Twilio + Heap + Insightly integration

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

Upcoming

Marketing Automation ideas to integrate Twilio, Heap and Insightly.

Heap Event to Update Insightly Contact Field to Send Twilio SMS

Try this free

Heap Event to Assign Insightly Owner to Send Twilio SMS

Try this free

Heap Event to Send Twilio SMS to Assign Insightly Owner

Try this free

Heap Event to Send Twilio SMS to Update Insightly Contact Field

Try this free

Heap Event to Create Insightly Project to Send Twilio SMS

Try this free

Heap Event to Assign Insightly Task to Send Twilio SMS

Try this free

Heap Event to Send Twilio SMS to Assign Insightly Task

Try this free

Heap Event to Send Twilio SMS to Create Insightly Project

Try this free

Showing 8 journey ideas for Twilio, Heap 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 Heap integration

Heap allows you to aggregate, organize, and visualize all of your business data in one place. By streaming your Autopilot data to Heap you’ll instantly gain the visibility you need to make data-driven decisions across the entire customer journey. You can also easily add people to journeys in Autopilot when they perform an event that you’re tracking in Heap.

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, Heap 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.
Heap Event
Add a contact to a journey when they perform a Heap event.
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.
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, Heap and Insightly.