Twilio + Headsup + Insightly integration

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

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Marketing Automation ideas to integrate Twilio, Headsup and Insightly.

Twilio SMS Received to Show Headsup Message to Create Insightly Project

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Twilio SMS Received to Check Headsup Status to Send Twilio SMS

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Insightly Contact Field Change to Show Headsup Message to Send Twilio SMS

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Insightly Opportunity Status Change to Show Headsup Message to Send Twilio SMS

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Twilio SMS Received to Show Headsup Message to Assign Insightly Task

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Check Insightly Opportunity Stage to Show Headsup Message to Send Twilio SMS

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Twilio SMS Received to Send Twilio SMS to Show Headsup Message

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Check Insightly Opportunity Stage to Send Twilio SMS to Show Headsup Message

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Twilio SMS Received to Check Headsup Status to Assign Insightly Task

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Insightly Contact Field Change to Check Headsup Status to Send Twilio SMS

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Twilio SMS Received to Show Headsup Message to Assign Insightly Owner

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Check Insightly Contact Field to Check Headsup Status to Send Twilio SMS

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Insightly Contact Field Change to Send Twilio SMS to Show Headsup Message

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Twilio SMS Received to Create Insightly Project to Show Headsup Message

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Twilio SMS Received to Assign Insightly Task to Show Headsup Message

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Twilio SMS Received to Check Headsup Status to Update Insightly Contact Field

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Twilio SMS Received to Check Headsup Status to Assign Insightly Owner

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Check Insightly Contact Field to Show Headsup Message to Send Twilio SMS

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Twilio SMS Received to Update Insightly Contact Field to Show Headsup Message

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Insightly Opportunity Status Change to Send Twilio SMS to Show Headsup Message

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Showing 20 journey ideas for Twilio, Headsup 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 Headsup integration

Display personalized, timely messages to people that visit your website, landing pages, store, blog, knowledge base or app. Acquire new subscribers, capture replies, and create beautiful call to actions to nudge people in the right direction.

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, Headsup 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.

Conditions

Check Headsup Status
Check whether a contact has interacted with a Headsup message in a specific way (e.g. opened or responded).

Journey Actions

Send Twilio SMS
Send a contact a personalized SMS. Capture replies and send follow-up messages based on their contents.
Show Headsup Message
Show a contact a personalized message on a website, landing page, blog or inside an app.
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, Headsup and Insightly.