Integrate Insightly with FracTEL
Send information between Insightly and FracTEL automatically, without writing any code, using Zoho Flow.
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Send a greeting email in FracTEL for a newly added contact in Insightly
Send personalized welcome emails to every new contact in your relationship management software. This flow will send a welcome email from FracTEL each time a new contact is created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow sends a new SMS to the specified number in FracTEL.
Send a greeting email in FracTEL for a newly added contact in Insightly
Insightly + FracTEL
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Supported triggers and actions
Integrate Insightly and FracTEL 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 MMS
Sends a new MMS to the specified number
Send SMS
Sends a new SMS to the specified number
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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