Typeform + NationBuilder + Insightly integration
Use Autopilot to create journeys that use the Typeform, NationBuilder and Insightly integrations.
Marketing Automation ideas to integrate Typeform, NationBuilder and Insightly.
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