Integrate Insightly with Autoklose

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

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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.
Use this flow
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Create contacts in Insightly for new email replies in Autoklose

Autoklose + Insightly

Build your own integrations between Insightly and Autoklose

Connect Insightly and Autoklose with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Insightly and Autoklose using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Campaign link clicked

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

Email replied

Triggers when a user replies to the selected campaign email

Email opened

Triggers when an email of the selected campaign is opened

All Actions - Actions are the automated tasks

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

Add Contact

Add a new contact

Add campaign recipient

Adds a campaign recipient.

Add recipient to do not email list

Adds a new recipient to a Do Not Email list.

Remove campaign recipient

Removes a campaign recipient.

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 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.

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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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 had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We chose Zoho Flow for its ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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