Twilio + Insightly + Sendgrid integration

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

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Marketing Automation ideas to integrate Twilio, Insightly and Sendgrid.

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

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Check Insightly Opportunity Stage to Send Twilio SMS to Send Sendgrid Transactional Email

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

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Twilio SMS Received to Send Sendgrid Transactional Email to Assign Insightly Owner

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

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

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Insightly Opportunity Status Change to Send Twilio SMS to Send Sendgrid Transactional Email

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Twilio SMS Received to Send Sendgrid Transactional Email to Assign Insightly Task

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

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Twilio SMS Received to Send Twilio SMS to Assign Insightly Task

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

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

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

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Add Insightly Opportunity to Send Sendgrid Transactional Email to Send Twilio SMS

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Twilio SMS Received to Send Twilio SMS to Create Insightly Project

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

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Add Insightly Opportunity to Assign Insightly Task to Send Twilio SMS

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Twilio SMS Received to Send Twilio SMS to Assign Insightly Owner

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

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Check Insightly Opportunity Stage to Send Sendgrid Transactional Email to Send Twilio SMS

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Showing 20 journey ideas for Twilio, Insightly and Sendgrid

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 Sendgrid integration

SendGrid is a proven, cloud-based customer communication platform that drives engagement and business growth. SendGrid is a leader in email deliverability and its proven, cloud-based platform successfully delivers over 30 billion emails each month for Internet and mobile-based customers like Airbnb, Pandora, HubSpot, Spotify, Uber and FourSquare as well as more traditional enterprises like Intuit and Costco.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Twilio integration, Insightly integration and the Sendgrid 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.

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.
Send Sendgrid Transactional Email
Send a transactional email from Sendgrid.

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 Sendgrid.