Twilio + Custom Fields + Insightly integration

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

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Marketing Automation ideas to integrate Twilio, Custom Fields and Insightly.

Check Insightly Opportunity Stage to Check Field to Send Twilio SMS

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Twilio SMS Received to Assign Insightly Task to Update Field

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Field Match to Check Field to Send Twilio SMS

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Twilio SMS Received to Send Twilio SMS to Update Field

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Add Insightly Opportunity to Update Field to Send Twilio SMS

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Insightly Opportunity Status Change to Update Field to Send Twilio SMS

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Field Match to Send Twilio SMS to Assign Insightly Task

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Twilio SMS Received to Check Field to Send Twilio SMS

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Twilio SMS Received to Update Field to Update Insightly Contact Field

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Twilio SMS Received to Check Field to Create Insightly Project

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Check Insightly Contact Field to Send Twilio SMS to Update Field

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Twilio SMS Received to Check Field to Assign Insightly Task

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Twilio SMS Received to Update Field to Create Insightly Project

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Twilio SMS Received to Update Field to Assign Insightly Task

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Add Insightly Opportunity to Check Field to Send Twilio SMS

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Twilio SMS Received to Check Field to Update Insightly Contact Field

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Twilio SMS Received to Update Field to Send Twilio SMS

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Check Insightly Contact Field to Update Field to Send Twilio SMS

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Insightly Contact Field Change to Update Field to Send Twilio SMS

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Field Match to Create Insightly Project to Send Twilio SMS

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Showing 20 journey ideas for Twilio, Custom Fields and Insightly

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.

About the Custom Fields integration

Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.

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 Twilio integration, Custom Fields integration and the Insightly integration.

Journey Triggers

Twilio SMS Received
Add a contact to a journey when they SMS a keyword (e.g. "subscribe") to a number or messaging service.
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).
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 Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).

Journey Actions

Send Twilio SMS
Send a contact a personalized SMS. Capture replies and send follow-up messages based on their contents.
Update Field
Update a 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.

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 Twilio, Custom Fields and Insightly.