Twilio + Insightly + Help Scout integration

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

Upcoming
Upcoming

Marketing Automation ideas to integrate Twilio, Insightly and Help Scout.

Help Scout Tag to Assign Insightly Task to Send Twilio SMS

Try this free

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

Try this free

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

Try this free

Help Scout Tag to Send Twilio SMS to Update Insightly Contact Field

Try this free

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

Try this free

Twilio SMS Received to Send Twilio SMS to Assign Insightly Task

Try this free

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

Try this free

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

Try this free

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

Try this free

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

Try this free

Help Scout Create Conversation to Send Twilio SMS to Assign Insightly Task

Try this free

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

Try this free

Help Scout Tag to Send Twilio SMS to Create Insightly Project

Try this free

Help Scout Create Conversation to Send Twilio SMS to Assign Insightly Owner

Try this free

Help Scout Satisfaction Rating to Send Twilio SMS to Assign Insightly Task

Try this free

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

Try this free

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

Try this free

Help Scout Create Conversation to Update Insightly Contact Field to Send Twilio SMS

Try this free

Help Scout Satisfaction Rating to Assign Insightly Task to Send Twilio SMS

Try this free

Twilio SMS Received to Send Twilio SMS to Assign Insightly Owner

Try this free

Showing 20 journey ideas for Twilio, Insightly and Help Scout

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 Help Scout integration

Help Scout makes excellent customer service achievable for companies of all sizes. The Autopilot and Help Scout integration allows you to display customer information directly in Help Scout. Shapes allow you to create new tickets in journeys and trigger new journeys when conversations are tagged.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Twilio integration, Insightly integration and the Help Scout 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.
Help Scout Tag
Trigger when a new tag is added to a Help Scout conversation.
Help Scout Satisfaction Rating
Triggers when a conversation has a satisfaction rating.
Help Scout Create Conversation
Creates a new Help Scout conversation.

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.

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 Help Scout.