Integrate Insightly with Contacts+

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

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Create a new contact in Contacts+ whenever a new contact is created in Insightly

Ensure quick access to contact information across all platforms for enhanced engagement. This flow will add a new contact in Contacts+ whenever a new contact is added in Insightly.

How it works
  1. The flow triggers when a new contact is created in Insightly.
  2. Zoho Flow creates a new contact in Contacts+.
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Create a new contact in Contacts+ whenever a new contact is created in Insightly

Insightly + Contacts+

Build your own integrations between Insightly and Contacts+

Connect Insightly and Contacts+ with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Insightly and Contacts+ using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Contact

Triggers when a new contact is created

New Opportunity

Triggers when a new opportunity is created

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

Contact created

Triggers when a contact is created

Contact updated

Triggers when a contact is updated

Business card transcribed

Triggers when a business card is transcribed

All Actions - Actions are the automated tasks

Create Task

Creates a new task

Create Contact

Creates a new contact

Create Lead

Creates a new lead

Create Project

Creates a new project

Create Opportunity

Creates a new opportunity

Create Organization

Creates a new organization

Create Event

Creates a new event

Tag contact

Tags the specified contact

Create contact

Creates a new contact

Create tag

Creates a new tag

Remove tag from contact

Removes tag from the contact specified

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing 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.

What is Contacts+?

Contacts+ is a contact management application that lets you sync data across accounts, detect duplicate contacts, scan and share business cards and more.

Contact Management

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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Sales Director, Artico

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CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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