Twilio + Insightly + Salesforce integration

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

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Marketing Automation ideas to integrate Twilio, Insightly and Salesforce.

Insightly Contact Field Change to Send Twilio SMS to Assign Salesforce Lead to Group

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Twilio SMS Received to Create Salesforce Opportunity to Create Insightly Project

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Add Insightly Opportunity to Send Twilio SMS to Assign Salesforce Lead to Group

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Check Insightly Opportunity Stage to Add Salesforce Task to Send Twilio SMS

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Check Insightly Opportunity Stage to Send Twilio SMS to Add Salesforce Task

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

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Twilio SMS Received to Assign Insightly Task to Send Twilio SMS

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Twilio SMS Received to Update Insightly Contact Field to Set Salesforce Campaign Member Status

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Add Insightly Opportunity to Add Salesforce Task to Send Twilio SMS

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Twilio SMS Received to Assign Salesforce Lead to Assign Insightly Owner

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Twilio SMS Received to Create Insightly Project to Send Twilio SMS

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Add Insightly Opportunity to Send Twilio SMS to Assign Salesforce Lead

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Twilio SMS Received to Set Salesforce Campaign Member Status to Update Insightly Contact Field

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

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

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Add Insightly Opportunity to Send Twilio SMS to Update Salesforce Field

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

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Check Insightly Opportunity Stage to Send Twilio SMS to Assign Salesforce Lead to Group

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Add Insightly Opportunity to Update Salesforce Field to Send Twilio SMS

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

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Showing 20 journey ideas for Twilio, Insightly and Salesforce

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 Salesforce integration

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Twilio integration, Insightly integration and the Salesforce 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.
Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field meets your criteria (e.g. contains a particular word).

Conditions

Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.

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.
Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce field to a specific value.

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 Salesforce.