Typeform + Insightly + Heap integration
Use Autopilot to create journeys that use the Typeform, Insightly and Heap integrations.
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Marketing Automation ideas to integrate Typeform, Insightly and Heap.
Heap Event to Has Submitted Typeform to Update Insightly Contact Field
Check Insightly Opportunity Stage to Has Submitted Typeform to Assign Insightly Owner
Check Insightly Opportunity Stage to Has Submitted Typeform to Assign Insightly Task
Insightly Contact Field Change to Has Submitted Typeform to Assign Insightly Owner
Check Insightly Opportunity Stage to Has Submitted Typeform to Create Insightly Project
Add Insightly Opportunity to Has Submitted Typeform to Assign Insightly Task
Insightly Opportunity Status Change to Has Submitted Typeform to Assign Insightly Task
Typeform Submitted to Has Submitted Typeform to Update Insightly Contact Field
Add Insightly Opportunity to Has Submitted Typeform to Update Insightly Contact Field
Typeform Submitted to Has Submitted Typeform to Assign Insightly Task
Check Insightly Contact Field to Has Submitted Typeform to Assign Insightly Owner
Typeform Submitted to Has Submitted Typeform to Assign Insightly Owner
Add Insightly Opportunity to Has Submitted Typeform to Create Insightly Project
Heap Event to Has Submitted Typeform to Assign Insightly Task
Check Insightly Contact Field to Has Submitted Typeform to Create Insightly Project
Insightly Contact Field Change to Has Submitted Typeform to Update Insightly Contact Field
Insightly Opportunity Status Change to Has Submitted Typeform to Create Insightly Project
Insightly Contact Field Change to Has Submitted Typeform to Assign Insightly Task
Check Insightly Contact Field to Has Submitted Typeform to Assign Insightly Task
Insightly Contact Field Change to Has Submitted Typeform to Create Insightly Project
Showing 20 journey ideas for Typeform, Insightly and Heap
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 Heap integration
Heap allows you to aggregate, organize, and visualize all of your business data in one place. By streaming your Autopilot data to Heap you’ll instantly gain the visibility you need to make data-driven decisions across the entire customer journey. You can also easily add people to journeys in Autopilot when they perform an event that you’re tracking in Heap.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Typeform integration, Insightly integration and the Heap 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.
Heap Event
Add a contact to a journey when they perform a Heap event.
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.
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 Heap.
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