MessageBird + Email + Insightly integration

Use Autopilot to create journeys that use the MessageBird, Email and Insightly integrations.

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Marketing Automation ideas to integrate MessageBird, Email and Insightly.

Email Activity to Assign Insightly Owner to Send MessageBird SMS

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Check Insightly Opportunity Stage to Send Email to Send MessageBird SMS

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Add Insightly Opportunity to Send MessageBird SMS to Send Email

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Add Insightly Opportunity to Check Email Status to Send MessageBird SMS

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Insightly Contact Field Change to Check Email Status to Send MessageBird SMS

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Email Activity to Update Insightly Contact Field to Send MessageBird SMS

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Email Activity to Check Email Status to Send MessageBird SMS

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Email Activity to Send MessageBird SMS to Send Email

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Add Insightly Opportunity to Send Email to Send MessageBird SMS

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Email Activity to Assign Insightly Task to Send MessageBird SMS

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Email Activity to Send Email to Send MessageBird SMS

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Insightly Opportunity Status Change to Send Email to Send MessageBird SMS

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Insightly Contact Field Change to Send Email to Send MessageBird SMS

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Check Insightly Contact Field to Check Email Status to Send MessageBird SMS

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Email Activity to Send MessageBird SMS to Assign Insightly Task

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Check Insightly Opportunity Stage to Send MessageBird SMS to Send Email

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Check Insightly Contact Field to Send Email to Send MessageBird SMS

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Insightly Opportunity Status Change to Check Email Status to Send MessageBird SMS

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Insightly Contact Field Change to Send MessageBird SMS to Send Email

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Insightly Opportunity Status Change to Send MessageBird SMS to Send Email

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Showing 20 journey ideas for MessageBird, Email and Insightly

About the MessageBird integration

Create a multi-channel customer journey with personalized SMS messages. MessageBird connects enterprises to their global customers with the world's fastest & most reliable SMS, Voice & Chat APIs. MessageBird is on a mission to modernize and simplify the overcomplicated space of customer communication. As the only leading cloud communications platform with its own telecommunications carrier infrastructure, MessageBird connects over 15,000 enterprises to their global customers via the fastest and most reliable SMS, Voice and Chat APIs in the world.

About the Email integration

Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more. You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more. Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.

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 MessageBird integration, Email integration and the Insightly integration.

Journey Triggers

Email Activity
Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.
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 Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).

Journey Actions

Send MessageBird SMS
Send a contact a personalized SMS.
Send Email
Send a contact a personalized marketing or transactional email.
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 MessageBird, Email and Insightly.