Twilio + Insightly + Freshdesk integration

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

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Marketing Automation ideas to integrate Twilio, Insightly and Freshdesk.

New Freshdesk Ticket to Send Twilio SMS to Create Insightly Project

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Twilio SMS Received to Send Twilio SMS to Assign Insightly Task

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

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Twilio SMS Received to Freshdesk Ticket Status to Assign Insightly Task

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Freshdesk Contact Updated to Assign Insightly Owner to Send Twilio SMS

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

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Twilio SMS Received to Freshdesk Update Ticket to Create Insightly Project

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

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Insightly Opportunity Status Change to Freshdesk Ticket Status to Send Twilio SMS

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Twilio SMS Received to Send Twilio SMS to Assign Insightly Owner

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

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Create New Freshdesk Ticket to Send Twilio SMS to Update Insightly Contact Field

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Twilio SMS Received to Freshdesk Update Ticket to Update Insightly Contact Field

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Create New Freshdesk Ticket to Assign Insightly Task to Send Twilio SMS

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Check Insightly Opportunity Stage 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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Twilio SMS Received to Assign Insightly Task to Freshdesk Update Ticket

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Freshdesk Contact Updated to Assign Insightly Task to Send Twilio SMS

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Add Insightly Opportunity to Create Insightly Project to Send Twilio SMS

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Add Insightly Opportunity to Assign Insightly Task to Send Twilio SMS

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Showing 20 journey ideas for Twilio, Insightly and Freshdesk

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 Freshdesk integration

Freshdesk is cloud-based customer support software. Freshdesk and Autopilot allow you to start journeys based on tickets matching certain criteria and follow up when people have had both positive and negative experiences. You can also add tickets automatically based on actions that happen in the customer journey.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Twilio integration, Insightly integration and the Freshdesk 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.
Freshdesk Ticket Updated
Triggers when a Freshdesk ticket is updated .
Freshdesk Contact Updated
Triggers when a Freshdesk contact is updated.
Freshdesk New Contact
When a new contact is added to Freshdesk the journey is triggered.
New Freshdesk Ticket
Triggers when a new Freshdesk ticket is submitted or created. Can be filtered to match certain criteria.
Create New Freshdesk Ticket
Creates a new Freshdesk Ticket.

Conditions

Freshdesk Ticket Status
Checks the most recent ticket status with multiple outcomes.

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.
Freshdesk Update Ticket
Updates the latest ticket with new information or a status.

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 Freshdesk.