Twilio + Insightly + Facebook integration

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

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Marketing Automation ideas to integrate Twilio, Insightly and Facebook.

Insightly Opportunity Status Change to Send Twilio SMS to Add to Facebook Custom Audience

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

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Add Insightly Opportunity to Send Twilio SMS to Assign Insightly Task

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

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Check Insightly Opportunity Stage to Send Twilio SMS to Add to Facebook Custom Audience

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Facebook Lead Ad Submitted to Assign Insightly Owner to Send Twilio SMS

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Facebook Lead Ad Submitted to Send Twilio SMS to Create Insightly Project

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Twilio SMS Received to Send Twilio SMS to Create Insightly Project

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

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Insightly Opportunity Status Change to Add to Facebook Custom Audience to Send Twilio SMS

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Twilio SMS Received to Assign Insightly Owner to Remove From Facebook Custom Audience

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Add Insightly Opportunity to Send Twilio SMS to Create Insightly Project

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Facebook Lead Ad Submitted to Send Twilio SMS to Assign Insightly Owner

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Check Insightly Contact Field to Send Twilio SMS to Remove From Facebook Custom Audience

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Twilio SMS Received to Create Insightly Project to Remove From Facebook Custom Audience

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Twilio SMS Received to Add to Facebook Custom Audience to Assign Insightly Owner

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Twilio SMS Received to Send Twilio SMS to Assign Insightly Task

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Twilio SMS Received to Create Insightly Project to Send Twilio SMS

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

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Check Insightly Opportunity Stage to Send Twilio SMS to Remove From Facebook Custom Audience

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Showing 20 journey ideas for Twilio, Insightly and Facebook

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 Facebook integration

Facebook is an online social networking service that allows its users to connect with friends and family as well as make new connections. It provides its users with the ability to create a profile, update information, add images, send friend requests, and accept requests from other users. Its features include status update, photo tagging and sharing, and more.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Twilio integration, Insightly integration and the Facebook 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.
Facebook Lead Ad Submitted
Add a contact to a journey when they submit a Facebook Lead Ad.

Conditions

Has Submitted Facebook Lead Ad
Check if a contact has previously submitted a specific Facebook Lead Ad.

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.
Remove From Facebook Custom Audience
Remove a contact from a Facebook Custom Audience.
Add to Facebook Custom Audience
Add a contact to a Facebook Custom Audience.

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 Facebook.