Twilio + Ejection + Insightly integration

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

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Marketing Automation ideas to integrate Twilio, Ejection and Insightly.

Insightly Contact Field Change to Send Twilio SMS to Eject from Journey

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Check Insightly Contact Field to Eject from Journey to Send Twilio SMS

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Twilio SMS Received to Create Insightly Project to Eject from Journey

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Insightly Opportunity Status Change to Eject from Journey to Send Twilio SMS

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Insightly Opportunity Status Change to Send Twilio SMS to Eject from Journey

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Twilio SMS Received to Assign Insightly Task to Eject from Journey

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Twilio SMS Received to Assign Insightly Owner to Eject from Journey

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Insightly Contact Field Change to Eject from Journey to Send Twilio SMS

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Twilio SMS Received to Eject from Journey to Assign Insightly Task

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Check Insightly Contact Field to Send Twilio SMS to Eject from Journey

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Twilio SMS Received to Eject from Journey to Create Insightly Project

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Twilio SMS Received to Send Twilio SMS to Eject from Journey

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Check Insightly Opportunity Stage to Eject from Journey to Send Twilio SMS

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Twilio SMS Received to Eject from Journey to Assign Insightly Owner

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Add Insightly Opportunity to Send Twilio SMS to Eject from Journey

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Twilio SMS Received to Update Insightly Contact Field to Eject from Journey

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Twilio SMS Received to Eject from Journey to Send Twilio SMS

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Check Insightly Opportunity Stage to Send Twilio SMS to Eject from Journey

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Twilio SMS Received to Eject from Journey to Update Insightly Contact Field

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Add Insightly Opportunity to Eject from Journey to Send Twilio SMS

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Showing 20 journey ideas for Twilio, Ejection 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 Ejection integration

Ejection provides the flexibility to use triggers and conditions to immediately disqualify or “eject” contacts from a journey. Voila. This allows you to simplify journeys by removing all those condition checks, easily manage all your targeting criteria in one canvas, and eliminate the dreaded “oops” email.

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, Ejection 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.
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.

Journey Actions

Send Twilio SMS
Send a contact a personalized SMS. Capture replies and send follow-up messages based on their contents.
Eject from Journey
Remove a contact from a journey.
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, Ejection and Insightly.