Pipedrive + Insightly + Twilio integration

Use Autopilot to create journeys that use the Pipedrive, Insightly and Twilio integrations.

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Marketing Automation ideas to integrate Pipedrive, Insightly and Twilio.

Insightly Opportunity Status Change to Assign Insightly Task to Update Pipedrive Deal

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Check Insightly Contact Field to Schedule Pipedrive Activity to Update Insightly Contact Field

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Check Insightly Contact Field to Create Insightly Project to Add Pipedrive Note

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Check Insightly Contact Field to Send Twilio SMS to Update Pipedrive Deal

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Add Insightly Opportunity to Send Twilio SMS to Schedule Pipedrive Activity

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Pipedrive Deal Stage Match to Update Pipedrive Deal to Update Insightly Contact Field

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Pipedrive Deal Stage Match to Assign Insightly Task to Add Pipedrive Deal

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Twilio SMS Received to Update Pipedrive Person Field to Create Insightly Project

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Check Insightly Opportunity Stage to Assign Insightly Task to Add Pipedrive Deal

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Person Field Match to Create Insightly Project to Schedule Pipedrive Activity

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Insightly Contact Field Change to Update Pipedrive Deal to Create Insightly Project

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Add Insightly Opportunity to Update Pipedrive Deal Field to Assign Insightly Owner

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Add Insightly Opportunity to Assign Insightly Owner to Update Pipedrive Deal Field

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Check Insightly Contact Field to Send Twilio SMS to Assign Pipedrive Person Owner

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Check Insightly Opportunity Stage to Schedule Pipedrive Activity to Assign Insightly Task

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Pipedrive Deal Status Match to Check Pipedrive Person Field to Create Insightly Project

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Check Insightly Opportunity Stage to Update Pipedrive Deal to Assign Insightly Task

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Person Field Match to Assign Insightly Owner to Schedule Pipedrive Activity

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Check Insightly Opportunity Stage to Assign Pipedrive Person Owner to Assign Insightly Owner

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Add Insightly Opportunity to Assign Pipedrive Person Owner to Create Insightly Project

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Showing 20 journey ideas for Pipedrive, Insightly and Twilio

About the Pipedrive integration

Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes. They realized that the CRM landscape was populated by software designed to please the top brass while ignoring the needs of the people doing the actual selling. The Pipedrive integration adds email marketing, lead nurturing and marketing automation capabilities to Pipedrive. It's an email marketing integration for Pipedrive that helps you nurture leads over the course of a long sales cycle.

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.

About the Twilio integration

Create a multi-channel customer journey with personalized SMS messages. Use Autopilot's powerful conversational SMS features to capture replies, automate responses based on those replies (e.g. "yes" or "no") and trigger journeys based on incoming SMS messages (e.g. "subscribe"). There is simply no better way to automate SMS.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Insightly integration and the Twilio integration.

Journey Triggers

Person Field Match
Add a contact to a journey when a particular Pipedrive person field meets your criteria (e.g. contains a particular word).
Pipedrive Deal Status Match
Add a contact associated with a deal to a journey when the deal status matches your criteria.
Pipedrive Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.
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.
Twilio SMS Received
Add a contact to a journey when they SMS a keyword (e.g. "subscribe") to a number or messaging service.

Conditions

Check Pipedrive Person Field
Check if a Pipedrive person field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Pipedrive Deal Stage
Check the stage of the latest deal associated with a contact.
Check Pipedrive Deal Field
Check if a Pipedrive deal field is a specific value, or meets some other criteria (e.g. contains a particular word).

Journey Actions

Update Pipedrive Person Field
Update a Pipedrive person field to a specific value.
Update Pipedrive Deal
Update the pipeline, stage and/or status of a deal.
Assign Pipedrive Person Owner
Assign a person in Pipedrive. Supports round robin assignment.
Schedule Pipedrive Activity
Create a contextual Pipedrive activity.
Add Pipedrive Deal
Create a contextual Pipedrive deal.
Add Pipedrive Note
Create a contextual Pipedrive note.
Update Pipedrive Deal Field
Update a Pipedrive deal field to a specific value.
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.
Send Twilio SMS
Send a contact a personalized SMS. Capture replies and send follow-up messages based on their contents.

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 Pipedrive, Insightly and Twilio.