Segment + Insightly + Typeform integration

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

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Marketing Automation ideas to integrate Segment, Insightly and Typeform.

Insightly Opportunity Status Change to Has Submitted Typeform to Send Segment Event

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Add Insightly Opportunity to Update Insightly Contact Field to Send Segment Event

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Check Insightly Contact Field to Has Submitted Typeform to Send Segment Event

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Insightly Contact Field Change to Has Submitted Typeform to Send Segment Event

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Insightly Contact Field Change to Send Segment Event to Assign Insightly Task

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Add Insightly Opportunity to Create Insightly Project to Send Segment Event

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Insightly Opportunity Status Change to Assign Insightly Owner to Send Segment Event

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Insightly Opportunity Status Change to Send Segment Event to Assign Insightly Task

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Segment Event to Assign Insightly Owner to Send Segment Event

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Segment Event to Send Segment Event to Create Insightly Project

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Segment Event to Create Insightly Project to Send Segment Event

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Add Insightly Opportunity to Send Segment Event to Assign Insightly Owner

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Typeform Submitted to Send Segment Event to Create Insightly Project

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Segment Event to Send Segment Event to Assign Insightly Task

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Add Insightly Opportunity to Send Segment Event to Create Insightly Project

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Insightly Opportunity Status Change to Send Segment Event to Create Insightly Project

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Segment Event to Has Submitted Typeform to Update Insightly Contact Field

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Add Insightly Opportunity to Send Segment Event to Assign Insightly Task

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Typeform Submitted to Send Segment Event to Assign Insightly Task

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Check Insightly Contact Field to Assign Insightly Owner to Send Segment Event

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Showing 20 journey ideas for Segment, Insightly and Typeform

About the Segment integration

Personalize your marketing by triggering and personalizing your messages based on user events. Activate new users and drive higher engagement and retention.

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 Segment integration, Insightly integration and the Typeform integration.

Journey Triggers

Segment Event
Add a contact to a journey when they perform a Segment event.
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

Has Submitted Typeform
Check if a contact has previously submitted a specific Typeform.

Journey Actions

Send Segment Event
Send a contextual Segment Event.
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 Segment, Insightly and Typeform.