Twilio + Segment + Insightly integration

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

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Marketing Automation ideas to integrate Twilio, Segment and Insightly.

Twilio SMS Received to Update Insightly Contact Field to Send Segment Event

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Insightly Contact Field Change to Send Segment Event to Send Twilio SMS

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Segment Event to Assign Insightly Task to Send Twilio SMS

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Segment Event to Create Insightly Project to Send Twilio SMS

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Twilio SMS Received to Send Segment Event to Assign Insightly Owner

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Check Insightly Opportunity Stage to Send Twilio SMS to Send Segment Event

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Add Insightly Opportunity to Send Twilio SMS to Send Segment Event

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Twilio SMS Received to Send Twilio SMS to Send Segment Event

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Twilio SMS Received to Send Segment Event to Send Twilio SMS

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Segment Event to Send Twilio SMS to Assign Insightly Task

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Insightly Opportunity Status Change to Send Twilio SMS to Send Segment Event

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Segment Event to Send Twilio SMS to Assign Insightly Owner

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Twilio SMS Received to Create Insightly Project to Send Segment Event

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Twilio SMS Received to Send Segment Event to Assign Insightly Task

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Twilio SMS Received to Send Segment Event to Update Insightly Contact Field

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Twilio SMS Received to Send Segment Event to Create Insightly Project

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Insightly Contact Field Change to Send Twilio SMS to Send Segment Event

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Segment Event to Send Segment Event to Send Twilio SMS

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Check Insightly Opportunity Stage to Send Segment Event to Send Twilio SMS

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Twilio SMS Received to Assign Insightly Task to Send Segment Event

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Showing 20 journey ideas for Twilio, Segment 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 Segment integration

Personalize your marketing by triggering and personalizing your messages based on user events. Activate new users and drive higher engagement and retention.

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, Segment 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.
Segment Event
Add a contact to a journey when they perform a Segment event.
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.
Send Segment Event
Send a contextual Segment Event.
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, Segment and Insightly.