Typeform + Insightly + Lead Scoring integration

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

Upcoming

Marketing Automation ideas to integrate Typeform, Insightly and Lead Scoring.

Insightly Opportunity Status Change to Has Submitted Typeform to Change Score

Try this free

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

Try this free

Add Insightly Opportunity to Has Submitted Typeform to Create Insightly Project

Try this free

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

Try this free

Add Insightly Opportunity to Has Submitted Typeform to Change Score

Try this free

Typeform Submitted to Has Submitted Typeform to Assign Insightly Task

Try this free

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

Try this free

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

Try this free

Typeform Submitted to Assign Insightly Owner to Change Score

Try this free

Typeform Submitted to Change Score to Create Insightly Project

Try this free

Check Insightly Contact Field to Has Submitted Typeform to Change Score

Try this free

Typeform Submitted to Has Submitted Typeform to Create Insightly Project

Try this free

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

Try this free

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

Try this free

Typeform Submitted to Change Score to Assign Insightly Owner

Try this free

Check Insightly Opportunity Stage to Has Submitted Typeform to Change Score

Try this free

Typeform Submitted to Create Insightly Project to Change Score

Try this free

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

Try this free

Typeform Submitted to Has Submitted Typeform to Assign Insightly Owner

Try this free

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

Try this free

Showing 20 journey ideas for Typeform, Insightly and Lead Scoring

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 Lead Scoring integration

Autopilot makes it easier than ever to score your leads. It's all visual and easy to setup, so everyone on your team can get involved. On top of this, you can use the Change Score action to increase or decrease any number field. This means you can go beyond lead scoring and score other things that matter to your team such as product usage, email interactions (e.g. number of opens) and more.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Typeform integration, Insightly integration and the Lead Scoring 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.

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.
Change Score
Increases or decrease a number field by a specific amount.

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 Lead Scoring.