Twilio + Insightly + Pipedrive integration

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

Upcoming

Marketing Automation ideas to integrate Twilio, Insightly and Pipedrive.

Twilio SMS Received to Schedule Pipedrive Activity to Assign Insightly Task

Try this free

Add Insightly Opportunity to Send Twilio SMS to Add a Pipedrive Deal

Try this free

Twilio SMS Received to Schedule Pipedrive Activity to Assign Insightly Owner

Try this free

Insightly Opportunity Status Change to Send Twilio SMS to Add a Pipedrive Deal

Try this free

Check Insightly Opportunity Stage to Send Twilio SMS to Update Pipedrive Person Field

Try this free

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

Try this free

Pipedrive Deal Status Match to Send Twilio SMS to Create Insightly Project

Try this free

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

Try this free

Twilio SMS Received to Update Pipedrive Deal Stage to Update Insightly Contact Field

Try this free

Twilio SMS Received to Assign Insightly Task to Assign Pipedrive Person Owner

Try this free

Add Insightly Opportunity to Add a Pipedrive Deal to Send Twilio SMS

Try this free

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

Try this free

Check Insightly Contact Field to Send Twilio SMS to Add a Pipedrive Deal

Try this free

Twilio SMS Received to Assign Pipedrive Person Owner to Update Insightly Contact Field

Try this free

Twilio SMS Received to Update Pipedrive Deal Stage to Assign Insightly Task

Try this free

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

Try this free

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

Try this free

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

Try this free

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

Try this free

Check Insightly Opportunity Stage to Send Twilio SMS to Schedule Pipedrive Activity

Try this free

Showing 20 journey ideas for Twilio, Insightly and Pipedrive

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 Pipedrive integration

Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes. They realized that the CRM landscape was populated by software designed to please the top brass while ignoring the needs of the people doing the actual selling. The Pipedrive integration adds email marketing, lead nurturing and marketing automation capabilities to Pipedrive. It's an email marketing integration for Pipedrive that helps you nurture leads over the course of a long sales cycle.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Twilio integration, Insightly integration and the Pipedrive 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.
Person Field Match
Triggers when a field on a person record changes to a defined value.
Pipedrive Deal Stage Match
Triggers main contact to start journey when the deal stage changes on a certain pipeline.
Pipedrive Deal Status Match
When a deal in Pipedrive changes status in a pipeline the key contact is added to a new journey.

Conditions

Check Pipedrive Person Field
Check the value in a field against a specific value with a true or false outcome.
Check Pipedrive Deal Stage
Check the deal stage with a true or false outcome.

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.
Update Pipedrive Deal Stage
Updates a deal stage to a certain stage. Updates latest deal against the person.
Schedule Pipedrive Activity
Schedule an activity to a person to complete.
Add a Pipedrive Deal
Add a deal to a pipeline associated with the contact in a journey.
Assign Pipedrive Person Owner
Assigns an owner to a person in Pipedrive.
Update Pipedrive Person Field
Updates a person field to a certain value or a value from another field.

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 Pipedrive.