Headsup + Forms + Insightly integration

Use Autopilot to create journeys that use the Headsup, Forms and Insightly integrations.

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Marketing Automation ideas to integrate Headsup, Forms and Insightly.

Form Submitted to Show Headsup Message to Assign Insightly Task

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Form Submitted to Check Headsup Status to Assign Insightly Owner

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Check Insightly Contact Field to Has Submitted Form to Show Headsup Message

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Form Submitted to Show Headsup Message to Update Insightly Contact Field

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Insightly Opportunity Status Change to Has Submitted Form to Show Headsup Message

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Form Submitted to Show Headsup Message to Assign Insightly Owner

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Form Submitted to Show Headsup Message to Create Insightly Project

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Form Submitted to Check Headsup Status to Assign Insightly Task

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Form Submitted to Assign Insightly Task to Show Headsup Message

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Form Submitted to Has Submitted Form to Show Headsup Message

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Form Submitted to Check Headsup Status to Create Insightly Project

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Check Insightly Opportunity Stage to Has Submitted Form to Show Headsup Message

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Form Submitted to Assign Insightly Owner to Show Headsup Message

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Add Insightly Opportunity to Has Submitted Form to Show Headsup Message

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Insightly Contact Field Change to Has Submitted Form to Show Headsup Message

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Form Submitted to Check Headsup Status to Update Insightly Contact Field

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Form Submitted to Update Insightly Contact Field to Show Headsup Message

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Form Submitted to Create Insightly Project to Show Headsup Message

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Showing 18 journey ideas for Headsup, Forms and Insightly

About the Headsup integration

Display personalized, timely messages to people that visit your website, landing pages, store, blog, knowledge base or app. Acquire new subscribers, capture replies, and create beautiful call to actions to nudge people in the right direction.

About the Forms integration

Autopilot's form capture is magical. Simply drop our tracking code to capture submissions of your existing forms without lifting another finger. Then automatically add new leads and subscribers to your journeys to ensure no one is left behind.

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 Headsup integration, Forms integration and the Insightly integration.

Journey Triggers

Form Submitted
Add a contact to a journey when they submit a 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

Check Headsup Status
Check whether a contact has interacted with a Headsup message in a specific way (e.g. opened or responded).
Has Submitted Form
Check if a contact has previously submitted a specific form.

Journey Actions

Show Headsup Message
Show a contact a personalized message on a website, landing page, blog or inside an app.
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 Headsup, Forms and Insightly.