Integrate Insightly with BulkGate
Send information between Insightly and BulkGate automatically, without writing any code, using Zoho Flow.
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Send a welcome email in BulkGate for a recently created contact in Insightly
Improve customers' initial experience with a personalized welcome email. This flow will trigger a welcome email in BulkGate whenever a new contact is added in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow sends SMS message to the specified phone number in BulkGate.
Send a welcome email in BulkGate for a recently created contact in Insightly
Insightly + BulkGate
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Supported triggers and actions
Integrate Insightly and BulkGate 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
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
Send notification SMS
Sends SMS message to the specified phone number
Send promotional SMS
Send SMS messages to contacts saved in groups
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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