Integrate Insightly with Mailchimp

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

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Supported triggers and actions

Integrate Insightly and Mailchimp using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Task

Triggers when a new task is created

New Project

Triggers when a new project is created

New Opportunity

Triggers when a new opportunity is created

New Lead

Triggers when a new lead is created

New Organization

Triggers when a new organization is created

New Contact

Triggers when a new contact is created

Email Opened

Triggers when a new email is opened. If an email is opened multiple times during a polling interval, the latest will be considered.

Subscriber updated in list

Triggers when a subscriber is updated in the selected list

Subscriber added to segment

Triggers when a subscriber is added to a segment within a list

Subscription added to list

Triggers when a new subscriber is added to the selected list

Campaign status updated

Triggers when a campaign status is updated

Subscriber unsubscribes from list

Triggers when a subscriber unsubscribes from the selected list

List created

Triggers when a new list is created

Link clicked

Triggers when a link in a campaign is clicked. The first click alone will trigger.

Campaign created

Triggers when a new campaign is created or sent

All Actions - Actions are the automated tasks

Create Project

Creates a new project

Create Contact

Creates a new contact

Create Lead

Creates a new lead

Create Task

Creates a new task

Create Organization

Creates a new organization

Create Opportunity

Creates a new opportunity

Send campaign

Sends a campaign from a stored draft

Add or remove subscriber from group

Adds or removes an existing subscriber from the selected group

Add or update subscriber

Adds a new subscriber or updates an existing subscriber

Create campaign

Creates a new campaign and stores it as a draft

Fetch campaign

Fetches an existing campaign by name

Add or update tags for subscriber

Adds or updates tags for an existing subscriber

Fetch list

Fetches the details of an existing list by ID

Remove subscriber

Removes a subscriber from the selected list

Fetch subscriber

Fetches a subscriber by email address from the selected 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.

What is Mailchimp?

Mailchimp is a marketing automation tool that lets you find and really connect with your audience. You can personalize emails, find prospective customers on social media, and analyze your performance using dashboard insights.

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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Head of Operations, AAA Band Rentals

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