

Integrate Insightly with Referrizer
Send information between Insightly and Referrizer automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Create a new contact is in Referrizer each time a new contact is created in Insightly
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will add a new contact in Referrizer whenever a new contact is added in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a new contact in Referrizer.


Create a new contact is in Referrizer each time a new contact is created in Insightly
Insightly + Referrizer

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Supported triggers and actions
Integrate Insightly and Referrizer 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

Attendance added
Triggers when a new attendance is added

Contact added
Triggers when a new contact is created
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

Create contact
Creates a new contact

Update contact
Updates the details of an existing contact

Fetch contact
Fetches the details of an existing contact using email address or phone number
What is Referrizer?
Referrizer is a marketing automation platform designed to help businesses get more clients, maximize referrals, and improve customer retention.
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