Facebook + SurveyMonkey + Insightly integration

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

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Marketing Automation ideas to integrate Facebook, SurveyMonkey and Insightly.

Insightly Opportunity Status Change to Remove From Facebook Custom Audience to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Remove From Facebook Custom Audience to Assign Insightly Task

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Facebook Lead Ad Submitted to Send SurveyMonkey Survey to Create Insightly Project

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Add Insightly Opportunity to Has Submitted Facebook Lead Ad to Send SurveyMonkey Survey

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Add Insightly Opportunity to Send SurveyMonkey Survey to Remove From Facebook Custom Audience

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SurveyMonkey Survey Response to Assign Insightly Owner to Add to Facebook Custom Audience

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SurveyMonkey Survey Response to Assign Insightly Task to Add to Facebook Custom Audience

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Insightly Contact Field Change to Send SurveyMonkey Survey to Remove From Facebook Custom Audience

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SurveyMonkey Survey Response to Update Insightly Contact Field to Add to Facebook Custom Audience

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Add Insightly Opportunity to Add to Facebook Custom Audience to Send SurveyMonkey Survey

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Check Insightly Opportunity Stage to Remove From Facebook Custom Audience to Send SurveyMonkey Survey

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Facebook Lead Ad Submitted to Assign Insightly Task to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Assign Insightly Owner to Remove From Facebook Custom Audience

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Insightly Opportunity Status Change to Send SurveyMonkey Survey to Add to Facebook Custom Audience

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SurveyMonkey Survey Response to Create Insightly Project to Add to Facebook Custom Audience

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SurveyMonkey Survey Response to Has Submitted Facebook Lead Ad to Assign Insightly Owner

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Insightly Opportunity Status Change to Send SurveyMonkey Survey to Remove From Facebook Custom Audience

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Facebook Lead Ad Submitted to Send SurveyMonkey Survey to Assign Insightly Owner

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SurveyMonkey Survey Response to Has Submitted Facebook Lead Ad to Assign Insightly Task

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SurveyMonkey Survey Response to Add to Facebook Custom Audience to Assign Insightly Owner

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Showing 20 journey ideas for Facebook, SurveyMonkey 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 SurveyMonkey integration

SurveyMonkey is the world's leading online survey platform, with more than 3 million survey responses every day. SurveyMonkey has revolutionized the way people give and take feedback, making it accessible, easy and affordable for everyone. The company was founded in 1999 with a focus on helping people make better decisions, and has built technology based on over 10 years of experience in survey methodology and web development. Customers include 99% of the Fortune 500, academic institutions, organizations and neighborhood soccer leagues everywhere.

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, SurveyMonkey integration and the Insightly integration.

Journey Triggers

Facebook Lead Ad Submitted
Add a contact to a journey when they submit a Facebook Lead Ad.
SurveyMonkey Survey Response
Triggers a contact into a journey when they respond to a SurveyMonkey survey.
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.

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.
Send SurveyMonkey Survey
Send a SurveyMonkey survey to the contact in the journey.
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, SurveyMonkey and Insightly.