Typeform + Sendgrid + Insightly integration

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

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Marketing Automation ideas to integrate Typeform, Sendgrid and Insightly.

Typeform Submitted to Update Insightly Contact Field to Send Sendgrid Transactional Email

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Insightly Contact Field Change to Has Submitted Typeform to Send Sendgrid Transactional Email

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Typeform Submitted to Send Sendgrid Transactional Email to Update Insightly Contact Field

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Check Insightly Opportunity Stage to Has Submitted Typeform to Send Sendgrid Transactional Email

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Typeform Submitted to Create Insightly Project to Send Sendgrid Transactional Email

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Typeform Submitted to Send Sendgrid Transactional Email to Assign Insightly Task

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Typeform Submitted to Assign Insightly Task to Send Sendgrid Transactional Email

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Typeform Submitted to Send Sendgrid Transactional Email to Assign Insightly Owner

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Typeform Submitted to Has Submitted Typeform to Send Sendgrid Transactional Email

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Typeform Submitted to Send Sendgrid Transactional Email to Create Insightly Project

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Typeform Submitted to Assign Insightly Owner to Send Sendgrid Transactional Email

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Insightly Opportunity Status Change to Has Submitted Typeform to Send Sendgrid Transactional Email

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Add Insightly Opportunity to Has Submitted Typeform to Send Sendgrid Transactional Email

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Check Insightly Contact Field to Has Submitted Typeform to Send Sendgrid Transactional Email

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Showing 14 journey ideas for Typeform, Sendgrid 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 Sendgrid integration

SendGrid is a proven, cloud-based customer communication platform that drives engagement and business growth. SendGrid is a leader in email deliverability and its proven, cloud-based platform successfully delivers over 30 billion emails each month for Internet and mobile-based customers like Airbnb, Pandora, HubSpot, Spotify, Uber and FourSquare as well as more traditional enterprises like Intuit and Costco.

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, Sendgrid integration and the Insightly 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

Send Sendgrid Transactional Email
Send a transactional email from Sendgrid.
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, Sendgrid and Insightly.