Integrate Insightly with SendX
Send information between Insightly and SendX automatically, without writing any code, using Zoho Flow.
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Generate a new contact in SendX each time a new contact is created in Insightly
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will generate a new contact in SendX each time a new contact is created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a new contact or updates the details of an existing contact in SendX.
Generate a new contact in SendX each time a new contact is created in Insightly
Insightly + SendX
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Supported triggers and actions
Integrate Insightly and SendX 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
Contact added to list
Triggers when an existing contact is added to a list
Contact removed from list
Triggers when an existing contact is removed from a list
Contact unsubscribed
Triggers when an existing contact has unsubscribed
Tag added to contact
Triggers when a tag is added to an existing contact
Tag removed from contact
Triggers when a tag is removed from an existing contact
Contact created
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 or update contact
Creates a new contact or updates the details of an existing contact
Add tag
Adds a tag to the specified contact
Remove tag
Removes the tag from the specified contact
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 SendX?
SendX is an email marketing application that helps you with email campaigns, drip marketing, list growth, landing pages, web forms and more.
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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
We’ve been able to bring our best-practice process visions to life. Flow isn’t just an integration tool—it’s the backbone of how we scale.
Melanie Murphy
Zoho Systems Administrator, Ascent Solutions
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, Relay Inc.
