MessageBird + SurveyMonkey + Insightly integration

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

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Marketing Automation ideas to integrate MessageBird, SurveyMonkey and Insightly.

SurveyMonkey Survey Response to Create Insightly Project to Send MessageBird SMS

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SurveyMonkey Survey Response to Update Insightly Contact Field to Send MessageBird SMS

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Check Insightly Contact Field to Send SurveyMonkey Survey to Send MessageBird SMS

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Insightly Contact Field Change to Send MessageBird SMS to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Send MessageBird SMS to Assign Insightly Owner

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Add Insightly Opportunity to Send SurveyMonkey Survey to Send MessageBird SMS

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SurveyMonkey Survey Response to Assign Insightly Task to Send MessageBird SMS

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Check Insightly Contact Field to Send MessageBird SMS to Send SurveyMonkey Survey

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Insightly Opportunity Status Change to Send SurveyMonkey Survey to Send MessageBird SMS

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SurveyMonkey Survey Response to Send MessageBird SMS to Update Insightly Contact Field

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Add Insightly Opportunity to Send MessageBird SMS to Send SurveyMonkey Survey

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Insightly Opportunity Status Change to Send MessageBird SMS to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Send SurveyMonkey Survey to Send MessageBird SMS

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Insightly Contact Field Change to Send SurveyMonkey Survey to Send MessageBird SMS

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SurveyMonkey Survey Response to Send MessageBird SMS to Create Insightly Project

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SurveyMonkey Survey Response to Send MessageBird SMS to Send SurveyMonkey Survey

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Check Insightly Opportunity Stage to Send SurveyMonkey Survey to Send MessageBird SMS

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SurveyMonkey Survey Response to Send MessageBird SMS to Assign Insightly Task

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Check Insightly Opportunity Stage to Send MessageBird SMS to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Assign Insightly Owner to Send MessageBird SMS

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Showing 20 journey ideas for MessageBird, SurveyMonkey and Insightly

About the MessageBird integration

Create a multi-channel customer journey with personalized SMS messages. MessageBird connects enterprises to their global customers with the world's fastest & most reliable SMS, Voice & Chat APIs. MessageBird is on a mission to modernize and simplify the overcomplicated space of customer communication. As the only leading cloud communications platform with its own telecommunications carrier infrastructure, MessageBird connects over 15,000 enterprises to their global customers via the fastest and most reliable SMS, Voice and Chat APIs in the world.

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 MessageBird integration, SurveyMonkey integration and the Insightly integration.

Journey Triggers

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.

Journey Actions

Send MessageBird SMS
Send a contact a personalized SMS.
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 MessageBird, SurveyMonkey and Insightly.