Typeform + Insightly + Salesforce integration

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

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Marketing Automation ideas to integrate Typeform, Insightly and Salesforce.

Check Insightly Opportunity Stage to Has Submitted Typeform to Set Salesforce Campaign Member Status

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Insightly Contact Field Change to Has Submitted Typeform to Assign Salesforce Lead to Group

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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 Add Salesforce Task

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Typeform Submitted to Update Salesforce Field to Assign Insightly Task

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Typeform Submitted to Assign Insightly Owner to Add Salesforce Task

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Typeform Submitted to Check Salesforce Campaign Member Status to Assign Insightly Task

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Salesforce Field Changed 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 Contact Field Change to Has Submitted Typeform to Set Salesforce Campaign Member Status

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Add Insightly Opportunity to Has Submitted Typeform to Update Salesforce Field

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Typeform Submitted to Assign Salesforce Lead to Assign Insightly Task

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Typeform Submitted to Update Insightly Contact Field to Assign Salesforce Lead

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Typeform Submitted to Has Submitted Typeform to Update Insightly Contact Field

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

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Typeform Submitted to Has Submitted Typeform to Assign Insightly Task

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Salesforce Field Changed to Has Submitted Typeform to Assign Insightly Task

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

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

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Typeform Submitted to Set Salesforce Campaign Member Status to Create Insightly Project

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Showing 20 journey ideas for Typeform, Insightly and Salesforce

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 Salesforce integration

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Typeform integration, Insightly integration and the Salesforce 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.
Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field meets your criteria (e.g. contains a particular word).

Conditions

Has Submitted Typeform
Check if a contact has previously submitted a specific Typeform.
Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.

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.
Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce field to a specific value.

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 Salesforce.