Typeform + SurveyMonkey + Insightly integration

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

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Marketing Automation ideas to integrate Typeform, SurveyMonkey and Insightly.

Typeform Submitted to Create Insightly Project to Send SurveyMonkey Survey

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Typeform Submitted to Update Insightly Contact Field to Send SurveyMonkey Survey

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Typeform Submitted to Assign Insightly Task to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Has Submitted Typeform to Send SurveyMonkey Survey

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Check Insightly Opportunity Stage to Has Submitted Typeform to Send SurveyMonkey Survey

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Insightly Contact Field Change to Has Submitted Typeform to Send SurveyMonkey Survey

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Typeform Submitted to Send SurveyMonkey Survey to Update Insightly Contact Field

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Insightly Opportunity Status Change to Has Submitted Typeform to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Has Submitted Typeform to Assign Insightly Owner

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Check Insightly Contact Field to Has Submitted Typeform to Send SurveyMonkey Survey

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Typeform Submitted to Send SurveyMonkey Survey to Assign Insightly Owner

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Typeform Submitted to Send SurveyMonkey Survey to Assign Insightly Task

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Add Insightly Opportunity to Has Submitted Typeform to Send SurveyMonkey Survey

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Typeform Submitted to Send SurveyMonkey Survey to Create Insightly Project

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Typeform Submitted to Assign Insightly Owner to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Has Submitted Typeform to Assign Insightly Task

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SurveyMonkey Survey Response to Has Submitted Typeform to Create Insightly Project

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Typeform Submitted to Has Submitted Typeform to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Has Submitted Typeform to Update Insightly Contact Field

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Showing 19 journey ideas for Typeform, SurveyMonkey 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 SurveyMonkey integration

SurveyMonkey is the world's leading online survey platform, with more than 3 million survey responses every day. SurveyMonkey has revolutionized the way people give and take feedback, making it accessible, easy and affordable for everyone. The company was founded in 1999 with a focus on helping people make better decisions, and has built technology based on over 10 years of experience in survey methodology and web development. Customers include 99% of the Fortune 500, academic institutions, organizations and neighborhood soccer leagues everywhere.

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, SurveyMonkey integration and the Insightly integration.

Journey Triggers

Typeform Submitted
Add a contact to a journey when they submit a Typeform.
SurveyMonkey Survey Response
Triggers a contact into a journey when they respond to a SurveyMonkey survey.
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 SurveyMonkey Survey
Send a SurveyMonkey survey to the contact in the journey.
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, SurveyMonkey and Insightly.