Twilio + Zendesk + Insightly integration

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

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Marketing Automation ideas to integrate Twilio, Zendesk and Insightly.

Insightly Opportunity Status Change to Submit New Zendesk Ticket to Send Twilio SMS

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Twilio SMS Received to Zendesk Ticket Status to Update Insightly Contact Field

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Twilio SMS Received to Submit New Zendesk Ticket to Send Twilio SMS

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Insightly Contact Field Change to Zendesk Ticket Status to Send Twilio SMS

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Submits New Zendesk Ticket to Assign Insightly Task to Send Twilio SMS

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Twilio SMS Received to Assign Insightly Owner to Submit New Zendesk Ticket

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Submits New Zendesk Ticket to Send Twilio SMS to Update Insightly Contact Field

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Insightly Opportunity Status Change to Send Twilio SMS to Submit New Zendesk Ticket

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Submits New Zendesk Ticket to Send Twilio SMS to Create Insightly Project

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Check Insightly Contact Field to Zendesk Ticket Status to Send Twilio SMS

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Twilio SMS Received to Zendesk Ticket Status to Send Twilio SMS

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Submits New Zendesk Ticket to Zendesk Ticket Status to Send Twilio SMS

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Insightly Contact Field Change to Submit New Zendesk Ticket to Send Twilio SMS

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Submits New Zendesk Ticket to Send Twilio SMS to Assign Insightly Owner

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Check Insightly Contact Field to Submit New Zendesk Ticket to Send Twilio SMS

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Twilio SMS Received to Create Insightly Project to Submit New Zendesk Ticket

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Twilio SMS Received to Submit New Zendesk Ticket to Assign Insightly Task

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Submits New Zendesk Ticket to Assign Insightly Owner to Send Twilio SMS

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Submits New Zendesk Ticket to Send Twilio SMS to Assign Insightly Task

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Add Insightly Opportunity to Zendesk Ticket Status to Send Twilio SMS

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Showing 20 journey ideas for Twilio, Zendesk 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 Zendesk integration

Zendesk is a service platform that builds software to empower organization and customer relationships. Zendesk’s family of products helps organizations understand their customers, improve communication, and offer support where and when it’s needed most.

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, Zendesk 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.
Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.
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

Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact 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.
Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.
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, Zendesk and Insightly.