Typeform + Insightly + Patreon integration

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

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Marketing Automation ideas to integrate Typeform, Insightly and Patreon.

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

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

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Patreon Status to Has Submitted Typeform to Assign Insightly Task

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

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New Patreon Patron 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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Insightly Contact Field Change to Has Submitted Typeform to Update Insightly Contact Field

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Patreon Status 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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Insightly Contact Field Change to Has Submitted Typeform to Assign Insightly Task

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Typeform Submitted to Has Submitted Typeform to Assign Insightly Task

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

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Patreon Status to Has Submitted Typeform to Update Insightly Contact Field

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

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Add Insightly Opportunity to Has Submitted Typeform to Create Insightly Project

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

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Showing 20 journey ideas for Typeform, Insightly and Patreon

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 Patreon integration

Patreon is a membership platform that makes it easy for artists and creators to get paid. Join over 50000 creators earning salaries from over 1000000 monthly patrons.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Typeform integration, Insightly integration and the Patreon 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.
Patreon Status
Check if contact is a current patron.
New Patreon Patron
Add new patrons to a journey.

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 Patreon.