Twilio + Hubspot CRM + Insightly integration

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

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

Twilio SMS Received to Update HubSpot CRM Deal Stage to Assign Insightly Owner

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HubSpot CRM Contact Field Match to Assign Insightly Task to Send Twilio SMS

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Insightly Opportunity Status Change to Send Twilio SMS to Update HubSpot CRM Deal Stage

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Add Insightly Opportunity to Add HubSpot CRM Deal to Send Twilio SMS

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Twilio SMS Received to Check HubSpot CRM Deal Stage to Create Insightly Project

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Twilio SMS Received to Assign Insightly Owner to Add HubSpot CRM Deal

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Twilio SMS Received to Add HubSpot CRM Deal to Assign Insightly Task

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Check Insightly Opportunity Stage to Add HubSpot CRM Deal to Send Twilio SMS

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Twilio SMS Received to Create Insightly Project to Update HubSpot Contact Field

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

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Twilio SMS Received to Update HubSpot Contact Field to Send Twilio SMS

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Insightly Opportunity Status Change to Check HubSpot CRM Deal Stage to Send Twilio SMS

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HubSpot CRM Contact Field 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 Assign Insightly Task

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

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Add Insightly Opportunity to Send Twilio SMS to Update HubSpot CRM Deal Stage

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

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Insightly Opportunity Status Change to Send Twilio SMS to Update HubSpot Contact Field

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

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Twilio SMS Received to Update HubSpot Contact Field to Create Insightly Project

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Showing 20 journey ideas for Twilio, Hubspot CRM 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 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 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, Hubspot CRM 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.
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.
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 HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.

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.
Update HubSpot Contact Field
Update a HubSpot contact field to a specific value.
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, Hubspot CRM and Insightly.