MessageBird + Insightly Integration

Use Autopilot to automate and integrate MessageBird and Insightly.

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Marketing Automation ideas to integrate MessageBird and Insightly

Delighted NPS Response to Send MessageBird SMS to Update Insightly Contact Field

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Add Insightly Opportunity to Send MessageBird SMS to Assign Insightly Task

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Insightly Contact Field Change to Send MessageBird SMS

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Check Insightly Contact Field to Send MessageBird SMS

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Insightly Contact Field Change to Add Trello Card to Send MessageBird SMS

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Segment Event to Send MessageBird SMS to Assign Insightly Task

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Add Insightly Opportunity to Add Trello Card to Send MessageBird SMS

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Segment Event to Send MessageBird SMS to Create Insightly Project

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HubSpot CRM Contact Field Match to Send MessageBird SMS to Update Insightly Contact Field

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Email Activity to Assign Insightly Task

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API Trigger to Create Insightly Project to Send MessageBird SMS

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Delighted NPS Response to Send MessageBird SMS

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Check Insightly Opportunity Stage to Assign Insightly Task to Send MessageBird SMS

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Email Activity to Create Insightly Project to Send MessageBird SMS

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Check Insightly Opportunity Stage to Send MessageBird SMS to Assign Insightly Task

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Page Visited to Send MessageBird SMS to Create Insightly Project

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Check Insightly Contact Field to Send MessageBird SMS

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New Intercom Lead to Send MessageBird SMS

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Email Activity to Assign Insightly Task to Send MessageBird SMS

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Insightly Contact Field Change to Send MessageBird SMS to Assign Insightly Task

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Showing 20 of 505 Marketing Automation ideas using Autopilot's MessageBird and Insightly integration.

About MessageBird

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 Insightly

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 MessageBird integration.

Triggers

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.

Actions

Send MessageBird SMS
Send a contact a personalized SMS.
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 and Insightly.