Twilio + Insightly + Email integration

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

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Marketing Automation ideas to integrate Twilio, Insightly and Email.

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

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Twilio SMS Received to Check Email Status to Assign Insightly Owner

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

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

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Insightly Opportunity Status Change to Send Twilio SMS to Send Email

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Insightly Contact Field 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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Twilio SMS Received to Update Insightly Contact Field to Send Email

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Twilio SMS Received to Create Insightly Project to Send Email

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Add Insightly Opportunity to Assign Insightly Task to Send Twilio SMS

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

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Insightly Opportunity Status Change to Check Email Status to Send Twilio SMS

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Twilio SMS Received to Send Email to Assign Insightly Owner

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Insightly Contact Field Change to Check Email Status to Send Twilio SMS

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Email Activity to Send Twilio SMS to Create Insightly Project

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

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Insightly Opportunity Status Change to Send Email to Send Twilio SMS

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

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

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Add Insightly Opportunity to Send Twilio SMS to Update Insightly Contact Field

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Showing 20 journey ideas for Twilio, Insightly and Email

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 Email integration

Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more. You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more. Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Twilio integration, Insightly integration and the Email 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.
Email Activity
Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.

Conditions

Check Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).

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.
Send Email
Send a contact a personalized marketing or transactional email.

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 Email.