Integrate Insightly with dotdigital
Send information between Insightly and dotdigital automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a new contact in dotdigital each time a new contact is created in Insightly
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will log a new contact in dotdigital whenever a new contact is created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates or updates a contact in dotdigital.
Generate a new contact in dotdigital each time a new contact is created in Insightly
Insightly + dotdigital
Build your own integrations between Insightly and dotdigital
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Supported triggers and actions
Integrate Insightly and dotdigital 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
Survey response added
Triggers when a new response is added in the selected survey
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
Refresh segment
Refreshes an existing segment
Create address book
Creates a new address book
Send transactional email
Sends a transactional email
Send campaign to address book
Sends a campaign to the selected address book
Send campaign to contact
Sends a campaign to the specified contact
Enrol contact in program
Enrolls a contact in the selected program
Create contact data field
Creates a new contact data field
Create or update contact
Creates or updates a contact
Unsubscribe contact
Unsubscribes the specified 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 dotdigital?
dotdigital is a customer engagement platform that allows you to sync data from online or physical stores, personalize customer experiences with the right data, and convert clicks to conversions with surveys and landing pages.
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
