Zendesk + Wufoo + Insightly integration

Use Autopilot to create journeys that use the Zendesk, Wufoo and Insightly integrations.

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Marketing Automation ideas to integrate Zendesk, Wufoo and Insightly.

Add Insightly Opportunity to Has Submitted Wufoo Form to Submit New Zendesk Ticket

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New Wufoo Form Submitted to Zendesk Ticket Status to Assign Insightly Task

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New Wufoo Form Submitted to Update Insightly Contact Field to Submit New Zendesk Ticket

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New Wufoo Form Submitted to Zendesk Ticket Status to Assign Insightly Owner

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New Wufoo Form Submitted to Has Submitted Wufoo Form to Submit New Zendesk Ticket

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Submits New Zendesk Ticket to Has Submitted Wufoo Form to Create Insightly Project

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New Wufoo Form Submitted to Submit New Zendesk Ticket to Update Insightly Contact Field

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Submits New Zendesk Ticket to Has Submitted Wufoo Form to Assign Insightly Task

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Check Insightly Opportunity Stage to Has Submitted Wufoo Form to Submit New Zendesk Ticket

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New Wufoo Form Submitted to Submit New Zendesk Ticket to Create Insightly Project

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Submits New Zendesk Ticket to Has Submitted Wufoo Form to Submit New Zendesk Ticket

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Insightly Opportunity Status Change to Has Submitted Wufoo Form to Submit New Zendesk Ticket

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Submits New Zendesk Ticket to Has Submitted Wufoo Form to Update Insightly Contact Field

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New Wufoo Form Submitted to Submit New Zendesk Ticket to Assign Insightly Task

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Check Insightly Contact Field to Has Submitted Wufoo Form to Submit New Zendesk Ticket

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New Wufoo Form Submitted to Assign Insightly Task to Submit New Zendesk Ticket

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Insightly Contact Field Change to Has Submitted Wufoo Form to Submit New Zendesk Ticket

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New Wufoo Form Submitted to Create Insightly Project to Submit New Zendesk Ticket

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New Wufoo Form Submitted to Zendesk Ticket Status to Update Insightly Contact Field

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New Wufoo Form Submitted to Assign Insightly Owner to Submit New Zendesk Ticket

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Showing 20 journey ideas for Zendesk, Wufoo and Insightly

About the Zendesk integration

Zendesk is a service platform that builds software to empower organization and customer relationships. Zendesk’s family of products helps organizations understand their customers, improve communication, and offer support where and when it’s needed most.

About the Wufoo integration

Wufoo is an online HTML form builder that helps anyone create beautiful contact forms, online surveys and event registrations without writing a single line of code.

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 Zendesk integration, Wufoo integration and the Insightly integration.

Journey Triggers

Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.
New Wufoo Form Submitted
Add a contact to a journey when they submit a Wufoo form.
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

Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.
Has Submitted Wufoo Form
Check if a contact has previously submitted a specific Wufoo form.

Journey Actions

Submit New Zendesk Ticket
Submits a new Zendesk ticket for 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 Zendesk, Wufoo and Insightly.