Integrate Insightly with Apollo.io
Send information between Insightly and Apollo.io automatically, without writing any code, using Zoho Flow.
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Generate a new contact in Apollo.io each time a new contact is created in Insightly
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow create a new contact is in Apollo.io each time a new contact is created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a contact in Apollo.io.
Generate a new contact in Apollo.io each time a new contact is created in Insightly
Insightly + Apollo.io
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Supported triggers and actions
Integrate Insightly and Apollo.io using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Contact
Triggers when a new contact is created
New Task
Triggers when a new task is created
New Lead
Triggers when a new lead is created
New Organization
Triggers when a new organization is created
New Project
Triggers when a new project is created
New Opportunity
Triggers when a new opportunity is created
Account created
Triggers when a new account is created
Contact created or updated
Triggers when a new contact is created or details of an existing one are updated
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create Organization
Creates a new organization
Create Opportunity
Creates a new opportunity
Create Lead
Creates a new lead
Create Task
Creates a new task
Create Project
Creates a new project
Create Contact
Creates a new contact
Create deal
Creates a new deal
Create contact
Creates a new contact
Create account
Creates a new account
Create task
Creates a new task
Update contact
Updates the details of an existing contact
Update account
Updates the details of an existing account
Fetch contact
Fetches the details of an existing contact
Fetch account
Fetches the details of an existing account
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.
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What is Apollo.io?
Apollo.io is a sales intelligence and engagement platform that enables users to find lead information, connect with buyers, track emails, and more.
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Build comprehensive workflows using
Webhook triggers
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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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Platform Evangelist, Relay Inc.
We are very pleased with Zoho, especially Zoho Flow. Zoho Flow has helped us break down data silos and ensured our teams work together seamlessly. It has streamlined our processes and systems, resulting in around an 80% reduction in our tickets and escalations. We didn’t need to hire a developer, as Zoho Flow is highly user-friendly and easy to use.
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CEO, Master Liveaboards
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CTO, Revenue Ranch
