Integrate Insightly with Act! 365
Send information between Insightly and Act! 365 automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a new contact in Act! 365 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 log a new contact in Act! 365 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 a new contact in Act! 365.
Generate a new contact in Act! 365 each time a new contact is created in Insightly
Insightly + Act! 365
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Supported triggers and actions
Integrate Insightly and Act! 365 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
New Contact
Triggers when a new contact is created
New Opportunity
Triggers when a new opportunity is created
Opportunity created
Triggers when a new opportunity is created
To-do created
Triggers when a new to-do is created
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create Organization
Creates a new organization
Create Contact
Creates a new contact
Create Project
Creates a new project
Create Task
Creates a new task
Create Lead
Creates a new lead
Create Opportunity
Creates a new opportunity
Create contact
Creates a new contact
Create to-do
Creates a new to-do
Create opportunity
Creates a new opportunity
Fetch contact by email
Fetches the details of an existing contact by email address
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 Act! 365?
Act! 365 is a sales pipeline and marketing app designed to help businesses find new leads faster and close more deals.
Similar apps
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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