Facebook + Forms + Insightly integration

Use Autopilot to create journeys that use the Facebook, Forms and Insightly integrations.

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Marketing Automation ideas to integrate Facebook, Forms and Insightly.

Form Submitted to Add to Facebook Custom Audience to Update Insightly Contact Field

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Insightly Opportunity Status Change to Has Submitted Form to Remove From Facebook Custom Audience

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Facebook Lead Ad Submitted to Has Submitted Form to Create Insightly Project

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Form Submitted to Has Submitted Form to Add to Facebook Custom Audience

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Check Insightly Contact Field to Has Submitted Form to Add to Facebook Custom Audience

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Form Submitted to Remove From Facebook Custom Audience to Assign Insightly Owner

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Form Submitted to Has Submitted Facebook Lead Ad to Assign Insightly Task

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Add Insightly Opportunity to Has Submitted Form to Add to Facebook Custom Audience

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Form Submitted to Add to Facebook Custom Audience to Assign Insightly Task

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Form Submitted to Has Submitted Facebook Lead Ad to Update Insightly Contact Field

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Add Insightly Opportunity to Has Submitted Form to Remove From Facebook Custom Audience

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Facebook Lead Ad Submitted to Has Submitted Form to Assign Insightly Owner

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Form Submitted to Create Insightly Project to Remove From Facebook Custom Audience

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Facebook Lead Ad Submitted to Has Submitted Form to Update Insightly Contact Field

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Form Submitted to Update Insightly Contact Field to Remove From Facebook Custom Audience

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Facebook Lead Ad Submitted to Has Submitted Form to Remove From Facebook Custom Audience

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Form Submitted to Has Submitted Form to Remove From Facebook Custom Audience

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Form Submitted to Remove From Facebook Custom Audience to Assign Insightly Task

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Form Submitted to Has Submitted Facebook Lead Ad to Assign Insightly Owner

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Facebook Lead Ad Submitted to Has Submitted Form to Assign Insightly Task

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Showing 20 journey ideas for Facebook, Forms and Insightly

About the Facebook integration

Facebook is an online social networking service that allows its users to connect with friends and family as well as make new connections. It provides its users with the ability to create a profile, update information, add images, send friend requests, and accept requests from other users. Its features include status update, photo tagging and sharing, and more.

About the Forms integration

Autopilot's form capture is magical. Simply drop our tracking code to capture submissions of your existing forms without lifting another finger. Then automatically add new leads and subscribers to your journeys to ensure no one is left behind.

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 Facebook integration, Forms integration and the Insightly integration.

Journey Triggers

Facebook Lead Ad Submitted
Add a contact to a journey when they submit a Facebook Lead Ad.
Form Submitted
Add a contact to a journey when they submit a form.
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

Has Submitted Facebook Lead Ad
Check if a contact has previously submitted a specific Facebook Lead Ad.
Has Submitted Form
Check if a contact has previously submitted a specific form.

Journey Actions

Remove From Facebook Custom Audience
Remove a contact from a Facebook Custom Audience.
Add to Facebook Custom Audience
Add a contact to a Facebook Custom Audience.
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 Facebook, Forms and Insightly.