Integrate Insightly with ActiveTrail
Send information between Insightly and ActiveTrail automatically, without writing any code, using Zoho Flow.
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Create a new contact is in ActiveTrail each time a new contact is created in Insightly
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will add a new contact in ActiveTrail whenever a new contact is added in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a new contact in ActiveTrail.
Create a new contact is in ActiveTrail each time a new contact is created in Insightly
Insightly + ActiveTrail
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Supported triggers and actions
Integrate Insightly and ActiveTrail using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Unsubscribed contact
Triggers when a contact unsubscribes from receiving further emails
Contact added to group
Triggers when a contact is added to any group
Updated contact
Triggers when the details of an existing contact are updated
Contact removed from group
Triggers when a contact is removed from any group
All Actions - Actions are the automated tasks
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
Add contact to group
Adds a contact to the specified group
Send SMS
Sends an SMS message to a specified number
Fetch group
Fetches an existing group by name
Create contact
Creates a new contact
Fetch contact
Fetches an existing contact by name or email
Remove contact from group
Removes a contact from a specific group
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.
What is ActiveTrail?
ActiveTrail is marketing automation software that helps you efficiently manage your marketing solutions like SMS, surveys, emails, and newsletters.
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Learn more >With Zoho Flow I save hours every week—up to 10 hours every month just on admin tasks—and it potentially opens up more hours for me to manage other important aspects of my business.
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CEO and Founder, Digital Practice
Using Zoho Flow, we’re able to tie together different Zoho applications into a cohesive and sophisticated system. It has also enabled SHARC to avoid messy external solutions, like Zapier, that can be a struggle to maintain and create more costs. Zoho Flow directly saved over 400 hours/year of the staff’s time from having to input or interact with the system unnecessarily, and improved accuracy by reducing human error.
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Senior Project Manager, Ultravision
Zoho Flow is the powerhouse of Zoho One! Native app integrations inside Zoho One have their limitations, but Zoho Flow can easily address them. It has enabled me to use Zoho's applications as per my business, without making any process changes. It ensures that we can cater to more customers with the same resources. By automating our admin work, Zoho Flow has helped us save over $65,000 AUD/year.
Greg Szabo
Operations Manager, Revenue Ranch
