SurveyMonkey + Insightly Integration

Use Autopilot to automate and integrate SurveyMonkey and Insightly.

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Marketing Automation ideas to integrate SurveyMonkey and Insightly

Check Insightly Contact Field to Send SurveyMonkey Survey

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New Drift Contact to Send SurveyMonkey Survey to Assign Insightly Owner

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Check Insightly Opportunity Stage to Add HubSpot CRM Deal

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SurveyMonkey Survey Response to Add HubSpot CRM Deal

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Insightly Contact Field Change to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Assign Insightly Task

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Add Insightly Opportunity to Send SurveyMonkey Survey

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Insightly Opportunity Status Change to Assign Insightly Task to Send SurveyMonkey Survey

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Removed From List to Assign Insightly Owner to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Update Insightly Contact Field

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Smart Segment Trigger to Create Insightly Project to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Create Insightly Project

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

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SurveyMonkey Survey Response to Add HubSpot CRM Deal to Create Insightly Project

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SurveyMonkey Survey Response to Assign Insightly Task

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Check Insightly Opportunity Stage to Add HubSpot CRM Deal to Send SurveyMonkey Survey

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Insightly Opportunity Status Change to Add HubSpot CRM Deal

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New Drift Contact to Assign Insightly Owner to Send SurveyMonkey Survey

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Field Match to Send SurveyMonkey Survey

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Check Insightly Opportunity Stage to Update Insightly Contact Field to Send SurveyMonkey Survey

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Showing 20 of 692 Marketing Automation ideas using Autopilot's SurveyMonkey and Insightly integration.

About SurveyMonkey

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 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 SurveyMonkey integration.

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.

Actions

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 SurveyMonkey and Insightly.