Typeform + Headsup + Insightly integration

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

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Marketing Automation ideas to integrate Typeform, Headsup and Insightly.

Typeform Submitted to Has Submitted Typeform to Show Headsup Message

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Check Insightly Opportunity Stage to Has Submitted Typeform to Show Headsup Message

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Typeform Submitted to Show Headsup Message to Create Insightly Project

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Typeform Submitted to Check Headsup Status to Assign Insightly Task

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Typeform Submitted to Update Insightly Contact Field to Show Headsup Message

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Typeform Submitted to Check Headsup Status to Update Insightly Contact Field

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Typeform Submitted to Show Headsup Message to Assign Insightly Owner

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Check Insightly Contact Field to Has Submitted Typeform to Show Headsup Message

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Add Insightly Opportunity to Has Submitted Typeform to Show Headsup Message

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Typeform Submitted to Assign Insightly Task to Show Headsup Message

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Typeform Submitted to Show Headsup Message to Assign Insightly Task

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Typeform Submitted to Assign Insightly Owner to Show Headsup Message

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Typeform Submitted to Show Headsup Message to Update Insightly Contact Field

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Typeform Submitted to Check Headsup Status to Create Insightly Project

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Insightly Contact Field Change to Has Submitted Typeform to Show Headsup Message

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Insightly Opportunity Status Change to Has Submitted Typeform to Show Headsup Message

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Typeform Submitted to Check Headsup Status to Assign Insightly Owner

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Typeform Submitted to Create Insightly Project to Show Headsup Message

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Showing 18 journey ideas for Typeform, Headsup 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 Headsup integration

Display personalized, timely messages to people that visit your website, landing pages, store, blog, knowledge base or app. Acquire new subscribers, capture replies, and create beautiful call to actions to nudge people in the right direction.

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, Headsup integration and the Insightly integration.

Journey Triggers

Typeform Submitted
Add a contact to a journey when they submit a Typeform.
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 Headsup Status
Check whether a contact has interacted with a Headsup message in a specific way (e.g. opened or responded).

Journey Actions

Show Headsup Message
Show a contact a personalized message on a website, landing page, blog or inside an app.
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, Headsup and Insightly.