Salesforce + Wordpress + Insightly integration

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

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Marketing Automation ideas to integrate Salesforce, Wordpress and Insightly.

New Wordpress Post to Set Salesforce Campaign Member Status to Assign Insightly Owner

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New Wordpress Post to Create Salesforce Opportunity to Update Insightly Contact Field

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New Wordpress Post to Assign Insightly Owner to Add Salesforce Task

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New Wordpress Post to Check Salesforce Campaign Member Status to Assign Insightly Owner

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New Wordpress Post to Add Salesforce Task to Assign Insightly Task

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New Wordpress Post to Update Salesforce Field to Create Insightly Project

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New Wordpress Post to Add Salesforce Task to Update Insightly Contact Field

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New Wordpress Post to Check Salesforce Field to Assign Insightly Owner

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New Wordpress Post to Add Salesforce Task to Create Insightly Project

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New Wordpress Post to Create Insightly Project to Update Salesforce Field

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New Wordpress Post to Assign Insightly Task to Set Salesforce Campaign Member Status

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New Wordpress Post to Update Insightly Contact Field to Assign Salesforce Lead

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New Wordpress Post to Create Insightly Project to Set Salesforce Campaign Member Status

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New Wordpress Post to Assign Insightly Owner to Update Salesforce Field

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New Wordpress Post to Check Salesforce Campaign Member Status to Assign Insightly Task

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New Wordpress Post to Check Salesforce Campaign Member Status to Create Insightly Project

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New Wordpress Post to Set Salesforce Campaign Member Status to Assign Insightly Task

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New Wordpress Post to Assign Salesforce Lead to Group to Assign Insightly Task

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New Wordpress Post to Check Salesforce Field to Create Insightly Project

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New Wordpress Post to Update Salesforce Field to Assign Insightly Owner

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Showing 20 journey ideas for Salesforce, Wordpress and Insightly

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 Wordpress integration

Every website starts with an idea. WordPress.com provides the design, features, and support to bring it to life. Choose your theme, pick a domain, select a plan, and start building your future.

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 Salesforce integration, Wordpress integration and the Insightly 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).
New Wordpress Post
Add contacts that are subscribed to your blog to the journey when a new post is published.
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 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.

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.

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, Wordpress and Insightly.