Twilio + Insightly Integration

Use Autopilot to automate and integrate Twilio and Insightly.

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Marketing Automation ideas to integrate Twilio and Insightly

Check Insightly Opportunity Stage to Send Twilio SMS

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

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Twilio SMS Received to Check Email Status to Assign Insightly Task

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Insightly Contact Field Change to Send Twilio SMS

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

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Insightly Contact Field Change to Send Twilio SMS

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Insightly Opportunity Status Change to Assign Insightly Task to Send Twilio SMS

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Person Field Match to Create Insightly Project to Send Twilio SMS

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Page Visited to Assign Insightly Task

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Twilio SMS Received to Add to List to Create Insightly Project

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Insightly Contact Field Change to Assign Insightly Owner to Send Twilio SMS

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Insightly Contact Field Change to Add to List to Send Twilio SMS

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Twilio SMS Received to Assign Salesforce Lead

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Add Insightly Opportunity to Send Twilio SMS

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Check Insightly Opportunity Stage to Create Insightly Project to Send Twilio SMS

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Check Insightly Opportunity Stage to Send Twilio SMS

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Twilio SMS Received to Add to List

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Twilio SMS Received to Create Insightly Project

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Check Insightly Contact Field to Send Twilio SMS

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Twilio SMS Received to Assign Insightly Owner

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Showing 20 of 919 Marketing Automation ideas using Autopilot's Twilio and Insightly integration.

About Twilio

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 Insightly

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 Twilio integration.

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.

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 and Insightly.