Typeform + Insightly + Email integration

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

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Marketing Automation ideas to integrate Typeform, Insightly and Email.

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

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

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Check Insightly Contact Field to Has Submitted Typeform to Update Insightly Contact Field

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Typeform Submitted to Check Email Status to Assign Insightly Owner

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Insightly Contact Field Change to Has Submitted Typeform to Send Email

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Email Activity to Has Submitted Typeform to Update Insightly Contact Field

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Add Insightly Opportunity to Has Submitted Typeform to Create Insightly Project

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

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

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Typeform Submitted to Create Insightly Project to Send Email

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Typeform Submitted to Check Email Status to Create Insightly Project

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Check Insightly Opportunity Stage to Has Submitted Typeform to Send Email

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Typeform Submitted to Update Insightly Contact Field to Send Email

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Insightly Opportunity Status Change to Has Submitted Typeform to Send Email

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Insightly Opportunity Status Change to Has Submitted Typeform to Update Insightly Contact Field

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Typeform Submitted to Has Submitted Typeform to Assign Insightly Task

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Typeform Submitted to Assign Insightly Owner to Send Email

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Insightly Contact Field Change to Has Submitted Typeform to Update Insightly Contact Field

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Typeform Submitted to Has Submitted Typeform to Assign Insightly Owner

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Typeform Submitted to Send Email to Assign Insightly Task

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Showing 20 journey ideas for Typeform, Insightly and Email

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 Email integration

Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more. You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more. Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Typeform integration, Insightly integration and the Email 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.
Email Activity
Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.

Conditions

Has Submitted Typeform
Check if a contact has previously submitted a specific Typeform.
Check Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).

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.
Send Email
Send a contact a personalized marketing or transactional email.

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 Email.