Twilio + Pipedrive + Insightly integration

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

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Marketing Automation ideas to integrate Twilio, Pipedrive and Insightly.

Twilio SMS Received to Schedule Pipedrive Activity to Send Twilio SMS

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Pipedrive Deal Stage Match to Check Pipedrive Deal Stage to Send Twilio SMS

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Pipedrive Deal Stage Match to Send Twilio SMS to Assign Pipedrive Person Owner

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Insightly Contact Field Change to Send Twilio SMS to Schedule Pipedrive Activity

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Add Insightly Opportunity to Add Pipedrive Deal to Send Twilio SMS

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Check Insightly Contact Field to Check Pipedrive Deal Stage to Send Twilio SMS

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Pipedrive Deal Status Match to Send Twilio SMS to Create Insightly Project

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Twilio SMS Received to Create Insightly Project to Update Pipedrive Person Field

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Twilio SMS Received to Assign Insightly Task to Update Pipedrive Deal Stage

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Check Insightly Opportunity Stage to Send Twilio SMS to Update Pipedrive Deal Stage

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Pipedrive Deal Stage Match to Send Twilio SMS to Update Pipedrive Deal Stage

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Twilio SMS Received to Assign Insightly Task to Add Pipedrive Deal

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Twilio SMS Received to Assign Pipedrive Person Owner to Update Insightly Contact Field

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Pipedrive Deal Status Match to Update Insightly Contact Field to Send Twilio SMS

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Person Field Match to Send Twilio SMS to Update Insightly Contact Field

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Insightly Contact Field Change to Send Twilio SMS to Add Pipedrive Deal

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Check Insightly Contact Field to Send Twilio SMS to Schedule Pipedrive Activity

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Pipedrive Deal Status Match to Send Twilio SMS to Update Insightly Contact Field

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Insightly Opportunity Status Change to Add Pipedrive Deal to Send Twilio SMS

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Twilio SMS Received to Send Twilio SMS to Update Pipedrive Person Field

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Showing 20 journey ideas for Twilio, Pipedrive 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 Pipedrive integration

Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes. They realized that the CRM landscape was populated by software designed to please the top brass while ignoring the needs of the people doing the actual selling. The Pipedrive integration adds email marketing, lead nurturing and marketing automation capabilities to Pipedrive. It's an email marketing integration for Pipedrive that helps you nurture leads over the course of a long sales cycle.

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, Pipedrive 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.
Person Field Match
Add a contact to a journey when a particular Pipedrive person field meets your criteria (e.g. contains a particular word).
Pipedrive Deal Status Match
Add a contact associated with a deal to a journey when the deal status matches your criteria.
Pipedrive Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.
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.

Conditions

Check Pipedrive Person Field
Check if a Pipedrive person field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Pipedrive Deal Stage
Check the stage of the latest deal associated with a contact.

Journey Actions

Send Twilio SMS
Send a contact a personalized SMS. Capture replies and send follow-up messages based on their contents.
Update Pipedrive Person Field
Update a Pipedrive person field to a specific value.
Update Pipedrive Deal Stage
Update the stage of the latest deal associated with a contact.
Assign Pipedrive Person Owner
Assign a person in Pipedrive. Supports round robin assignment.
Schedule Pipedrive Activity
Create a contextual Pipedrive activity.
Add Pipedrive Deal
Create a contextual Pipedrive deal.
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, Pipedrive and Insightly.