Salesforce + Insightly + Email integration

Use Autopilot to create journeys that use the Salesforce, Insightly and Email integrations.

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Marketing Automation ideas to integrate Salesforce, Insightly and Email.

Salesforce Field Changed to Assign Insightly Owner to Add Salesforce Task

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Salesforce Field Changed to Assign Salesforce Lead to Group to Create Insightly Project

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Salesforce Field Changed to Update Salesforce Field to Update Insightly Contact Field

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Salesforce Campaign Trigger to Assign Insightly Owner to Add Salesforce Task

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Add Insightly Opportunity to Update Salesforce Field to Assign Insightly Task

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Insightly Contact Field Change to Check Salesforce Campaign Member Status to Assign Insightly Task

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Check Insightly Opportunity Stage to Set Salesforce Campaign Member Status to Assign Insightly Task

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Insightly Opportunity Status Change to Assign Salesforce Lead to Group to Send Email

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Salesforce Field Changed to Assign Insightly Owner to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Create Salesforce Opportunity to Assign Insightly Task

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Insightly Contact Field Change to Add Salesforce Task to Create Insightly Project

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Check Insightly Opportunity Stage to Create Salesforce Opportunity to Update Insightly Contact Field

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Insightly Contact Field Change to Update Salesforce Field to Create Insightly Project

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Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Update Insightly Contact Field

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Add Insightly Opportunity to Send Email to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Assign Insightly Task to Add Salesforce Task

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Insightly Opportunity Status Change to Check Email Status to Assign Salesforce Lead

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Insightly Opportunity Status Change to Create Insightly Project to Create Salesforce Opportunity

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Check Insightly Opportunity Stage to Send Email to Set Salesforce Campaign Member Status

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Check Insightly Opportunity Stage to Create Insightly Project to Assign Salesforce Lead to Group

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Showing 20 journey ideas for Salesforce, Insightly and Email

About the Salesforce integration

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.

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.

About the Email integration

Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more. You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more. Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Insightly integration and the Email integration.

Journey Triggers

Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field meets your criteria (e.g. contains a particular word).
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.
Email Activity
Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.

Conditions

Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.
Check Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).

Journey Actions

Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce 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.
Send Email
Send a contact a personalized marketing or transactional email.

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 Salesforce, Insightly and Email.