Integrate Insightly with Referrizer
Send information between Insightly and Referrizer automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact is in Referrizer each time a new contact is created in Insightly
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will add a new contact in Referrizer 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 Referrizer.
Create a new contact is in Referrizer each time a new contact is created in Insightly
Insightly + Referrizer
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Supported triggers and actions
Integrate Insightly and Referrizer 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
Attendance added
Triggers when a new attendance is added
Contact added
Triggers when a new contact is created
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
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact using email address or phone number
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 Referrizer?
Referrizer is a marketing automation platform designed to help businesses get more clients, maximize referrals, and improve customer retention.
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Learn more >With Zoho Flow, we've been able to handle more projects, serve clients faster, and eliminate manual work across the board, saving over 180 hours annually. It's become an essential part of how we operate.
Hitesh Matlani
Director - Business Development and Operations, Avid Brio
Zoho Flow has automated all my manual work and helped me reinvest in my business. It ensures all my data is consistent and accurate across all my apps and helps me offer a uniform customer experience. Using Zoho Flow, I'm saving 180 hours and over $10,000/year. It has ensured I can easily scale my business at any time.
Frank Cowell
Founder and CEO, Avid Brio
We are very pleased with Zoho, especially Zoho Flow. Zoho Flow has helped us break down data silos and ensured our teams work together seamlessly. It has streamlined our processes and systems, resulting in around an 80% reduction in our tickets and escalations. We didn’t need to hire a developer, as Zoho Flow is highly user-friendly and easy to use.
Mattias Johansson
CEO, SHARC Energy
