Integrate Device Magic with Insightly

Send information between Device Magic and Insightly automatically, without writing any code, using Zoho Flow.

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Create a contact in Insightly each time a form is filled out on Device Magic

Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This flow will generate a new contact in Insightly using the form responses obtained from Device Magic.

How it works
  1. The flow triggers when a new submission is received in the selected form in Device Magic.
  2. Zoho Flow creates a new contact in Insightly.
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Create a contact in Insightly each time a form is filled out on Device Magic

Device Magic + Insightly

Build your own integrations between Device Magic and Insightly

Connect Device Magic and Insightly with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Device Magic and Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Submission received

Triggers when a new submission is received in the selected form

New Task

Triggers when a new task is created

New Contact

Triggers when a new contact is created

New Organization

Triggers when a new organization is created

New Lead

Triggers when a new lead is created

New Opportunity

Triggers when a new opportunity is created

New Project

Triggers when a new project is created

All Actions - Actions are the automated tasks

Dispatch form

Dispatches a form to a target device

Create Organization

Creates a new organization

Create Task

Creates a new task

Create Lead

Creates a new lead

Create Contact

Creates a new contact

Create Project

Creates a new project

Create Opportunity

Creates a new opportunity

What is Device Magic?

Device Magic is mobile forms and data collection software. You can collect data without internet connection, send forms with pre-populated data, and track the location of each submission.

Forms

What is Insightly?

Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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Manon Chamand

Administrative Director, Innoliving

We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back.

Owain ap Rees

Director of Sales, Barings Law

Zoho Flow has helped us revolutionize our customer interactions and experience. It helped us seamlessly streamline our business operations and processes, making them more efficient. Zoho Flow has ensured that we record every conversation and nurture every lead, thanks to its simplicity and powerful automation capabilities. It's the heartbeat of our customer engagement strategy.

Ramakrishna Karolla

Founder and CEO, Revenue Ranch

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