Integrate ActiveCampaign with Insightly

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

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Add new Insightly leads to ActiveCampaign

This flow creates a new subscriber in ActiveCampaign whenever a new lead is added in Insightly. This lets you reach out to new leads as soon as they enter your sales pipeline. 

How it works

1. A new lead is added in Insightly.

2. Zoho Flow adds a subscriber in ActiveCampaign.

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Add new Insightly leads to ActiveCampaign

Insightly + ActiveCampaign

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Supported triggers and actions

All Triggers - A trigger kickstarts the flow

Contact added to list

Triggers when a new contact is added to the selected list

Deal updated

Triggers when the details of an existing deal are updated

Deal created

Triggers when a new deal is created

Contact note created

Triggers when a new contact note is created

Contact updated

Triggers when the details of an existing contact are updated

Deal note created

Triggers when a new deal note is created

Campaign opened

Triggers when a contact opens a campaign message. This will run every time a subscriber opens an email.

Contact created

Triggers when a new contact is created

Contact unsubscribed from campaign

Triggers when a contact unsubscribes as a result of a campaign email sent

Campaign starts sending

Triggers when a new campaign starts sending

Campaign link clicked

Triggers when a contact clicks a link in a campaign message. This will only run once for each unique link.

Contact tag added

Triggers when a tag is added to an existing contact

Deal task created

Triggers when a new deal task is created

New Contact

Triggers when a new contact is created

New Opportunity

Triggers when a new opportunity is created

New Project

Triggers when a new project is created

New Organization

Triggers when a new organization is created

New Lead

Triggers when a new lead is created

New Task

Triggers when a new task is created

All Actions - Actions are the automated tasks

Create deal

Creates a new deal

Add contact to automation

Adds a contact into an automation. If unavailable, a contact will be created and added

Create contact note

Creates a note for the specified contact

Add or update contact

Adds a new contact, updates the details of an existing contact, or removes an existing contact from the selected list

Create tracked event

Creates a custom website or application event

Create contact

Creates a new contact

Create campaign

Creates and sends a new campaign

Add note to deal

Adds notes to the selected deal

Add tag to contact

Adds a tag to an existing contact

Update deal

Updates an existing deal

Update contact

Updates an existing contact's details

Fetch user

Fetches a user by email address

Fetch automation

Fetches the details of an automation by name

Search tag

Searches for an existing tag using name

Fetch contact

Fetches a contact by email address

Fetch deal

Fetches an existing deal by title

Create Task

Creates a new task

Create Contact

Creates a new contact

Create Lead

Creates a new lead

Create Project

Creates a new project

Create Opportunity

Creates a new opportunity

Create Organization

Creates a new organization

Create Event

Creates a new event

What is ActiveCampaign?

ActiveCampaign is a marketing platform that helps you send campaigns, design newsletters, automate channels, and close deals faster. You can segment emails, add dynamic data, perform split testing, and manage your text-messaging marketing.

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.

Bulid comprehensive workflows using

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Logic

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Custom functions

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

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