Twilio + LiveChat + Insightly integration

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

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Marketing Automation ideas to integrate Twilio, LiveChat and Insightly.

LiveChat Tag to Send Twilio SMS to Create Insightly Project

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LiveChat Tag to Send Twilio SMS to Update Insightly Contact Field

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LiveChat Tag to Assign Insightly Owner to Send Twilio SMS

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LiveChat Tag to Send Twilio SMS to Assign Insightly Task

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LiveChat Tag to Assign Insightly Task to Send Twilio SMS

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LiveChat Tag to Update Insightly Contact Field to Send Twilio SMS

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LiveChat Tag to Create Insightly Project to Send Twilio SMS

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LiveChat Tag to Send Twilio SMS to Assign Insightly Owner

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Showing 8 journey ideas for Twilio, LiveChat and Insightly

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 LiveChat integration

Automate what happens after a chat to close more leads and delight your customers. You can also segment leads and contacts based on how they are tagged in LiveChat, and capture fields in your chat surveys to Autopilot.

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Twilio integration, LiveChat integration and the Insightly 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.
LiveChat Tag
Add a contact to a journey when they are tagged in LiveChat.
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.

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, LiveChat and Insightly.