Integrate Insightly with ActiveTrail

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

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Create a new contact is in ActiveTrail 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 add a new contact in ActiveTrail whenever a new contact is added in Insightly.

How it works
  1. The flow triggers when a new contact is created in Insightly.
  2. Zoho Flow creates a new contact in ActiveTrail.
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Create a new contact is in ActiveTrail each time a new contact is created in Insightly

Insightly + ActiveTrail

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Supported triggers and actions

Integrate Insightly and ActiveTrail 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

Updated contact

Triggers when the details of an existing contact are updated

Contact removed from group

Triggers when a contact is removed from any group

Unsubscribed contact

Triggers when a contact unsubscribes from receiving further emails

Contact added to group

Triggers when a contact is added to any group

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

Add contact to group

Adds a contact to the specified group

Send SMS

Sends an SMS message to a specified number

Fetch group

Fetches an existing group by name

Create contact

Creates a new contact

Fetch contact

Fetches an existing contact by name or email

Remove contact from group

Removes a contact from a specific 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 ActiveTrail?

ActiveTrail is marketing automation software that helps you efficiently manage your marketing solutions like SMS, surveys, emails, and newsletters.

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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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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