Hubspot CRM + Patreon + Insightly integration

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

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

Patreon Status to Check HubSpot CRM Deal Stage to Assign Insightly Task

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New Patreon Patron to Assign Insightly Task to Update HubSpot CRM Deal Stage

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Patreon Status to Check HubSpot CRM Deal Stage to Update Insightly Contact Field

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New Patreon Patron to Update HubSpot CRM Deal Stage to Create Insightly Project

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New Patreon Patron to Update HubSpot Contact Field to Assign Insightly Task

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New Patreon Patron to Create Insightly Project to Update HubSpot Contact Field

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New Patreon Patron to Assign Insightly Owner to Add HubSpot CRM Deal

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New Patreon Patron to Assign Insightly Owner to Update HubSpot CRM Deal Stage

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New Patreon Patron to Check HubSpot CRM Deal Stage to Create Insightly Project

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New Patreon Patron to Update HubSpot Contact Field to Update Insightly Contact Field

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Patreon Status to Update HubSpot Contact Field to Update Insightly Contact Field

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Patreon Status to Update HubSpot Contact Field to Assign Insightly Task

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Patreon Status to Update HubSpot CRM Deal Stage to Assign Insightly Task

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Patreon Status to Create Insightly Project to Add HubSpot CRM Deal

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New Patreon Patron to Add HubSpot CRM Deal to Update Insightly Contact Field

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Patreon Status to Update HubSpot Contact Field to Assign Insightly Owner

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Patreon Status to Assign Insightly Task to Update HubSpot Contact Field

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New Patreon Patron to Add HubSpot CRM Deal to Assign Insightly Owner

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Patreon Status to Check HubSpot CRM Deal Stage to Assign Insightly Owner

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Patreon Status to Assign Insightly Owner to Update HubSpot CRM Deal Stage

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Showing 20 journey ideas for Hubspot CRM, Patreon and Insightly

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 Patreon integration

Patreon is a membership platform that makes it easy for artists and creators to get paid. Join over 50000 creators earning salaries from over 1000000 monthly patrons.

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 Hubspot CRM integration, Patreon integration and the Insightly integration.

Journey Triggers

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.
Patreon Status
Check if contact is a current patron.
New Patreon Patron
Add new patrons to a journey.
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 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 Hubspot CRM, Patreon and Insightly.