Segments, GoToWebinar and Insightly

About the Smart Segments integration

Targeting the right people with the right message has never been this easy. Easily segment and engage your leads and customers based on any combination of field values, behaviors, list memberships and much more. Add them to journeys automatically when they meet your criteria.

About the GoToWebinar integration

GoToWebinar makes it easy to reach your audience and deliver webinars that drive results. Pick a compelling topic, invite guest speakers and include polls and surveys for truly interactive presentations. With built-in reports, analytics and full-service registration, GoToWebinar reveals your most engaged attendees, so your sales team can turn qualified leads into customers.

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 Smart Segments integration, GoToWebinar integration and the Insightly integration.

Journey Triggers

Smart Segment Trigger
Add contacts on a smart segment to a journey.
New GoToWebinar Attendee
Triggers when a contact turn into attendees to a webinar.
New GoToWebinar Webinar
Triggers when you add a new upcoming webinar.
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

Create GoToWebinar Registrant
Creates a new registrant for your GoToWebinar webinar when a contact enters your 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 Smart Segments, GoToWebinar and Insightly.