Twilio + Email + Insightly integration
Use Autopilot to create journeys that use the Twilio, Email and Insightly integrations.
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Marketing Automation ideas to integrate Twilio, Email and Insightly.
Twilio SMS Received to Assign Insightly Task to Send Email
Twilio SMS Received to Assign Insightly Owner to Send Email
Twilio SMS Received to Send Email to Assign Insightly Owner
Insightly Contact Field Change to Send Email to Send Twilio SMS
Email Activity to Send Twilio SMS to Assign Insightly Task
Insightly Opportunity Status Change to Send Email to Send Twilio SMS
Add Insightly Opportunity to Send Email to Send Twilio SMS
Twilio SMS Received to Check Email Status to Update Insightly Contact Field
Email Activity to Create Insightly Project to Send Twilio SMS
Check Insightly Contact Field to Send Email to Send Twilio SMS
Email Activity to Send Email to Send Twilio SMS
Twilio SMS Received to Update Insightly Contact Field to Send Email
Twilio SMS Received to Send Twilio SMS to Send Email
Twilio SMS Received to Check Email Status to Assign Insightly Owner
Insightly Contact Field Change to Send Twilio SMS to Send Email
Email Activity to Send Twilio SMS to Assign Insightly Owner
Email Activity to Assign Insightly Owner to Send Twilio SMS
Check Insightly Contact Field to Check Email Status to Send Twilio SMS
Twilio SMS Received to Check Email Status to Assign Insightly Task
Email Activity to Check Email Status to Send Twilio SMS
Showing 20 journey ideas for Twilio, Email 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 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 Twilio integration, Email 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.
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 Twilio SMS
Send a contact a personalized SMS. Capture replies and send follow-up messages based on their contents.
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 Twilio, Email and Insightly.
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