

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.
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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.
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