Typeform + Insightly + Close.io integration
Use Autopilot to create journeys that use the Typeform, Insightly and Close.io integrations.
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Marketing Automation ideas to integrate Typeform, Insightly and Close.io.
Insightly Contact Field Change to Has Submitted Typeform to Assign Insightly Task
Typeform Submitted to Check Close.io Opportunity Status to Assign Insightly Owner
Add Insightly Opportunity to Has Submitted Typeform to Assign Insightly Owner
Insightly Opportunity Status Change to Has Submitted Typeform to Update Close.io Field
Check Insightly Opportunity Stage to Has Submitted Typeform to Assign Close.io Task
Insightly Contact Field Change to Has Submitted Typeform to Assign Close.io Lead
New Close.io Event to Has Submitted Typeform to Update Insightly Contact Field
New Close.io Event to Has Submitted Typeform to Assign Insightly Task
Typeform Submitted to Update Close.io Opportunity Stage to Assign Insightly Task
Insightly Opportunity Status Change to Has Submitted Typeform to Create Insightly Project
Typeform Submitted to Assign Close.io Lead to Create Insightly Project
Close.io Field Change to Has Submitted Typeform to Assign Insightly Task
Typeform Submitted to Assign Close.io Lead to Update Insightly Contact Field
Typeform Submitted to Assign Close.io Task to Create Insightly Project
Typeform Submitted to Assign Insightly Task to Update Close.io Field
Add Insightly Opportunity to Has Submitted Typeform to Update Insightly Contact Field
Typeform Submitted to Assign Close.io Task to Assign Insightly Task
Typeform Submitted to Check Close.io Opportunity Status to Assign Insightly Task
Check Insightly Opportunity Stage to Has Submitted Typeform to Assign Insightly Owner
Typeform Submitted to Create Close.io Opportunity to Assign Insightly Task
Showing 20 journey ideas for Typeform, Insightly and Close.io
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 Insightly integration
Grow your business faster than ever before by building stronger customer relationships over time, and exceeding expectations every step of the way.
About the Close.io integration
Close.io is the inside sales CRM of choice for startups and SMBs. Increase productivity with all your sales communication in one place.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Typeform integration, Insightly integration and the Close.io 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.
Close.io Opportunity Status Change
Triggers when an Opportunity Status changes.
New Close.io Event
Triggers when a new event is created.
Close.io Field Change
Add a contact to a journey when a particular Close.io field's value meets your criteria (e.g. contains a particular word).
Conditions
Has Submitted Typeform
Check if a contact has previously submitted a specific Typeform.
Check Close.io Opportunity Status
Check if an opportunity is at a certain status.
Check Close.io Field
Check if a Close.io field is a specific value, or meets some other criteria (e.g. contains a particular word).
Journey 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.
Create Close.io Opportunity
Create a contextual Close.io opportunity.
Update Close.io Opportunity Stage
Updates the stage of an existing Opportunity.
Assign Close.io Lead
Assign a lead in Close.io and set their lead source and lead status.
Update Close.io Field
Update a Close.io field to a specific value.
Assign Close.io Task
Create a contextual Close.io task.
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, Insightly and Close.io.
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- Forms
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