Integrate Insightly with Elastic Email
Send information between Insightly and Elastic Email automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a new contact in Elastic Email each time a new contact is created in Insightly
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will log a new contact in Elastic Email 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 Elastic Email.
Generate a new contact in Elastic Email each time a new contact is created in Insightly
Insightly + Elastic Email
Build your own integrations between Insightly and Elastic Email
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Supported triggers and actions
Integrate Insightly and Elastic Email 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
Create contact
Creates a new contact
Send email
Sends an email from your account
Change contact status
Changes the status of the contact associated with the selected email
Fetch contact
Fetches a contact by email
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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