Typeform + Insightly + Help Scout integration

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

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Marketing Automation ideas to integrate Typeform, Insightly and Help Scout.

Typeform Submitted to Has Submitted Typeform to Create Insightly Project

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

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

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Help Scout Satisfaction Rating to Has Submitted Typeform to Assign Insightly Owner

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Help Scout Tag to Has Submitted Typeform to Assign Insightly Owner

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Help Scout Tag to Has Submitted Typeform to Assign Insightly Task

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

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Help Scout Create Conversation 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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Add Insightly Opportunity to Has Submitted Typeform to Assign Insightly Task

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Help Scout Create Conversation 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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Typeform Submitted to Has Submitted Typeform to Assign Insightly Owner

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Insightly Opportunity Status Change to Has Submitted Typeform to Create Insightly Project

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

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Help Scout Tag to Has Submitted Typeform to Update Insightly Contact Field

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Help Scout Satisfaction Rating 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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Showing 20 journey ideas for Typeform, Insightly and Help Scout

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 Help Scout integration

Help Scout makes excellent customer service achievable for companies of all sizes. The Autopilot and Help Scout integration allows you to display customer information directly in Help Scout. Shapes allow you to create new tickets in journeys and trigger new journeys when conversations are tagged.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Typeform integration, Insightly integration and the Help Scout 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.
Help Scout Tag
Trigger when a new tag is added to a Help Scout conversation.
Help Scout Satisfaction Rating
Triggers when a conversation has a satisfaction rating.
Help Scout Create Conversation
Creates a new Help Scout conversation.

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 Help Scout.