Typeform + Insightly + Ejection integration

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

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Marketing Automation ideas to integrate Typeform, Insightly and Ejection.

Typeform Submitted to Eject from Journey to Assign Insightly Task

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Insightly Contact Field Change to Has Submitted Typeform to Assign Insightly Task

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Typeform Submitted to Update Insightly Contact Field to Eject from Journey

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Check Insightly Opportunity Stage to Has Submitted Typeform to Assign Insightly Owner

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Typeform Submitted to Has Submitted Typeform to Create Insightly Project

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Add Insightly Opportunity to Has Submitted Typeform to Eject from Journey

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Insightly Opportunity Status Change to Has Submitted Typeform to Assign Insightly Owner

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Typeform Submitted to Assign Insightly Task to Eject from Journey

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Insightly Contact Field Change to Has Submitted Typeform to Eject from Journey

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Insightly Opportunity Status Change to Has Submitted Typeform to Eject from Journey

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Typeform Submitted to Create Insightly Project to Eject from Journey

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Typeform Submitted to Has Submitted Typeform to Assign Insightly Task

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Typeform Submitted to Has Submitted Typeform to Assign Insightly Owner

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Add Insightly Opportunity to Has Submitted Typeform to Update Insightly Contact Field

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Check Insightly Contact Field to Has Submitted Typeform to Create Insightly Project

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Check Insightly Opportunity Stage to Has Submitted Typeform to Eject from Journey

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Insightly Contact Field Change to Has Submitted Typeform to Assign Insightly Owner

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Typeform Submitted to Eject from Journey to Create Insightly Project

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Typeform Submitted to Eject from Journey to Assign Insightly Owner

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Typeform Submitted to Assign Insightly Owner to Eject from Journey

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Showing 20 journey ideas for Typeform, Insightly and Ejection

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 Ejection integration

Ejection provides the flexibility to use triggers and conditions to immediately disqualify or “eject” contacts from a journey. Voila. This allows you to simplify journeys by removing all those condition checks, easily manage all your targeting criteria in one canvas, and eliminate the dreaded “oops” email.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Typeform integration, Insightly integration and the Ejection 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.

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.
Eject from Journey
Remove a contact from a journey.

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 Ejection.