Twilio + Insightly + Intercom integration

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

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Marketing Automation ideas to integrate Twilio, Insightly and Intercom.

Add Intercom Tag to Send Twilio SMS to Assign Insightly Owner

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New Intercom Lead to Send Twilio SMS to Assign Insightly Task

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

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Intercom Tag to Create Insightly Project to Send Twilio SMS

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Intercom Tag to Assign Insightly Owner to Send Twilio SMS

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Twilio SMS Received to Assign Insightly Owner to Send Twilio SMS

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Intercom Tag to Send Twilio SMS to Update Insightly Contact Field

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Add Insightly Opportunity to Assign Insightly Owner to Send Twilio SMS

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Add Insightly Opportunity to Create Insightly Project to Send Twilio SMS

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

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Add Insightly Opportunity to Send Twilio SMS to Assign Insightly Owner

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

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

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New Intercom User to Send Twilio SMS to Assign Insightly Task

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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 Send Twilio SMS to Update Insightly Contact Field

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Intercom Tag to Send Twilio SMS to Assign Insightly Owner

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Twilio SMS Received to Assign Insightly Task to Send Twilio SMS

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New Intercom User to Send Twilio SMS to Assign Insightly Owner

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New Intercom User to Assign Insightly Task to Send Twilio SMS

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Showing 20 journey ideas for Twilio, Insightly and Intercom

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 Intercom integration

Combine the power of Intercom and Autopilot and create a seamless experience for your leads and users. You can add new Intercom leads and users to Autopilot automatically, trigger Autopilot journeys when someone is tagged in Intercom, add Autopilot contacts to Intercom, and tag leads or users in Intercom based on what occurs in an Autopilot journey, so you can take a follow-up action in Intercom.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Twilio integration, Insightly integration and the Intercom 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.
Add Intercom Tag
Tag an Intercom lead or user.
New Intercom User
Add any new Intercom user to a journey.
New Intercom Lead
Add any new Intercom lead to a journey.
Intercom Tag
Add an Intercom lead or user to a journey when they are tagged in Intercom.

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 Intercom.