Typeform + Base CRM + Insightly integration

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

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Marketing Automation ideas to integrate Typeform, Base CRM and Insightly.

Base Contact Field Change to Has Submitted Typeform to Update Base Contact Field

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Typeform Submitted to Assign Insightly Task to Assign Base Contact Owner

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Add a Base Deal to Has Submitted Typeform to Assign Insightly Owner

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Base Contact Field Change to Has Submitted Typeform to Assign Insightly Task

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Typeform Submitted to Update Base Contact Field to Create Insightly Project

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Typeform Submitted to Assign Insightly Owner to Update Base Contact Field

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Typeform Submitted to Check Base Contact Field to Assign Insightly Task

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Typeform Submitted to Create Insightly Project to Update Base Contact Field

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Typeform Submitted to Update Base Contact Field to Assign Insightly Task

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Assign Base Task to Has Submitted Typeform to Assign Base Contact Owner

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Check Insightly Opportunity Stage to Has Submitted Typeform to Update Base Contact Field

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Base Contact Field Change to Has Submitted Typeform to Assign Insightly Owner

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Assign Base Task to Has Submitted Typeform to Assign Insightly Owner

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Typeform Submitted to Assign Base Contact Owner to Update Insightly Contact Field

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Base Contact Field Change to Has Submitted Typeform to Create Insightly Project

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Typeform Submitted to Has Submitted Typeform to Update Base Contact Field

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Base Deal Stage Change to Has Submitted Typeform to Assign Base Contact Owner

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Insightly Contact Field Change to Has Submitted Typeform to Assign Base Contact Owner

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Assign Base Task to Has Submitted Typeform to Assign Insightly Task

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Typeform Submitted to Assign Insightly Task to Update Base Contact Field

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Showing 20 journey ideas for Typeform, Base CRM and Insightly

About the Typeform integration

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

About the Base CRM integration

Base built the first scientific sales platform that empowers businesses to grow revenue in a way that’s measurable, repeatable and scalable. Unlike legacy cloud CRM and sales force automation systems, Base offers an all-in-one solution that increases rep adoption rates and data capture across devices. With the ability to analyze big data trends in real-time, Base’s Apollo provides sales leaders with the actionable, quantifiable insights they need to accelerate performance.

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 Typeform integration, Base CRM integration and the Insightly integration.

Journey Triggers

Typeform Submitted
Add a contact to a journey when they submit a Typeform.
Add a Base Deal
Add a new deal against the contact in the journey.
Base Deal Stage Change
Add a contact to a journey when the deal stage changes in Base CRM.
Base Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Assign Base Task
Assigns a task for a lead or contact.
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 Typeform
Check if a contact has previously submitted a specific Typeform.
Check Base Deal Stage
Check the deal stage with a true or false outcome.
Check Base Contact Field
Check for a specific value in a contact field.

Journey Actions

Assign Base Contact Owner
Assigns an owner or round robins ownership to a contact.
Update Base Contact Field
Updates a field with a certain value associated against a contact in Base CRM.
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 Typeform, Base CRM and Insightly.