Integrate Insightly with Zoho Campaigns
Send information between Insightly and Zoho Campaigns automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new contact in Zoho Campaigns whenever a new contact is added in Insightly
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will log a new contact in Zoho Campaigns whenever a new contact is created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow adds a contact to an existing list. Updates the details of the contact if it already exists. in Zoho Campaigns.
Add a new contact in Zoho Campaigns whenever a new contact is added in Insightly
Insightly + Zoho Campaigns
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Supported triggers and actions
Integrate Insightly and Zoho Campaigns using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
New Contact
Triggers when a new contact is created
New Opportunity
Triggers when a new opportunity is created
Contact unsubscribed from list
Triggers when a contact is unsubscribed from the selected list
Subscriber added to list
Triggers when a subscriber is added to the selected list
Campaign failed
Triggers when a campaign is paused, stopped, or cancelled
Campaign created
Triggers when a new campaign is created
Campaign sent
Triggers when a campaign is successfully sent
All Actions - Actions are the automated tasks
Create Organization
Creates a new organization
Create Contact
Creates a new contact
Create Project
Creates a new project
Create Task
Creates a new task
Create Lead
Creates a new lead
Create Opportunity
Creates a new opportunity
Create tag
Creates a new tag
Clone campaign
Creates a copy of an existing campaign
Add contact to list
Adds a new contact to the specified list
Create list
Creates a list with the specified emails
Add contact to workflow
Adds a contact to the selected workflow
Send campaign
Sends the selected campaign
Add or update contact
Adds a contact to an existing list. Updates the details of the contact if it already exists.
Tag contact
Tags the specified contact
Update list
Updates the details of an existing list
Move contact to do-not-mail list
Moves the specified contact to the do-not-mail list
Associate list to campaign
Associates an existing list to the selected campaign
Untag contact
Untags the specified contact
Fetch campaign report
Fetches the report for the specified campaign
Fetch contact
Fetches the details of an existing contact
Fetch contact from list
Fetches the details of a contact by email address
Unsubscribe contact
Removes the specified contact from an existing list
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.
Similar apps
What is Zoho Campaigns?
Zoho Campaigns helps you create and send personalized email campaigns. With features like predefined templates, autoresponders, intuitive editor, and reports, you can better engage your customers.
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 >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
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
