Integrate Insightly with Zoho Campaigns
Send information between Insightly and Zoho Campaigns automatically, without writing any code, using Zoho Flow.
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Add a new contact in Zoho Campaigns whenever a new contact is added in Insightly
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will log a new contact in Zoho Campaigns whenever a new contact is created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow adds a contact to an existing list. Updates the details of the contact if it already exists. in Zoho Campaigns.
Add a new contact in Zoho Campaigns whenever a new contact is added in Insightly
Insightly + Zoho Campaigns
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Supported triggers and actions
Integrate Insightly and Zoho Campaigns 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
Subscriber added to list
Triggers when a subscriber is added to the selected list
Campaign sent
Triggers when a campaign is successfully sent
Campaign failed
Triggers when a campaign is paused, stopped, or cancelled
Campaign created
Triggers when a new campaign is created
Contact unsubscribed from list
Triggers when a contact is unsubscribed from the selected list
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 workflow
Adds a contact to the selected workflow
Clone campaign
Creates a copy of an existing campaign
Add or update contact
Adds a contact to an existing list. Updates the details of the contact if it already exists.
Create list
Creates a list with the specified emails
Create tag
Creates a new tag
Add contact to list
Adds a new contact to the specified list
Send campaign
Sends the selected campaign
Tag contact
Tags the specified contact
Untag contact
Untags the specified contact
Move contact to do-not-mail list
Moves the specified contact to the do-not-mail list
Associate list to campaign
Associates an existing list to the selected campaign
Update list
Updates the details of an existing list
Fetch campaign report
Fetches the report for the specified campaign
Fetch contact
Fetches the details of an existing contact
Fetch contact from list
Fetches the details of a contact by email address
Unsubscribe contact
Removes the specified contact from an existing list
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.
Similar apps
What is Zoho Campaigns?
Zoho Campaigns helps you create and send personalized email campaigns. With features like predefined templates, autoresponders, intuitive editor, and reports, you can better engage your customers.
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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.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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
Working with Zoho Flow has helped us reduce low-value tasks, expand the reach of our communications, and increase our revenue. We know there's still a lot of work and potential with Zoho Flow, and we look forward to continuing to explore it.
Manon Chamand
Administrative Director, Syncify
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, Relay Inc.
