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 to Assign Insightly Owner
Twilio SMS Received to Assign Salesforce Lead to Group to Assign Insightly Task
Check Insightly Contact Field to Check Headsup Status to Send Twilio SMS
Twilio SMS Received to Assign Insightly Task to Show Headsup Message
Twilio SMS Received to Update Insightly Contact Field to Show Headsup Message
Add Insightly Opportunity to Assign Insightly Task to Send Twilio SMS
Twilio SMS Received to Change Score
Subscribed to Mailchimp audience to Create Insightly Project to Send Twilio SMS
Twilio SMS Received to Update Insightly Contact Field to Send Twilio SMS
Check Insightly Contact Field to Check Headsup Status to Send Twilio SMS
Check Insightly Contact Field to Send Twilio SMS to Mail Lob Postcard
Twilio SMS Received to Update Insightly Contact Field
Form Submitted to Assign Insightly Owner
Twilio SMS Received to Assign Insightly Owner
Subscribed to Mailchimp audience to Assign Insightly Task
Twilio SMS Received to Create Insightly Project
Subscribed to Mailchimp audience to Assign Insightly Task to Send Twilio SMS
Form Submitted to Update Insightly Contact Field to Send Twilio SMS
Subscribe to Mailchimp audience to Update Insightly Contact Field to Send Twilio SMS
Removed From List to Send Twilio SMS to Create Insightly Project
Showing 20 of 896 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.
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