Integrate Autoklose with Insightly

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

Explore prebuilt integration flows to get started

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Create contacts in Insightly for new email replies in Autoklose


When someone replies to your sales email, you may want to store their contact information in your CRM. This flow adds people who reply to your sales emails on Autoklose as contacts in Insightly.

How it works
1) A new email reply is received in Autoklose.
2) Zoho Flow creates a contact in Insightly.
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Create contacts in Insightly for new email replies in Autoklose

Autoklose + Insightly

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Add a new contact in Autoklose whenever a new contact is added in Insightly

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will generate a new contact in Autoklose each time a new contact is created in Insightly.

How it works
  1. The flow triggers when a new contact is created in Insightly.
  2. Zoho Flow add a new contact in Autoklose.
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Add a new contact in Autoklose whenever a new contact is added in Insightly

Insightly + Autoklose

Build your own integrations between Autoklose and Insightly

Connect Autoklose and Insightly with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Autoklose and Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Email opened

Triggers when an email of the selected campaign is opened

Email replied

Triggers when a user replies to the selected campaign email

Campaign link clicked

Triggers when a user clicks a link in the selected campaign email

New Opportunity

Triggers when a new opportunity is created

New Organization

Triggers when a new organization is created

New Project

Triggers when a new project is created

New Task

Triggers when a new task is created

New Lead

Triggers when a new lead is created

New Contact

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Add campaign recipient

Adds a campaign recipient.

Add Contact

Add a new contact

Add recipient to do not email list

Adds a new recipient to a Do Not Email list.

Remove campaign recipient

Removes a campaign recipient.

Create Event

Creates a new event

Create Contact

Creates a new contact

Create Task

Creates a new task

Create Project

Creates a new project

Create Lead

Creates a new lead

Create Organization

Creates a new organization

Create Opportunity

Creates a new opportunity

What is Autoklose?

Autoklose is a sales email automation platform with built-in B2B sales contact databases. It lets you reach out to your leads while creating and managing your contacts, campaigns, and teams.

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.

Learn more >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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