Typeform + Insightly Integration

Use Autopilot to automate and integrate Typeform and Insightly.

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Marketing Automation ideas to integrate Typeform and Insightly

Check Insightly Opportunity Stage to Update Field

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Check Insightly Contact Field to Has Submitted Typeform to Update Field

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Typeform Submitted to Assign Insightly Task

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Typeform Submitted to Mail Lob Postcard to Assign Insightly Owner

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Typeform Submitted to Update Insightly Contact Field

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Insightly Opportunity Status Change to Has Submitted Typeform to Mail Lob Postcard

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Typeform Submitted to Create Insightly Project to Mail Lob Postcard

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Typeform Submitted to Assign Insightly Owner

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Typeform Submitted to Change Score

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Typeform Submitted to Update Insightly Contact Field to Add Salesforce Task

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Typeform Submitted to Assign Insightly Task to Send Delighted NPS Survey

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Typeform Submitted to Create Insightly Project

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Typeform Submitted to Update Insightly Contact Field to Add Salesforce Task

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Typeform Submitted to Assign Insightly Owner

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Typeform Submitted to AB Split to Create Insightly Project

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Typeform Submitted to Update Insightly Contact Field

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Typeform Submitted to Update Insightly Contact Field

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Typeform Submitted to Add Salesforce Task

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Typeform Submitted to AB Split to Create Insightly Project

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Insightly Contact Field Change to Add Salesforce Task

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Showing 20 of 736 Marketing Automation ideas using Autopilot's Typeform and Insightly integration.

About Typeform

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

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 Typeform integration.

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.

Actions

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 and Insightly.