Twilio + Insightly + Base CRM integration

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

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

Add a Base Deal to Create Insightly Project to Send Twilio SMS

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Twilio SMS Received to Assign Base Contact Owner to Assign Insightly Owner

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Twilio SMS Received to Assign Insightly Owner to Send Twilio SMS

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Insightly Contact Field Change to Check Base Contact Field to Send Twilio SMS

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Assign Base Task to Send Twilio SMS to Assign Insightly Task

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Insightly Opportunity Status Change to Create Insightly Project to Send Twilio SMS

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Base Deal Stage Change to Send Twilio SMS to Assign Insightly Task

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Check Insightly Opportunity Stage to Send Twilio SMS to Update Insightly Contact Field

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

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Add Insightly Opportunity to Assign Insightly Task to Send Twilio SMS

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Twilio SMS Received to Check Base Contact Field to Update Insightly Contact Field

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Twilio SMS Received to Create Insightly Project to Assign Base Contact Owner

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Check Insightly Contact Field to Send Twilio SMS to Create Insightly Project

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Assign Base Task to Send Twilio SMS to Update Insightly Contact Field

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

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Insightly Opportunity Status Change to Check Base Deal Stage to Send Twilio SMS

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Twilio SMS Received to Send Twilio SMS to Assign Insightly Owner

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

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Add a Base Deal to Assign Insightly Task to Send Twilio SMS

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Insightly Opportunity Status Change to Assign Base Contact Owner to Send Twilio SMS

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Showing 20 journey ideas for Twilio, Insightly and Base CRM

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 Insightly integration

Grow your business faster than ever before by building stronger customer relationships over time, and exceeding expectations every step of the way.

About the Base CRM integration

Base built the first scientific sales platform that empowers businesses to grow revenue in a way that’s measurable, repeatable and scalable. Unlike legacy cloud CRM and sales force automation systems, Base offers an all-in-one solution that increases rep adoption rates and data capture across devices. With the ability to analyze big data trends in real-time, Base’s Apollo provides sales leaders with the actionable, quantifiable insights they need to accelerate performance.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Twilio integration, Insightly integration and the Base CRM 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.
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.
Add a Base Deal
Add a new deal against the contact in the journey.
Base Deal Stage Change
Add a contact to a journey when the deal stage changes in Base CRM.
Base Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Assign Base Task
Assigns a task for a lead or contact.

Conditions

Check Base Deal Stage
Check the deal stage with a true or false outcome.
Check Base Contact Field
Check for a specific value in a contact field.

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.
Assign Base Contact Owner
Assigns an owner or round robins ownership to a contact.
Update Base Contact Field
Updates a field with a certain value associated against a contact in Base CRM.

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, Insightly and Base CRM.