Pipedrive + Insightly + Typeform integration

Use Autopilot to create journeys that use the Pipedrive, Insightly and Typeform integrations.

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Marketing Automation ideas to integrate Pipedrive, Insightly and Typeform.

Insightly Contact Field Change to Assign Insightly Owner to Update Pipedrive Deal Stage

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Check Insightly Opportunity Stage to Has Submitted Typeform to Add Pipedrive Deal

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Pipedrive Deal Stage Match to Has Submitted Typeform to Assign Insightly Owner

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Pipedrive Deal Status Match to Update Pipedrive Person Field to Assign Insightly Owner

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Check Insightly Opportunity Stage to Check Pipedrive Person Field to Update Insightly Contact Field

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Insightly Contact Field Change to Has Submitted Typeform to Update Pipedrive Person Field

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Insightly Opportunity Status Change to Update Pipedrive Deal Stage to Update Insightly Contact Field

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Person Field Match to Check Pipedrive Deal Stage to Assign Insightly Owner

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Check Insightly Contact Field to Assign Pipedrive Person Owner to Create Insightly Project

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Check Insightly Contact Field to Add Pipedrive Deal to Update Insightly Contact Field

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Check Insightly Opportunity Stage to Create Insightly Project to Assign Pipedrive Person Owner

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Pipedrive Deal Stage Match to Check Pipedrive Deal Stage to Assign Insightly Owner

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Insightly Opportunity Status Change to Update Insightly Contact Field to Update Pipedrive Deal Stage

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Pipedrive Deal Status Match to Has Submitted Typeform to Assign Insightly Task

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Check Insightly Contact Field to Check Pipedrive Person Field to Update Insightly Contact Field

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Check Insightly Opportunity Stage to Create Insightly Project to Schedule Pipedrive Activity

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Insightly Opportunity Status Change to Check Pipedrive Person Field to Assign Insightly Owner

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Typeform Submitted to Check Pipedrive Deal Stage to Update Insightly Contact Field

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Pipedrive Deal Stage Match to Check Pipedrive Deal Stage to Update Insightly Contact Field

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Pipedrive Deal Stage Match to Assign Insightly Task to Schedule Pipedrive Activity

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Showing 20 journey ideas for Pipedrive, Insightly and Typeform

About the Pipedrive integration

Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes. They realized that the CRM landscape was populated by software designed to please the top brass while ignoring the needs of the people doing the actual selling. The Pipedrive integration adds email marketing, lead nurturing and marketing automation capabilities to Pipedrive. It's an email marketing integration for Pipedrive that helps you nurture leads over the course of a long sales cycle.

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 Typeform integration

Continue the conversations you started on Typeform by automating the next steps of your customer’s journey in Autopilot.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Insightly integration and the Typeform integration.

Journey Triggers

Person Field Match
Add a contact to a journey when a particular Pipedrive person field meets your criteria (e.g. contains a particular word).
Pipedrive Deal Status Match
Add a contact associated with a deal to a journey when the deal status matches your criteria.
Pipedrive Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.
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.
Typeform Submitted
Add a contact to a journey when they submit a Typeform.

Conditions

Check Pipedrive Person Field
Check if a Pipedrive person field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Pipedrive Deal Stage
Check the stage of the latest deal associated with a contact.
Has Submitted Typeform
Check if a contact has previously submitted a specific Typeform.

Journey Actions

Update Pipedrive Person Field
Update a Pipedrive person field to a specific value.
Update Pipedrive Deal Stage
Update the stage of the latest deal associated with a contact.
Assign Pipedrive Person Owner
Assign a person in Pipedrive. Supports round robin assignment.
Schedule Pipedrive Activity
Create a contextual Pipedrive activity.
Add Pipedrive Deal
Create a contextual Pipedrive deal.
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 Pipedrive, Insightly and Typeform.