Headsup + Freshdesk + Insightly integration

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

Upcoming
Upcoming

Marketing Automation ideas to integrate Headsup, Freshdesk and Insightly.

Freshdesk Contact Updated to Assign Insightly Owner to Show Headsup Message

Try this free

Create New Freshdesk Ticket to Freshdesk Update Ticket to Show Headsup Message

Try this free

Freshdesk Contact Updated to Show Headsup Message to Assign Insightly Task

Try this free

Insightly Contact Field Change to Show Headsup Message to Freshdesk Update Ticket

Try this free

Freshdesk Ticket Updated to Freshdesk Update Ticket to Show Headsup Message

Try this free

Freshdesk Ticket Updated to Assign Insightly Owner to Show Headsup Message

Try this free

Freshdesk Ticket Updated to Show Headsup Message to Create Insightly Project

Try this free

Freshdesk Contact Updated to Check Headsup Status to Freshdesk Update Ticket

Try this free

Create New Freshdesk Ticket to Check Headsup Status to Create Insightly Project

Try this free

Insightly Contact Field Change to Freshdesk Ticket Status to Show Headsup Message

Try this free

Freshdesk Contact Updated to Assign Insightly Task to Show Headsup Message

Try this free

Create New Freshdesk Ticket to Show Headsup Message to Assign Insightly Task

Try this free

Freshdesk Contact Updated to Show Headsup Message to Update Insightly Contact Field

Try this free

Insightly Opportunity Status Change to Freshdesk Update Ticket to Show Headsup Message

Try this free

Check Insightly Opportunity Stage to Check Headsup Status to Freshdesk Update Ticket

Try this free

Check Insightly Opportunity Stage to Show Headsup Message to Freshdesk Update Ticket

Try this free

Create New Freshdesk Ticket to Check Headsup Status to Freshdesk Update Ticket

Try this free

Insightly Contact Field Change to Freshdesk Update Ticket to Show Headsup Message

Try this free

New Freshdesk Ticket to Freshdesk Ticket Status to Show Headsup Message

Try this free

Insightly Opportunity Status Change to Show Headsup Message to Freshdesk Update Ticket

Try this free

Showing 20 journey ideas for Headsup, Freshdesk and Insightly

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 Freshdesk integration

Freshdesk is cloud-based customer support software. Freshdesk and Autopilot allow you to start journeys based on tickets matching certain criteria and follow up when people have had both positive and negative experiences. You can also add tickets automatically based on actions that happen in the customer journey.

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 Headsup integration, Freshdesk integration and the Insightly integration.

Journey Triggers

Freshdesk Ticket Updated
Triggers when a Freshdesk ticket is updated .
Freshdesk Contact Updated
Triggers when a Freshdesk contact is updated.
Freshdesk New Contact
When a new contact is added to Freshdesk the journey is triggered.
New Freshdesk Ticket
Triggers when a new Freshdesk ticket is submitted or created. Can be filtered to match certain criteria.
Create New Freshdesk Ticket
Creates a new Freshdesk Ticket.
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).
Freshdesk Ticket Status
Checks the most recent ticket status with multiple outcomes.

Journey Actions

Show Headsup Message
Show a contact a personalized message on a website, landing page, blog or inside an app.
Freshdesk Update Ticket
Updates the latest ticket with new information or a status.
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 Headsup, Freshdesk and Insightly.