Typeform + Smart Segments + Insightly integration

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

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Marketing Automation ideas to integrate Typeform, Smart Segments and Insightly.

Smart Segment Trigger to Has Submitted Typeform to Create Insightly Project

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Smart Segment Trigger to Has Submitted Typeform to Assign Insightly Task

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Smart Segment Trigger to Has Submitted Typeform to Update Insightly Contact Field

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Smart Segment Trigger to Has Submitted Typeform to Assign Insightly Owner

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Showing 4 journey ideas for Typeform, Smart Segments 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 Smart Segments integration

Targeting the right people with the right message has never been this easy. Easily segment and engage your leads and customers based on any combination of field values, behaviors, list memberships and much more. Add them to journeys automatically when they meet your criteria.

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, Smart Segments integration and the Insightly integration.

Journey Triggers

Typeform Submitted
Add a contact to a journey when they submit a Typeform.
Smart Segment Trigger
Add contacts on a smart segment to a 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.

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, Smart Segments and Insightly.