Integrate Insightly with Mixmax

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

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Create a new contact is in Mixmax each time a new contact is created in Insightly

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will log a new contact in Mixmax whenever a new contact is created in Insightly.

How it works
  1. The flow triggers when a new contact is created in Insightly.
  2. Zoho Flow creates or updates a contact in the selected contact group in Mixmax.
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Create a new contact is in Mixmax each time a new contact is created in Insightly

Insightly + Mixmax

Build your own integrations between Insightly and Mixmax

Connect Insightly and Mixmax with over 900+ 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 Mixmax 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

Note added to contact

Triggers when a new note is added to the selected contact

New live feed message

Triggers when there is a new message in the live feed

New contact

Triggers when a new contact is created

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

Add contact to group

Adds a contact to the selected contact group

Add note to contact

Adds a note to the selected contact

Create or update contact

Creates or updates a contact in the selected contact group

Remove contact from group

Removes an existing contact from the selected contact group

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 Mixmax?

Mixmax is a Gmail-based productivity app. It allows you to schedule emails, track clicks and opens, and recall sent emails.

Email

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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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 was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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