Typeform + Insightly + MessageBird integration

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

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Marketing Automation ideas to integrate Typeform, Insightly and MessageBird.

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

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Insightly Contact Field Change to Has Submitted Typeform to Send MessageBird SMS

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Add Insightly Opportunity to Has Submitted Typeform to Assign Insightly Owner

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Check Insightly Contact Field to Has Submitted Typeform to Send MessageBird SMS

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Add Insightly Opportunity to Has Submitted Typeform to Assign Insightly Task

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Typeform Submitted to Update Insightly Contact Field to Send MessageBird SMS

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Typeform Submitted to Assign Insightly Owner to Send MessageBird SMS

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Typeform Submitted to Send MessageBird SMS to Assign Insightly Task

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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 Update Insightly Contact Field

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

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

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Check Insightly Opportunity Stage to Has Submitted Typeform to Send MessageBird SMS

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Add Insightly Opportunity to Has Submitted Typeform to Create Insightly Project

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Typeform Submitted to Has Submitted Typeform to Update Insightly Contact Field

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Typeform Submitted to Has Submitted Typeform to Assign Insightly Owner

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

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

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Showing 20 journey ideas for Typeform, Insightly and MessageBird

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 MessageBird integration

Create a multi-channel customer journey with personalized SMS messages. MessageBird connects enterprises to their global customers with the world's fastest & most reliable SMS, Voice & Chat APIs. MessageBird is on a mission to modernize and simplify the overcomplicated space of customer communication. As the only leading cloud communications platform with its own telecommunications carrier infrastructure, MessageBird connects over 15,000 enterprises to their global customers via the fastest and most reliable SMS, Voice and Chat APIs in the world.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Typeform integration, Insightly integration and the MessageBird 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.
Send MessageBird SMS
Send a contact a personalized SMS.

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 MessageBird.