Twilio + Insightly + Close.io integration

Use Autopilot to create journeys that use the Twilio, Insightly and Close.io integrations.

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Marketing Automation ideas to integrate Twilio, Insightly and Close.io.

Insightly Opportunity Status Change to Assign Close.io Task to Send Twilio SMS

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Check Insightly Contact Field to Check Close.io Opportunity Status to Send Twilio SMS

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Check Insightly Contact Field to Assign Close.io Task to Send Twilio SMS

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Check Insightly Opportunity Stage to Assign Insightly Owner to Send Twilio SMS

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New Close.io Event to Send Twilio SMS to Create Insightly Project

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Twilio SMS Received to Update Close.io Opportunity Stage to Update Insightly Contact Field

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Twilio SMS Received to Update Insightly Contact Field to Update Close.io Opportunity Stage

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Add Insightly Opportunity to Send Twilio SMS to Assign Close.io Task

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Twilio SMS Received to Create Close.io Opportunity to Assign Insightly Task

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Close.io Opportunity Status Change to Update Insightly Contact Field to Send Twilio SMS

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

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Insightly Contact Field Change to Send Twilio SMS to Update Close.io Opportunity Stage

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Twilio SMS Received to Assign Close.io Lead to Assign Insightly Task

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

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Add Insightly Opportunity to Assign Close.io Lead to Send Twilio SMS

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Close.io Field Change to Send Twilio SMS to Assign Insightly Owner

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

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Check Insightly Contact Field to Send Twilio SMS to Assign Close.io Task

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Twilio SMS Received to Assign Insightly Owner to Send Twilio SMS

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Check Insightly Opportunity Stage to Update Close.io Field to Send Twilio SMS

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Showing 20 journey ideas for Twilio, Insightly and Close.io

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 Close.io integration

Close.io is the inside sales CRM of choice for startups and SMBs. Increase productivity with all your sales communication in one place.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Twilio integration, Insightly integration and the Close.io 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.
Close.io Opportunity Status Change
Triggers when an Opportunity Status changes.
New Close.io Event
Triggers when a new event is created.
Close.io Field Change
Add a contact to a journey when a particular Close.io field's value meets your criteria (e.g. contains a particular word).

Conditions

Check Close.io Opportunity Status
Check if an opportunity is at a certain status.
Check Close.io Field
Check if a Close.io field is a specific value, or meets some other criteria (e.g. contains a particular word).

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.
Create Close.io Opportunity
Create a contextual Close.io opportunity.
Update Close.io Opportunity Stage
Updates the stage of an existing Opportunity.
Assign Close.io Lead
Assign a lead in Close.io and set their lead source and lead status.
Update Close.io Field
Update a Close.io field to a specific value.
Assign Close.io Task
Create a contextual Close.io task.

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 Close.io.