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Integrate Insightly with EngageBay
Send information between Insightly and EngageBay automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new contact is in EngageBay each time a new contact is created in Insightly
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will add a new contact in EngageBay whenever a new contact is added in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a new contact in EngageBay.
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Create a new contact is in EngageBay each time a new contact is created in Insightly
Insightly + EngageBay
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Build your own integrations between Insightly and EngageBay
Connect Insightly and EngageBay with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Insightly and EngageBay using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New Project
Triggers when a new project is created
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New Organization
Triggers when a new organization is created
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New Lead
Triggers when a new lead is created
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New Task
Triggers when a new task is created
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New Contact
Triggers when a new contact is created
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New Opportunity
Triggers when a new opportunity is created
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Deal created
Triggers when a new deal is created
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Company created
Triggers when a new company is created
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Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
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Create Organization
Creates a new organization
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Create Contact
Creates a new contact
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Create Project
Creates a new project
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Create Task
Creates a new task
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Create Lead
Creates a new lead
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Create Opportunity
Creates a new opportunity
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Create company
Creates a new company
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Create contact
Creates a new contact
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Create deal
Creates a new deal
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Create event
Creates a new event
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Create task
Creates a new task
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Update contact
Updates the details of an existing contact
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Fetch contact
Fetches the details of an existing contact
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 EngageBay?
EngageBay is a marketing, sales, support and CRM application for growing companies. It provides features such as marketing automation, contact management, deal pipeline, and more.
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