Typeform + Insightly + Slack integration

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

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Marketing Automation ideas to integrate Typeform, Insightly and Slack.

Add Insightly Opportunity to Has Submitted Typeform to Assign Insightly Owner

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

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Typeform Submitted to Send Slack Message to Create Insightly Project

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

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Add Insightly Opportunity to Has Submitted Typeform to Send Slack Message

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

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Typeform Submitted to Send Slack Message to Assign Insightly Owner

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Typeform Submitted to Update Insightly Contact Field to Send Slack Message

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

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Insightly Contact Field Change to Has Submitted Typeform to Send Slack Message

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Add Insightly Opportunity to Has Submitted Typeform to Create Insightly Project

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Check Insightly Opportunity Stage to Has Submitted Typeform to Send Slack Message

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Insightly Opportunity Status Change to Has Submitted Typeform to Send Slack Message

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Typeform Submitted to Has Submitted Typeform to Assign Insightly Owner

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

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Typeform Submitted to Has Submitted Typeform to Create Insightly Project

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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 Create Insightly Project

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Typeform Submitted to Send Slack Message to Assign Insightly Task

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Check Insightly Contact Field to Has Submitted Typeform to Send Slack Message

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Showing 20 journey ideas for Typeform, Insightly and Slack

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 Slack integration

Follow up on hot leads or key activities fast and build team alignment by automating Slack messages into your marketing journeys.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Typeform integration, Insightly integration and the Slack 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 Slack Message
Send a contextual Slack message to a Slack channel.

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 Slack.