Typeform + Custom Fields + Insightly integration

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

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Marketing Automation ideas to integrate Typeform, Custom Fields and Insightly.

Add Insightly Opportunity to Has Submitted Typeform to Update Field

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Typeform Submitted to Assign Insightly Task to Update Field

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Field Match to Has Submitted Typeform to Assign Insightly Task

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Typeform Submitted to Check Field to Assign Insightly Task

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Insightly Contact Field Change to Has Submitted Typeform to Update Field

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Field Match to Has Submitted Typeform to Assign Insightly Owner

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Typeform Submitted to Update Field to Assign Insightly Owner

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Check Insightly Opportunity Stage to Has Submitted Typeform to Update Field

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Typeform Submitted to Create Insightly Project to Update Field

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Typeform Submitted to Update Field to Assign Insightly Task

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Typeform Submitted to Update Field to Create Insightly Project

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Typeform Submitted to Assign Insightly Owner to Update Field

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Field Match to Has Submitted Typeform to Update Insightly Contact Field

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Typeform Submitted to Has Submitted Typeform to Update Field

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Field Match to Has Submitted Typeform to Update Field

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Typeform Submitted to Check Field to Create Insightly Project

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Typeform Submitted to Update Field to Update Insightly Contact Field

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Typeform Submitted to Check Field to Assign Insightly Owner

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Field Match to Has Submitted Typeform to Create Insightly Project

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Insightly Opportunity Status Change to Has Submitted Typeform to Update Field

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Showing 20 journey ideas for Typeform, Custom Fields 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 Custom Fields integration

Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.

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, Custom Fields integration and the Insightly integration.

Journey Triggers

Typeform Submitted
Add a contact to a journey when they submit a Typeform.
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).
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 Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).

Journey Actions

Update Field
Update a field to a specific value.
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, Custom Fields and Insightly.