Twilio + Insightly + Lists integration

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

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Marketing Automation ideas to integrate Twilio, Insightly and Lists.

Check Insightly Contact Field to Send Twilio SMS to Add to List

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Insightly Opportunity Status Change to Add to List to Send Twilio SMS

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Twilio SMS Received to Check Lead Status to Assign Insightly Owner

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Twilio SMS Received to Assign Insightly Owner to Send Twilio SMS

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Check Insightly Opportunity Stage to Check Lead Status to Send Twilio SMS

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List Trigger to Assign Insightly Owner to Send Twilio SMS

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

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Twilio SMS Received to Remove From List to Assign Insightly Owner

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

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Twilio SMS Received to Remove From List to Create Insightly Project

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Twilio SMS Received to Assign Insightly Task to Send Twilio SMS

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

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Add Insightly Opportunity to Assign Insightly Task to Send Twilio SMS

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Insightly Opportunity Status Change to Remove From List to Send Twilio SMS

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Insightly Opportunity Status Change to Send Twilio SMS to Remove From List

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Twilio SMS Received to Create Insightly Project to Remove From List

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List Trigger to Send Twilio SMS to Assign Insightly Task

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Twilio SMS Received to Add to List to Assign Insightly Owner

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Insightly Opportunity Status Change to Send Twilio SMS to Add to List

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Check Insightly Contact Field to Add to List to Send Twilio SMS

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Showing 20 journey ideas for Twilio, Insightly and Lists

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 Lists integration

Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Twilio integration, Insightly integration and the Lists 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.
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.

Conditions

Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.

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.
Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.

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 Lists.