Integrate Insightly with DreamCampaigns
Send information between Insightly and DreamCampaigns automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Insightly and DreamCampaigns 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
Client added
Triggers when a new client is added
Subscriber added
Triggers when a new subscriber is added to an existing list
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
Create email campaign
Creates a new email campaign
Add or update subscriber
Adds a new subscriber to an existing list. Updates the details if it already exists.
Remove subscriber
Removes the specified email subscriber from an existing list
Remove SMS subscriber
Removes the specified SMS subscriber from an existing 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.
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What is DreamCampaigns?
DreamCampaigns is an all-in-one digital marketing platform that offers integrated email & SMS marketing, marketing automation, and small business CRM. It also provides you with easy drag-and-drop email templates, integrated forms, site tracking, revenue tracking, and more.
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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