Timers + Headsup + Insightly integration

Use Autopilot to create journeys that use the Timers, Headsup and Insightly integrations.

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Marketing Automation ideas to integrate Timers, Headsup and Insightly.

Time Trigger to Add Delay to Show Headsup Message

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Check Insightly Opportunity Stage to Add Delay to Show Headsup Message

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Time Trigger to Show Headsup Message to Add Delay

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Time Trigger to Show Headsup Message to Assign Insightly Task

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Check Insightly Contact Field to Check Headsup Status to Add Delay

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Check Insightly Opportunity Stage to Show Headsup Message to Add Delay

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Insightly Opportunity Status Change to Show Headsup Message to Add Delay

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Time Trigger to Check Headsup Status to Assign Insightly Owner

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Insightly Opportunity Status Change to Add Delay to Show Headsup Message

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Time Trigger to Show Headsup Message to Update Insightly Contact Field

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Time Trigger to Check Headsup Status to Assign Insightly Task

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Time Trigger to Assign Insightly Owner to Show Headsup Message

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Add Insightly Opportunity to Check Headsup Status to Add Delay

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Time Trigger to Check Headsup Status to Create Insightly Project

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Time Trigger to Create Insightly Project to Show Headsup Message

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Time Trigger to Update Insightly Contact Field to Show Headsup Message

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Check Insightly Opportunity Stage to Check Headsup Status to Add Delay

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Add Insightly Opportunity to Add Delay to Show Headsup Message

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Time Trigger to Check Headsup Status to Update Insightly Contact Field

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Add Insightly Opportunity to Show Headsup Message to Add Delay

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Showing 20 journey ideas for Timers, Headsup and Insightly

About the Timers integration

Timers and delays make it easy to send the right message at the right time. For example, you can use delays to create a drip email sequence with each follow up email sent one day apart. Delays can also be used to wait until a particular time and day, for example you might only want to send emails on business days between 9am and 5pm.

About the Headsup integration

Display personalized, timely messages to people that visit your website, landing pages, store, blog, knowledge base or app. Acquire new subscribers, capture replies, and create beautiful call to actions to nudge people in the right direction.

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 Timers integration, Headsup integration and the Insightly integration.

Journey Triggers

Time Trigger
Add contacts on a list to a journey at a particular date and time.
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

Check Headsup Status
Check whether a contact has interacted with a Headsup message in a specific way (e.g. opened or responded).

Journey Actions

Add Delay
Wait a specific number of minutes, hours, days or weeks before moving to the next shape.
Show Headsup Message
Show a contact a personalized message on a website, landing page, blog or inside an app.
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 Timers, Headsup and Insightly.