Typeform + Lists + Insightly integration

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

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Marketing Automation ideas to integrate Typeform, Lists and Insightly.

Typeform Submitted to Has Submitted Typeform to Remove From List

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Typeform Submitted to Add to List to Create Insightly Project

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Typeform Submitted to Assign Insightly Owner to Add to List

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Typeform Submitted to Check Lead Status to Assign Insightly Owner

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List Trigger to Has Submitted Typeform to Add to List

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Add Insightly Opportunity to Has Submitted Typeform to Remove From List

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Typeform Submitted to Add to List to Assign Insightly Task

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Check Insightly Contact Field to Has Submitted Typeform to Remove From List

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Typeform Submitted to Is on List or Segment to Assign Insightly Owner

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Check Insightly Opportunity Stage to Has Submitted Typeform to Remove From List

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Typeform Submitted to Remove From List to Create Insightly Project

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Typeform Submitted to Add to List to Update Insightly Contact Field

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Typeform Submitted to Check Lead Status to Assign Insightly Task

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Typeform Submitted to Remove From List to Assign Insightly Task

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Check Insightly Contact Field to Has Submitted Typeform to Add to List

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Typeform Submitted to Has Submitted Typeform to Add to List

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Typeform Submitted to Assign Insightly Task to Add to List

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Typeform Submitted to Remove From List to Update Insightly Contact Field

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Removed From List to Has Submitted Typeform to Add to List

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Typeform Submitted to Assign Insightly Task to Remove From List

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Showing 20 journey ideas for Typeform, Lists and Insightly

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 Lists integration

Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.

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.

Create your own marketing automation journey

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

Journey Triggers

Typeform Submitted
Add a contact to a journey when they submit a Typeform.
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.
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.
Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.

Journey Actions

Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.
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, Lists and Insightly.