Typeform + NationBuilder + Insightly integration
Use Autopilot to create journeys that use the Typeform, NationBuilder and Insightly integrations.
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Marketing Automation ideas to integrate Typeform, NationBuilder and Insightly.
Typeform Submitted to Is a NationBuilder Donor? to Update Insightly Contact Field
Added to NationBuilder Nation List to Has Submitted Typeform to Assign Insightly Task
NationBuilder Membership Status to Has Submitted Typeform to Assign Insightly Owner
New NationBuilder Donor to Has Submitted Typeform to Assign Insightly Task
New NationBuilder Person Tag to Has Submitted Typeform to Create Insightly Project
New NationBuilder Person Tag to Has Submitted Typeform to Update Insightly Contact Field
New NationBuilder Person Tag to Has Submitted Typeform to Assign Insightly Owner
Typeform Submitted to Is a NationBuilder Donor? to Assign Insightly Task
Added to NationBuilder Nation List to Has Submitted Typeform to Assign Insightly Owner
NationBuilder Membership Status to Has Submitted Typeform to Update Insightly Contact Field
Typeform Submitted to Is a NationBuilder Donor? to Create Insightly Project
New NationBuilder Donor to Has Submitted Typeform to Create Insightly Project
Typeform Submitted to Is a NationBuilder Donor? to Assign Insightly Owner
NationBuilder Membership Status to Has Submitted Typeform to Assign Insightly Task
Added to NationBuilder Nation List to Has Submitted Typeform to Update Insightly Contact Field
New NationBuilder Person Tag to Has Submitted Typeform to Assign Insightly Task
Added to NationBuilder Nation List to Has Submitted Typeform to Create Insightly Project
New NationBuilder Donor to Has Submitted Typeform to Update Insightly Contact Field
NationBuilder Membership Status to Has Submitted Typeform to Create Insightly Project
New NationBuilder Donor to Has Submitted Typeform to Assign Insightly Owner
Showing 20 journey ideas for Typeform, NationBuilder 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 NationBuilder integration
NationBuilder offers everyone the technology and community infrastructure to lead people to greatness.
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, NationBuilder integration and the Insightly integration.
Journey Triggers
Typeform Submitted
Add a contact to a journey when they submit a Typeform.
New NationBuilder Person Tag
Add a contact to a journey when a tag is applied.
Added to NationBuilder Nation List
Triggers when a contact is added to a list in NationBuilder.
New NationBuilder Donor
Add new donors to a journey.
NationBuilder Membership Status
Triggers when the membership status changes.
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 a NationBuilder Donor?
Check is the contact in the journey is an existing donor with a true or false outcome.
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, NationBuilder and Insightly.
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