Integrate Insightly with Robly
Send information between Insightly and Robly automatically, without writing any code, using Zoho Flow.
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Create a new contact is in Robly each time a new contact is created in Insightly
Ensure quick access to contact information across all platforms for enhanced engagement. This flow create a new contact is in Robly 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 adds a new contact in Robly.
Create a new contact is in Robly each time a new contact is created in Insightly
Insightly + Robly
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Supported triggers and actions
Integrate Insightly and Robly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
New Opportunity
Triggers when a new opportunity is created
New Organization
Triggers when a new organization is created
Contact added
Triggers when a new contact is added
List created
Triggers when a new list is created
Contact unsubscribed
Triggers when a contact has unsubscribed
All Actions - Actions are the automated tasks
Create Organization
Creates a new organization
Create Opportunity
Creates a new opportunity
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 list
Creates a new list
Create contact
Adds a new contact
Add contact to sub list
Adds a new or existing contact to a sub list
Update full contact details
Updates the details of a contact including sub lists.
Find contact
Searches for a contact by email address
Remove contact from list
Removes a contact from the selected list
Unsubscribe contact
Unsubscribes a contact
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 Robly?
Robly is a cloud based email marketing and marketing automation platform that identifies anonymous website traffic and add their contact record to your list. It also lets you observe user behavior and deliver campaigns at the exact moment people are most likely to engage.
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Custom functions
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Learn more >Zoho Flow saves me a lot of time and effort. With my workflows set up, when I wake up in the morning, the repetitive tasks that I used to have to do manually are done for me automatically.
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Owner, Paul Jozsef Counselling & Coaching
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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Zoho Flow acts as a connector between applications. It helped automate the document creation process, reducing manual tasks and increasing our overall efficiency.
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