Typeform + Insightly + Freshdesk integration

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

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Marketing Automation ideas to integrate Typeform, Insightly and Freshdesk.

New Freshdesk Ticket to Has Submitted Typeform to Update Insightly Contact Field

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Typeform Submitted to Freshdesk Update Ticket to Assign Insightly Owner

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Typeform Submitted to Update Insightly Contact Field to Freshdesk Update Ticket

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

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Freshdesk Ticket Updated to Has Submitted Typeform to Create Insightly Project

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

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Check Insightly Opportunity Stage to Has Submitted Typeform to Create Insightly Project

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

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New Freshdesk Ticket 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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Freshdesk Contact Updated to Has Submitted Typeform to Assign Insightly Owner

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Freshdesk New Contact to Has Submitted Typeform to Assign Insightly Task

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New Freshdesk Ticket to Has Submitted Typeform to Assign Insightly Owner

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Typeform Submitted to Has Submitted Typeform to Update Insightly Contact Field

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Freshdesk Ticket Updated to Has Submitted Typeform to Assign Insightly Owner

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Freshdesk New Contact 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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New Freshdesk Ticket to Has Submitted Typeform to Assign Insightly Task

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

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Create New Freshdesk Ticket to Has Submitted Typeform to Update Insightly Contact Field

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Showing 20 journey ideas for Typeform, Insightly and Freshdesk

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 Freshdesk integration

Freshdesk is cloud-based customer support software. Freshdesk and Autopilot allow you to start journeys based on tickets matching certain criteria and follow up when people have had both positive and negative experiences. You can also add tickets automatically based on actions that happen in the customer journey.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Typeform integration, Insightly integration and the Freshdesk 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.
Freshdesk Ticket Updated
Triggers when a Freshdesk ticket is updated .
Freshdesk Contact Updated
Triggers when a Freshdesk contact is updated.
Freshdesk New Contact
When a new contact is added to Freshdesk the journey is triggered.
New Freshdesk Ticket
Triggers when a new Freshdesk ticket is submitted or created. Can be filtered to match certain criteria.
Create New Freshdesk Ticket
Creates a new Freshdesk Ticket.

Conditions

Has Submitted Typeform
Check if a contact has previously submitted a specific Typeform.
Freshdesk Ticket Status
Checks the most recent ticket status with multiple outcomes.

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.
Freshdesk Update Ticket
Updates the latest ticket with new information or a status.

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 Freshdesk.