Typeform + Insightly + Intercom integration

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

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Marketing Automation ideas to integrate Typeform, Insightly and Intercom.

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

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Typeform Submitted to Has Submitted Typeform to Create Insightly Project

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Typeform Submitted to Has Submitted Typeform to Assign Insightly Owner

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Typeform Submitted to Assign Insightly Owner to Add Intercom Tag

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New Intercom Lead to Has Submitted Typeform to Create Insightly Project

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

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Typeform Submitted to Add Intercom Tag to Create Insightly Project

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Typeform Submitted to Has Submitted Typeform to Update Insightly Contact Field

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

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Check Insightly Contact Field to Has Submitted Typeform to Add Intercom Tag

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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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Add Insightly Opportunity to Has Submitted Typeform to Assign Insightly Task

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

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

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New Intercom User to Has Submitted Typeform to Assign Insightly Owner

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Typeform Submitted to Add Intercom Tag to Assign Insightly Owner

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

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

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Intercom Tag to Has Submitted Typeform to Assign Insightly Task

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Showing 20 journey ideas for Typeform, Insightly and Intercom

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 Intercom integration

Combine the power of Intercom and Autopilot and create a seamless experience for your leads and users. You can add new Intercom leads and users to Autopilot automatically, trigger Autopilot journeys when someone is tagged in Intercom, add Autopilot contacts to Intercom, and tag leads or users in Intercom based on what occurs in an Autopilot journey, so you can take a follow-up action in Intercom.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Typeform integration, Insightly integration and the Intercom 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.
New Intercom User
Adds new Intercom users to a journey.
New Intercom Lead
Adds new Intercom leads to a journey.
Intercom Tag
Adds an Intercom lead or user to a journey when they are tagged in Intercom.

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.
Add Intercom Tag
Tags an Intercom lead or user.

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 Intercom.