Integrate ActiveDEMAND with Insightly

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

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Supported triggers and actions

Integrate ActiveDEMAND and Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

History created

Triggers when a new history item is created

Contact created

Triggers when a new contact is created

Contact updated

Triggers when the details of an existing contact are updated

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 form entry

Creates a new web form entry

Create history

Creates a new history item for the specified contact

Add contact to contact list

Adds a contact to the selected contact list

Create contact

Creates a new contact

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact by email address

Remove contact from contact list

Removes a contact from the selected contact list

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 ActiveDEMAND?

ActiveDEMAND is a flexible marketing platform for digital marketing agencies and marketers. Engage and track prospects using the integrated, comprehensive call tracking module, do more with built-in email templates, landing pages, and more.

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.

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.

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