Twilio + Insightly + Shopify integration

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

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Marketing Automation ideas to integrate Twilio, Insightly and Shopify.

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

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

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New Shopify Customer to Create Insightly Project 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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Insightly Contact Field Change to Create Insightly Project to Send Twilio SMS

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Shopify Abandoned Cart to Send Twilio SMS to Update Insightly Contact Field

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

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

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

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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 Assign Insightly Task

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New Shopify Customer to Send Twilio SMS to Create Insightly Project

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Check Insightly Opportunity Stage to Create Insightly Project to Send Twilio SMS

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

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Twilio SMS Received to Send Twilio SMS to Assign Insightly Owner

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

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Shopify Abandoned Cart to Send Twilio SMS to Assign Insightly Task

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

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Has Abandoned Shopify Cart to Send Twilio SMS to Create Insightly Project

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

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Showing 20 journey ideas for Twilio, Insightly and Shopify

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 Shopify integration

Shopify is the leading cloud-based, multi-channel commerce platform designed for small and medium-sized businesses. Merchants can use the software to design, set up, and manage their stores across multiple sales channels, including web, mobile, social media, marketplaces, brick-and-mortar locations, and pop-up shops. The platform also provides merchants with a powerful back-office and a single view of their business. The Shopify platform was engineered for reliability and scale, making enterprise-level technology available to businesses of all sizes. Shopify currently powers over 377,500 businesses in approximately 175 countries and is trusted by brands such as Tesla, Red Bull, Nestle, GE, Kylie Cosmetics, and many more.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Twilio integration, Insightly integration and the Shopify 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.
Has Abandoned Shopify Cart
Check if the contact has a current Shopify abandoned cart.
Shopify Abandoned Cart
Add a new contact to a journey when they abandon a Shopify cart.
New Shopify Customer
Triggers a contact into a journey when a new customer is added to Shopify.

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 Shopify.