Twilio + Insightly + Timers integration

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

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Marketing Automation ideas to integrate Twilio, Insightly and Timers.

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

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Check Insightly Contact Field to Send Twilio SMS to Add Delay

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Twilio SMS Received to Add Delay to Assign Insightly Owner

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Time Trigger to Send Twilio SMS to Assign Insightly Task

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Add Insightly Opportunity 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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Check Insightly Contact Field to Assign Insightly Owner to Send Twilio SMS

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

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

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Insightly Opportunity Status Change 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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Check Insightly Opportunity Stage to Add Delay to Send Twilio SMS

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

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Time Trigger to Send Twilio SMS to Assign Insightly Owner

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Check Insightly Opportunity Stage to Send Twilio SMS to Add Delay

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

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

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Twilio SMS Received to Add Delay to Update Insightly Contact Field

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

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Insightly Opportunity Status Change to Add Delay to Send Twilio SMS

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Showing 20 journey ideas for Twilio, Insightly and Timers

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 Timers integration

Timers and delays make it easy to send the right message at the right time. For example, you can use delays to create a drip email sequence with each follow up email sent one day apart. Delays can also be used to wait until a particular time and day, for example you might only want to send emails on business days between 9am and 5pm.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Twilio integration, Insightly integration and the Timers 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.
Time Trigger
Add contacts on a list to a journey at a particular date and time.

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 Delay
Wait a specific number of minutes, hours, days or weeks before moving to the next shape.

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 Timers.