Typeform + Heap + Insightly integration
Use Autopilot to create journeys that use the Typeform, Heap and Insightly integrations.
Marketing Automation ideas to integrate Typeform, Heap and Insightly.
Showing 4 journey ideas for Typeform, Heap 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 Heap integration
Heap allows you to aggregate, organize, and visualize all of your business data in one place. By streaming your Autopilot data to Heap you’ll instantly gain the visibility you need to make data-driven decisions across the entire customer journey. You can also easily add people to journeys in Autopilot when they perform an event that you’re tracking in Heap.
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, Heap integration and the Insightly integration.
Journey Triggers
Typeform Submitted
Add a contact to a journey when they submit a Typeform.
Heap Event
Add a contact to a journey when they perform a Heap 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.
Conditions
Has Submitted Typeform
Check if a contact has previously submitted a specific Typeform.
Journey Actions