Forms + Insightly Integration

Use Autopilot to automate and integrate Forms and Insightly.

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Marketing Automation ideas to integrate Forms and Insightly

Form Submitted to Update Insightly Contact Field to Subscribe to Mailchimp audience

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Insightly Opportunity Status Change to Has Submitted Form to Assign Insightly Owner

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Form Submitted to Update Insightly Contact Field to Change Score

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Insightly Contact Field Change to Has Submitted Form to Update Pipedrive Deal Field

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List Trigger to Update Insightly Contact Field

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Check Insightly Contact Field to Change Score

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Form Submitted to Update Insightly Contact Field

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Form Submitted to Assign Insightly Owner

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Form Submitted to Create Insightly Project

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Form Submitted to Assign Insightly Owner

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Form Submitted to Assign Insightly Task

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Check Insightly Contact Field to Has Submitted Form to Assign Insightly Owner

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Form Submitted to Subscribe to Mailchimp audience to Assign Insightly Owner

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Salesforce Campaign Trigger to Has Submitted Form to Assign Insightly Task

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Form Submitted to Update HubSpot CRM Deal Stage

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Form Submitted to Update HubSpot CRM Deal Stage to Assign Insightly Owner

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Check Insightly Contact Field to Has Submitted Form to Update Pipedrive Deal Field

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Check Insightly Opportunity Stage to Has Submitted Form to Change Score

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Form Submitted to Update Insightly Contact Field

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Form Submitted to Update Insightly Contact Field

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Showing 20 of 490 Marketing Automation ideas using Autopilot's Forms and Insightly integration.

About Forms

Autopilot's form capture is magical. Simply drop our tracking code to capture submissions of your existing forms without lifting another finger. Then automatically add new leads and subscribers to your journeys to ensure no one is left behind.

About Insightly

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 Forms integration.

Triggers

Form Submitted
Add a contact to a journey when they submit a form.
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 Form
Check if a contact has previously submitted a specific form.

Actions

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 Forms and Insightly.