Typeform + Pipedrive + Insightly integration

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

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Marketing Automation ideas to integrate Typeform, Pipedrive and Insightly.

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

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Person Field Match to Has Submitted Typeform to Assign Insightly Owner

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Person Field Match to Has Submitted Typeform to Add Pipedrive Deal

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Insightly Contact Field Change to Has Submitted Typeform to Schedule Pipedrive Activity

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Typeform Submitted to Update Pipedrive Deal Stage to Assign Insightly Task

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Person Field Match to Has Submitted Typeform to Schedule Pipedrive Activity

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Typeform Submitted to Assign Pipedrive Person Owner to Create Insightly Project

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Typeform Submitted to Assign Pipedrive Person Owner to Assign Insightly Task

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

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Typeform Submitted to Create Insightly Project to Add Pipedrive Deal

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Typeform Submitted to Assign Pipedrive Person Owner to Assign Insightly Owner

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Typeform Submitted to Update Pipedrive Person Field to Update Insightly Contact Field

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Person Field Match to Has Submitted Typeform to Update Pipedrive Person Field

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Typeform Submitted to Update Insightly Contact Field to Schedule Pipedrive Activity

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Pipedrive Deal Stage Match to Has Submitted Typeform to Assign Insightly Task

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Insightly Opportunity Status Change to Has Submitted Typeform to Update Pipedrive Deal Stage

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Insightly Opportunity Status Change to Has Submitted Typeform to Schedule Pipedrive Activity

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Typeform Submitted to Check Pipedrive Person Field to Create Insightly Project

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Check Insightly Opportunity Stage to Has Submitted Typeform to Update Pipedrive Deal Stage

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Typeform Submitted to Update Insightly Contact Field to Add Pipedrive Deal

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Showing 20 journey ideas for Typeform, Pipedrive 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 Pipedrive integration

Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes. They realized that the CRM landscape was populated by software designed to please the top brass while ignoring the needs of the people doing the actual selling. The Pipedrive integration adds email marketing, lead nurturing and marketing automation capabilities to Pipedrive. It's an email marketing integration for Pipedrive that helps you nurture leads over the course of a long sales cycle.

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, Pipedrive integration and the Insightly integration.

Journey Triggers

Typeform Submitted
Add a contact to a journey when they submit a Typeform.
Person Field Match
Triggers when a field on a person record changes to a defined value.
Pipedrive Deal Stage Match
Triggers main contact to start journey when the deal stage changes on a certain pipeline.
Pipedrive Deal Status Match
When a deal in Pipedrive changes status in a pipeline the key contact is added to a new journey.
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.
Check Pipedrive Person Field
Check the value in a field against a specific value with a true or false outcome.
Check Pipedrive Deal Stage
Check the deal stage with a true or false outcome.

Journey Actions

Add Pipedrive Deal
Add a deal to a pipeline associated with the contact in a journey.
Update Pipedrive Deal Stage
Updates a deal stage to a certain stage. Updates latest deal against the person.
Schedule Pipedrive Activity
Schedule an activity to a person to complete.
Assign Pipedrive Person Owner
Assigns an owner to a person in Pipedrive.
Update Pipedrive Person Field
Updates a person field to a certain value or a value from another field.
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, Pipedrive and Insightly.