Timers + Hubspot CRM + Insightly integration

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

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Marketing Automation ideas to integrate Timers, Hubspot CRM and Insightly.

New HubSpot CRM Contact to Update HubSpot Contact Field to Add Delay

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Insightly Opportunity Status Change to Add Delay to Update HubSpot CRM Deal Stage

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New HubSpot CRM Contact to Update Insightly Contact Field to Add Delay

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HubSpot CRM Deal Stage Match to Add Delay to Update Insightly Contact Field

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HubSpot CRM Deal Stage Match to Add Delay to Assign Insightly Owner

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HubSpot CRM Contact Field Match to Add HubSpot CRM Deal to Add Delay

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Time Trigger to Assign Insightly Owner to Add HubSpot CRM Deal

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Add Insightly Opportunity to Update HubSpot Contact Field to Add Delay

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New HubSpot CRM Contact to Add Delay to Update Insightly Contact Field

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Time Trigger to Add HubSpot CRM Deal to Update Insightly Contact Field

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Time Trigger to Update Insightly Contact Field to Add HubSpot CRM Deal

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Time Trigger to Check HubSpot CRM Deal Stage to Assign Insightly Task

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Insightly Contact Field Change to Add Delay to Update HubSpot Contact Field

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HubSpot CRM Deal Stage Match to Add Delay to Assign Insightly Task

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Time Trigger to Check HubSpot CRM Deal Stage to Create Insightly Project

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HubSpot CRM Deal Stage Match to Check HubSpot CRM Deal Stage to Add Delay

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Insightly Opportunity Status Change to Add Delay to Update HubSpot Contact Field

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New HubSpot CRM Contact to Assign Insightly Task to Add Delay

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New HubSpot CRM Contact to Add Delay to Add HubSpot CRM Deal

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HubSpot CRM Deal Stage Match to Assign Insightly Task to Add Delay

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Showing 20 journey ideas for Timers, Hubspot CRM 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 Hubspot CRM integration

Make sure the time and effort you spend acquiring leads pays off. Automatically send leads that you generate with Autopilot to HubSpot CRM and create personalized deals. Assign deals to your sales team using round robin lead assignment, and update HubSpot CRM fields or deals based on events that occur in Autopilot or one of your connected apps. Visually create seamless marketing and sales journeys across HubSpot CRM and your other favorite apps. Trigger journeys in Autopilot when a deal stage is changed in HubSpot CRM, or a particular field is updated, so you can ensure timely action and personalized communication occurs — to help you close more deals.

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, Hubspot CRM integration and the Insightly integration.

Journey Triggers

Time Trigger
Add contacts on a list to a journey at a particular date and time.
New HubSpot CRM Contact
Add any new HubSpot CRM contact to a journey.
HubSpot CRM Contact Field Match
Add a contact to a journey when a particular HubSpot CRM field meets your criteria (e.g. contains a particular word).
HubSpot CRM Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.
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 HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.

Journey Actions

Add Delay
Wait a specific number of minutes, hours, days or weeks before moving to the next shape.
Add HubSpot CRM Deal
Create a contextual HubSpot CRM deal.
Update HubSpot CRM Deal Stage
Update the stage of the latest deal associated with a contact.
Update HubSpot Contact Field
Update a HubSpot contact field to a specific value.
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, Hubspot CRM and Insightly.