Twilio + Hubspot CRM + Freshdesk integration

Use Autopilot to create journeys that use the Twilio, Hubspot CRM and Freshdesk integrations.

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Marketing Automation ideas to integrate Twilio, Hubspot CRM and Freshdesk.

Freshdesk Ticket Updated to Send Twilio SMS to Add HubSpot CRM Deal

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HubSpot CRM Deal Stage Match to Freshdesk Ticket Status to Send Twilio SMS

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HubSpot CRM Contact Field Match to Check HubSpot CRM Deal Stage to Send Twilio SMS

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Freshdesk Contact Updated to Add HubSpot CRM Deal to Send Twilio SMS

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Twilio SMS Received to Freshdesk Ticket Status to Update HubSpot CRM Deal Stage

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Twilio SMS Received to Freshdesk Ticket Status to Add HubSpot CRM Deal

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Twilio SMS Received to Send Twilio SMS to Add HubSpot CRM Deal

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HubSpot CRM Deal Stage Match to Update HubSpot CRM Deal Stage to Send Twilio SMS

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HubSpot CRM Contact Field Match to Send Twilio SMS to Add HubSpot CRM Deal

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HubSpot CRM Deal Stage Match to Add HubSpot CRM Deal to Send Twilio SMS

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New HubSpot CRM Contact to Check HubSpot CRM Deal Stage to Send Twilio SMS

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New Freshdesk Ticket to Add HubSpot CRM Deal to Send Twilio SMS

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Freshdesk Contact Updated to Check HubSpot CRM Deal Stage to Send Twilio SMS

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Create New Freshdesk Ticket to Add HubSpot CRM Deal to Send Twilio SMS

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New HubSpot CRM Contact to Send Twilio SMS to Update HubSpot CRM Deal Stage

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Twilio SMS Received to Update HubSpot CRM Deal Stage to Send Twilio SMS

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HubSpot CRM Contact Field Match to Send Twilio SMS to Freshdesk Update Ticket

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HubSpot CRM Deal Stage Match to Send Twilio SMS to Update HubSpot CRM Deal Stage

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New HubSpot CRM Contact to Add HubSpot CRM Deal to Send Twilio SMS

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Twilio SMS Received to Freshdesk Update Ticket to Update HubSpot CRM Deal Stage

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Showing 20 journey ideas for Twilio, Hubspot CRM and Freshdesk

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 Hubspot CRM integration

Make sure the time and effort you spend acquiring leads pays off. Automatically send leads that you generate with Autopilot to HubSpot CRM and create personalized deals. Assign deals to your sales team using round robin lead assignment, and update HubSpot CRM fields or deals based on events that occur in Autopilot or one of your connected apps. Visually create seamless marketing and sales journeys across HubSpot CRM and your other favorite apps. Trigger journeys in Autopilot when a deal stage is changed in HubSpot CRM, or a particular field is updated, so you can ensure timely action and personalized communication occurs — to help you close more deals.

About the Freshdesk integration

Freshdesk is cloud-based customer support software. Freshdesk and Autopilot allow you to start journeys based on tickets matching certain criteria and follow up when people have had both positive and negative experiences. You can also add tickets automatically based on actions that happen in the customer journey.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Twilio integration, Hubspot CRM integration and the Freshdesk 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.
New HubSpot CRM Contact
Add any new HubSpot CRM contact to a journey.
HubSpot CRM Contact Field Match
Add a contact to a journey when a particular HubSpot CRM field meets your criteria (e.g. contains a particular word).
HubSpot CRM Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.
Freshdesk Ticket Updated
Triggers when a Freshdesk ticket is updated .
Freshdesk Contact Updated
Triggers when a Freshdesk contact is updated.
Freshdesk New Contact
When a new contact is added to Freshdesk the journey is triggered.
New Freshdesk Ticket
Triggers when a new Freshdesk ticket is submitted or created. Can be filtered to match certain criteria.
Create New Freshdesk Ticket
Creates a new Freshdesk Ticket.

Conditions

Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.
Freshdesk Ticket Status
Checks the most recent ticket status with multiple outcomes.

Journey Actions

Send Twilio SMS
Send a contact a personalized SMS. Capture replies and send follow-up messages based on their contents.
Add HubSpot CRM Deal
Create a contextual HubSpot CRM deal.
Update HubSpot CRM Deal Stage
Update the stage of the latest deal associated with a contact.
Freshdesk Update Ticket
Updates the latest ticket with new information or a status.

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, Hubspot CRM and Freshdesk.