Twilio + Lob + Insightly integration
Use Autopilot to create journeys that use the Twilio, Lob and Insightly integrations.
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Marketing Automation ideas to integrate Twilio, Lob and Insightly.
Twilio SMS Received to Mail Lob Postcard to Create Insightly Project
Insightly Opportunity Status Change to Send Twilio SMS to Mail Lob Postcard
Twilio SMS Received to Mail Lob Postcard to Assign Insightly Owner
Add Insightly Opportunity to Mail Lob Postcard to Send Twilio SMS
Twilio SMS Received to Assign Insightly Owner to Mail Lob Postcard
Insightly Contact Field Change to Send Twilio SMS to Mail Lob Postcard
Twilio SMS Received to Assign Insightly Task to Mail Lob Postcard
Check Insightly Opportunity Stage to Mail Lob Postcard to Send Twilio SMS
Twilio SMS Received to Create Insightly Project to Mail Lob Postcard
Insightly Contact Field Change to Mail Lob Postcard to Send Twilio SMS
Check Insightly Contact Field to Send Twilio SMS to Mail Lob Postcard
Twilio SMS Received to Send Twilio SMS to Mail Lob Postcard
Insightly Opportunity Status Change to Mail Lob Postcard to Send Twilio SMS
Twilio SMS Received to Mail Lob Postcard to Send Twilio SMS
Add Insightly Opportunity to Send Twilio SMS to Mail Lob Postcard
Check Insightly Opportunity Stage to Send Twilio SMS to Mail Lob Postcard
Twilio SMS Received to Update Insightly Contact Field to Mail Lob Postcard
Twilio SMS Received to Mail Lob Postcard to Assign Insightly Task
Check Insightly Contact Field to Mail Lob Postcard to Send Twilio SMS
Twilio SMS Received to Mail Lob Postcard to Update Insightly Contact Field
Showing 20 journey ideas for Twilio, Lob 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 Lob integration
Add a personal touch to your marketing by sending beautiful postcards to leads or customers as easily as you would an email.
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, Lob 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.
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.
Mail Lob Postcard
Send a contact a personalized, physical postcard.
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, Lob and Insightly.
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